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
scoperefused — 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_localnot 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_localnot 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.
See also : Catalog overview · Dolibarr compatibility · ERPNext compatibility