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Edit calendar

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

Dashboard → Edit Calendar

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)
Save all changes Any signed-in member Manage also grants it

Edit calendar

  • Event
  • Schedule
  • Repeat
  • Linked record
  • Description
  • Calendar event card — Editing
  • KB-Event 2610271159
  • Cancel
  • Save all changes
  • Hide preview
Field Required Type Example
Event title Yes textbox Quarterly rate review with Acme Logistic
Status Yes combobox Scheduled
Category No combobox No category
Location No combobox
Attendees No textbox Dana Ruiz, ops@acmelogistics.com
All day No checkbox
Reminder No combobox None
Start date Yes textbox 2026-10-28
Start time Yes textbox 10:00
End date No textbox 2026-10-28
End time No textbox 11:00
Frequency No combobox Does not repeat
Record type No combobox None (no linked record)
Linked record No combobox Select a record type first
Description No textbox Agenda, dial-in details, or context for
Dropdown-Status state

dropdown-status state

Error state

error state

Loading state

loading state

Popover-Guide state

popover-guide state

Last updated 2026-10-27