Clients and Contacts
Configuring companies and their employees who work with you
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 contactsFollow this guide to save time when 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 Files, Emails, Notes
Organizing Client Files
Set up your import filesTo prevent any errors when importing clients into Pixie, learn how to format your import data correctly on your computer before uploading.
Importing client details FAQFind answers and general information quickly about the client details import tool in Pixie.
Archiving a client