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Setup Support Ticket Form
03-07-2023 8:30 PMImagine you have 5 websites, you can embed the form in all 5 websites and in this case all the form submits will be created as a ticket in your Pixie AI-Based CRM installation, in this case all your staff members/sales agents will... -
Create Staff Member
03-07-2023 8:33 PMTo create new staff member/agent in your Pixie CRM installation navigate to Setup->Staff and click on the button New Staff Member Not Staff Member Firstname Lastname Ema... -
Setup Web To Lead Form
03-07-2023 8:44 PMTo create new web to lead form, from the main admin menu navigate to Setup->Leads->Web To Lead... -
Email Piping / Auto Importing Tickets
03-07-2023 8:47 PMEmail Piping is a feature in Pixie CRM to auto open or reply to ticket from email. You can’t use both methods for auto importing tickets. You... -
Setup cPanel Cron Job
03-07-2023 8:57 PMSetup cPanel Cron Job Login to your cPanel and navigate to Cron jobs Add the follow... -
Departments
03-07-2023 9:00 PMTo configure your support system departments, navigate to Setup-> Support -> Departments and click New Department. Department n... -
How to enable Google 2FA Authentication via code (Extra Login Security Layer)
24-07-2024 12:15 PMHow to enable Google 2FA Authentication: STEP#1- Log in to your CRM Admin Panel. (your clients can create this security layer as well, through the same procedure but from their respective client's accounts....
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New Customer
28-06-2023 5:14 AMLogin to the dashboard click customers and on the left side there is a button New Customer. Permissions – What permission this customer will have in the custo...
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Auto Importing Leads From Email
28-06-2023 5:30 AMYou can read more about this feature on the following knowledge base article: Leads email integration is powerful Pixie CRM feature who allow you to integrate leads from your email address. You can set up email forwarder...
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Open Ticket From Admin Area
28-06-2023 5:35 AMTo open new ticket click on the sidebar menu item Support -> New Ticket Select assignee. (Default is you and also you can set it to none) Select customer Select Department Select desired priorit... -
Priorities
28-06-2023 5:36 AMYou can easily customize ticket priorities by going to Setup-> Support -> Ticket priority Tickets priority are a feature in Pixie CRM to easily answer and check the tickets by priorities. Some customers wi... -
Statuses
28-06-2023 5:37 AMYou can easily customize ticket status by going to Setup->Support -> Ticket statuses Pixie CRM comes with general predefined statuses which you cant delete becuase they are around the application. You c... -
Predefined Replies
28-06-2023 5:38 AMSetup some predefined replies that you are using very often so you wont need anymore to type it again and again. Go to Setup -> Support -> Predefined Replies. When r... -
Allowed File Extensions
28-06-2023 5:40 AMFor the support feature allowed file extensions are separated from the global system allowed file extensions. To configure the support ticket file extensions navigate to Setup->Settings->Tickets-> All... -
Support Ticket Services
28-06-2023 5:43 AMTicket services is feature in Pixie CRM that allows you customer to select to what service/product this ticket is related when opening new ticket. Eq....
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Mollie
28-06-2023 6:11 AMOffer your customers the payment methods Creditcard, SOFORT Banking, iDEAL, Bancontact, Bank transfer, SEPA Direct Debit, PayPal, Bitcoin, PODIUM Cadeaukaart, paysafecard or Belfius Direct Net. Mollie is known for reliability, transparency.... -
Authorize.Net
28-06-2023 6:12 AMPixie CRM currently support 2 integrations for Authorize.net. AIM – Advanced Integration Method (An SSL certificate is required to ensure your customer credit card deta...
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Features Doc
28-06-2023 7:59 PMModule Features Dashboard: Profit & Loss Chart, Income Chart, Expense Chart, Cashflow Chart and Bank Accounts Overvie... -
Inventory Mapping
29-06-2023 7:39 AMInventory mapping setup in Pixie CRM (Customer Relationship Management) refers to the configuration and integration of the CRM system with the inventory management processes of an organization. It involves establishing a structured framework that... -
Reconciliation
29-06-2023 7:44 AMIn Pixie CRM (Customer Relationship Management) systems for accountants, reconciliation refers to the process of comparing and matching financial data between the CRM system and other financial records, such as the general ledger or bank statement... -
Business Overview Reports
29-06-2023 7:47 AMThe Business Overview Reports module in Pixie CRM (Customer Relationship Management) for accountants provides a comprehensive view of key financial and operational metrics, enabling accountants to analyze and monitor the overall performance of the... -
Bookkeeping reports
29-06-2023 7:48 AMBookkeeping reports in Pixie CRM (Customer Relationship Management) for accountants refer to the specific reports and functionalities within the CRM system that facilitate bookkeeping tasks and provide insights into the financial transactions and... -
Sales tax reports
29-06-2023 7:50 AMSales tax reports in Pixie CRM (Customer Relationship Management) for accountants are specific reports and functionalities within the CRM system that facilitate the tracking, calculation, and reporting of sales taxes. These reports help accountant... -
Sales and Customers reports
29-06-2023 7:52 AMSales and Customers reports in Pixie CRM (Customer Relationship Management) for accountants are specific reports and functionalities within the CRM system that provide insights and analysis related to sales activities and customer interactions. Th... -
Budgets Reports
29-06-2023 7:55 AMBudgets Reports in Pixie CRM (Customer Relationship Management) provide functionalities and insights related to budget management and analysis. These reports allow organizations to track and analyze their financial performance against established...
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How Pixie Accounting Software for CPA is beneficial for accounting firms?
14-07-2023 4:46 AMAccounting software designed specifically for Certified Public Accountants (CPAs) can bring numerous benefits to accounting firms. These software solutions are tailored to meet the unique needs and challenges faced by accounting professionals, and... -
How Pixie AI-Based CRM is beneficial for service providers?
14-07-2023 4:48 AMPixie AI-based Customer Relationship Management (CRM) systems offer several benefits to service providers. These software solutions combine the power of cloud computing and artificial intelligence to streamline and enhance customer relationship ma... -
What are the basic core features of Pixie CRM?
14-07-2023 4:49 AMThe basic core features of a Customer Relationship Management (Pixie CRM) system typically include: Contact Management: Pixie CRM systems allow businesses to store and manage customer contact information in a centralized database.... -
How client portal in CRM is beneficial for businesses?
14-07-2023 4:50 AMA client portal in a Pixie Customer Relationship Management (CRM) system offers several benefits to businesses. It is a secure online platform that allows businesses to provide their clients with self-service access to relevant information, tools,...