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Use the calendar
Use the calendar in Pixie CRM: follow the supported route, review important fields and verify the result before moving on.
Where to goUtilities → Calendar
Before you startIf the screen or action is missing, ask a Pixie CRM administrator to check your role and whether the relevant module is enabled. Do not work around permissions by using another person’s account.
What this helps you do
This guide shows the supported Pixie CRM route for use the calendar, the values worth reviewing and the checks to make after the action.
Follow these steps
- Open Utilities → Calendar in Pixie CRM.
- Confirm the record, date range, filter, customer or staff context that the screen is currently showing before interpreting the result.
- Review the controls that matter for this task: Event title, Start and end time, Related record, Attendees.
- Then check Reminder. Use verified information and do not fill optional values with placeholders.
- Work through Use the calendar using the supported view or action, keeping the current filters and record context visible.
- Confirm the result against the record, activity history, report output or status shown by Pixie CRM before relying on it.
Fields and controls to review
Event title
Start and end time
Related record
Attendees
Reminder
Checks before you finish
- Check date ranges and filters before trusting totals.
- Clear temporary filters when results look incomplete.
- Confirm workspace and staff context before acting.
- Use record history when checking what changed.
Permissions and record safety
Keep the change accountable.Use the least destructive action available, work inside your authorised role and preserve activity or audit evidence. Obtain any required approval before financial, privacy, signature or deletion actions.