Edit activity
Module: Relationships (CRM) · For: Carrier users · Page address: /carrier-portal/crm/activities/:id/edit
How to get there
Section titled “How to get there”Dashboard → New activity
Who can use this page
Section titled “Who can use this page”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 |
|---|---|---|
| Cancel | Any signed-in member | Must be granted on its own (not part of Manage) |
| Create activity | Any signed-in member | Manage also grants it |
What you see
Section titled “What you see”- Activity
- Scheduling
- Linked record
- Activity card — Draft
- New activity
What you can do
Section titled “What you can do”- Cancel
- Create activity
- Hide preview
- Subject
Fields
Section titled “Fields”| Field | Required | Type | Example |
|---|---|---|---|
| Subject | Yes | textbox | Follow-up call with Acme Logistics |
| Type | Yes | combobox | Call |
| Outcome | No | combobox | Select… |
| Call direction | No | combobox | Select… |
| Next step | No | textbox | Send revised rate on Friday |
| Description | No | textbox | Details of this activity… |
| Due date | No | textbox | |
| Duration | No | spinbutton | 60 |
| Location | No | textbox | Zoom, office, phone… |
| Completed | No | checkbox | |
| Record type | No | combobox | Not linked |
| Contact | No | textbox | John Smith — Acme Logistics |
Loading, empty and error states
Section titled “Loading, empty and error states”Dropdown-Status state
Loading state
Popover-Guide state
Tooltip state
Last updated 2026-10-27