Published at: 2026-09-17
Create and manage calendar events
Create work calendar events and keep track of them in calendar view.
Before you begin
- Confirm that you have permission to create new calendar events.
- If it is necessary to associate CRM objects, the administrator should first configure the object range that is allowed to create calendar events in calendar event management.
Create from calendar app
- Open Calendar.
- Select New Event, or double-click an empty time slot.
- Enter the required Content, Participants, Time, and Private setting.
- Set contacts, reminder time, repeat option, Cc, and related data as needed.
- Select Find a Time to compare participant availability.
- Select Submit. To continue later, select Save as Draft.
Select Cancel to exit without creating the event.
Create from Chats
- In Chats, right-click the target message.
- Select the action for creating an event.
- Review the event content generated from the message.
- Add time and participants.
- Select Submit.
Create from a CRM Calendar component
- Open a page that contains the Calendar component.
- Select the add control in the upper-right corner, or select an empty date.
- Enter the event information and select Submit.
On the web and PC clients, the add control or an empty date opens the new-event form. On mobile, selecting the component opens Calendar, where you can create the event.
View calendar event
- Switch between day, week and month views at the top of the calendar event app.
- Click on a date to view the day’s calendar event.
- Click on the calendar event card to open details.
- The yellow dot in the calendar event component indicates that there is a calendar event for that day.
Different entry points display calendar events according to different scopes:
| Entry point | Main Visibility Conditions |
|---|---|
| Calendar application | The current user is a calendar participant |
| Feeds | The current user is in the calendar event Cc Scope |
| Calendar event object list | The current user has the object data permissions for this calendar event |
The visible results of the same calendar event in the three portals may be different. When troubleshooting, the participants, Cc Scope and object data permissions should be checked separately.
Modify cycle calendar event
When editing or canceling a recurring calendar event, follow the system prompts to choose to affect only this calendar event, or also affect subsequent recurring calendar events.
What is explained here is the native scheduling capability of ShareCRM. When synchronizing to a third-party calendar, recurring calendar events are restricted by separate synchronization rules; when synchronizing Outlook recurring calendar events to ShareCRM, only the first one is currently synchronized.
Sync to mobile calendar
After turning on calendar event synchronization in personal settings, the system can synchronize ShareCRM calendar events to the mobile calendar. Sync your calendar event for up to 15 days into the future.