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Customers Registration

You can enable/disable customer registration from Setup -> Settings -> Clients -> Allow clients to register.

Your customers will be able to register at your base URL where Pixie CRM is installed eq. yourdomain.com/crm/

If customer registration is disabled you will be able to add only customers from the admin area.

New Customer

Login to the dashboard click customers and on the left side there is a button New Customer. Pe...
Customer Overview

You can view all customer data like invoices, contracts, tickets, and notes, by clicking on the cust...
Exporting Customers Invoices/Estimates/Payment To ZIP

Go to the customer profile and click on the tab you want to export data eq. invoices Select status o...
Customer Reminders

With Pixie CRM you have the option to set customer reminders. This option allows you to never forget...
Customer Related Reports

Customer report can be generated from the Reports feature.Select Report type Cus...