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Configure max number of future appointments for an Advisee
In some cases, units do not want an Advisee to schedule more than one appointment. There is no way to pull this together with rollups or reporting easily. Ideally, we could set a max number of future appointments (this org may just be 1), so that any attempt to schedule via the community would error once the Advisee is past that number. Alternatively, if this count was available on the Case, it could be reported on or used in notifications to have an Advisor review and deal with manually.
- 3 months ago
- 3 months ago
- 5 months ago
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