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Activity details

Module: Relationships (CRM) · For: Carrier users · Page address: /carrier-portal/crm/activities/:id

Dashboard → Back

Needs: No module permission: every signed-in member of the company can open it.

Seat Can open it
Owner / Admin Yes
Manager Yes
User Yes

Actions on this page and the permission each needs

Section titled “Actions on this page and the permission each needs”
Action Permission Notes
Edit Activity Any signed-in member Manage also grants it

Demo — synthetic · Note: receiver dock change theoriginator · synthetic · non-authoritative — demo CRM activity.

Activity details

  • Activity
  • Scheduling
  • Overview
  • Related
  • Ownership & Audit
Tab: Overview

Overview tab

Tab: Related

Related tab

Tab: Ownership Audit

Ownership Audit tab

  • Edit Activity
  • More actions
Error state

error state

Loading state

loading state

Popover-Guide state

popover-guide state

Tooltip state

tooltip state

Last updated 2026-10-27