Pixie Knowledge base
Go to Pixie
Go to Pixie
All Collections
Clients and Contacts
Clients and Contacts
Configuring companies and their employees who work with you
Olivia W-M avatarCelso Pinto avatar
By Olivia and 1 other2 authors19 articles
Client List
Filtering the Client List
Adding a New Client
Adding or Editing a Contact
Linking Clients Together
Importing Clients and Contacts
Client / Contact Import Guide
Client Import Errors
Creating clients from your contacts
Bulk Editing / Updating Clients and Contacts
Importing Clients from Companies House
Updating Companies House Clients
Editing a Client
Editing Multiple Clients
Client Details
Client Files, Emails, Notes
Organizing Client Files
Set up your import files
Importing client details FAQ
Pixie Knowledge base
  • Facebook
  • Twitter
  • LinkedIn