Clients and Contacts | Pixie

Help center

All collectionsClients and Contacts

Clients and Contacts

Configuring companies and their employees who work with you

Importing Clients from Companies House

Creating clients from your contacts

Client / Contact Import Guide

Client Import Errors

Editing a Client

Importing Clients and Contacts

Client Details

Adding a New Client

Archiving a client

Filtering the Client List

Set up your import files

Bulk Editing / Updating Clients and Contacts

Linking Clients Together

Adding or Editing a Contact

Editing Multiple Clients

Updating Companies House Clients

Client Files, Emails, Notes

Organizing Client Files

Client List

Importing client details FAQ