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Is there a way to edit the Close Appointment form that appears when you click the small tick to Close an appointment in the timeline?
I want to add a custom field from the Appointment Entity for Internal Notes, so that the agent gets prompted to complete the internal notes when they close each appointment. I'd assumed it was a form within the Appointment entity but it doesn't appear to correlate with any of the ones there.
Any ideas where I can do that?
Updates to closed activities are not allowed.
You can mandate the internal notes before marking the appointment complete.
This requires small code on ribbon. Do not enable the mark complete button without entering the internal notes.
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