Calendar Invitations
Invitations sent from CRM meetings and activities: who was invited to what, when, and how often it was sent. Sending again after a change updates the same calendar entry; cancelling removes it from every calendar.
Where to find it
- Module: CRM
- Group: Customers
- Section: Relationships
- Screen: Calendar Invitations
Address in the console: /crm/calendar-invites
Report · 10 columns · 2 actions
This list is read-only: its records are written by the work that produces them. A correction, where one is possible at all, is made where the record was created.
Being a report, it opens on a starting layout rather than a fixed output: rearrange the rows, columns, figures and filters, then save it as a view if it is worth keeping.
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| What | Text | summary |
| Record | Text | record_ref |
| Starts | Date and time | starts_at |
| Where | Text | location |
| Invited | Text | attendees |
| Status | Status | status |
| Version | Number | sequence |
| Sent | Number | times_sent |
| Last result | Text | last_result |
| Last sent | Date and time | last_sent_at |
What you can do here
Send again
Cancel invitation
Asks for confirmation: Send a cancellation to everybody invited? It is removed from their calendars.
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.