# Calendar and reminders

Create, find and edit reminders and appointments.

## Create a reminder or appointment

Create an event in the ERP calendar: reminder, call to make or appointment, linked to the active customer where relevant.

| Property | Value |
|---|---|
| Identifier | `event.create` |
| Type | Write — confirmation required (reversible in the ERP) |
| Required permissions | the user's permissions in the ERP |
| Dolibarr | Available — Dolibarr 18.0 to 23.0 (latest tested version) |
| ERPNext | Not available |
| Profiles | Sales, Field technician, Generic, Site manager (being validated), support.helpdesk |
| AI assistants (MCP) | Offered if your profile and permissions allow it |

**Required information** : A title; a start date and time; an end (same as the start for a one-off reminder).

**Examples** :

> *Add a reminder tomorrow at 10am to call the customer back.*

## Search reminders and appointments

Find calendar reminders and appointments, filtered by customer, project or period.

| Property | Value |
|---|---|
| Identifier | `event.search` |
| Type | Read |
| Required permissions | the user's permissions in the ERP |
| Dolibarr | Available — Dolibarr 18.0 to 23.0 (latest tested version) |
| ERPNext | Bound, with limits |
| Profiles | Sales, Field technician, Generic, Site manager (being validated), support.helpdesk |
| AI assistants (MCP) | Offered if your profile and permissions allow it |

**Examples** :

> *My latest reminders for this customer.*

**Limits under ERPNext** :

- value “notes” of `scope` refused — Sous ERPNext, un événement est toujours une entrée d'agenda (rendez-vous, appel, réunion…) : il n'existe pas de « note » distincte. Utilisez scope=agenda.
- filter `date_from_local` not supported — Filtre par date locale pas encore pris en charge avec ERPNext (le fuseau de l'utilisateur peut différer de celui de l'instance).
- filter `date_to_local` not supported — Filtre par date locale pas encore pris en charge avec ERPNext (le fuseau de l'utilisateur peut différer de celui de l'instance).

## Edit an appointment

Move or edit an existing calendar appointment.

| Property | Value |
|---|---|
| Identifier | `event.update` |
| Type | Write — confirmation required (reversible in the ERP) |
| Required permissions | the user's permissions in the ERP |
| Dolibarr | Available — Dolibarr 18.0 to 23.0 (latest tested version) |
| ERPNext | Not available |
| Profiles | Generic, Site manager (being validated) |
| AI assistants (MCP) | Offered if your profile and permissions allow it |

**Examples** :

> *Move my appointment at Dupont to 3pm.*

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See also : [Catalog overview](/en/catalogue/) · [Dolibarr compatibility](/en/catalogue/compatibilite-dolibarr) · [ERPNext compatibility](/en/catalogue/compatibilite-erpnext)