Calendar & Events
Module: Relationships (CRM) · For: Carrier users · Page address: /carrier-portal/crm/calendar
How to get there
Section titled “How to get there”Dashboard → Calendar
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 |
|---|---|---|
| Export .ics | Any signed-in member | Manage also grants it |
| New Event | Any signed-in member | Manage also grants it |
| Add event on September 27, 2026 | Any signed-in member | Manage also grants it |
| Add event on September 28, 2026 | Any signed-in member | Manage also grants it |
| Add event on September 29, 2026 | Any signed-in member | Manage also grants it |
What you see
Section titled “What you see”- Upcoming schedule
- Month
- Week
- Day
Tab: Month
Tab: Week
Tab: Day
What you can do
Section titled “What you can do”- Export .ics
- New Event
- Show today’s events in the list
- Show this week’s events in the list
- Show meetings in the list
- Show shipment events in the list
- Show this week’s load milestones in the list
- Calendar view
- List view
- Timeline view
- Previous period
- Next period
- Today
- Add event on September 27, 2026
- Add event on September 28, 2026
- Add event on September 29, 2026
Fields
Section titled “Fields”| Field | Required | Type | Example |
|---|---|---|---|
| CRM events 0 | No | switch | |
| Appointments 0 | No | switch | |
| Load milestones 32 | No | switch |
Loading, empty and error states
Section titled “Loading, empty and error states”Loading state
Popover-Guide state
Tooltip state
Last updated 2026-10-27