How to Manage CRM Appointment Notes

Evidence Summary

Workflow run

crm-appointment-notes-20260519T114941Z

Appointment id

434

Note id

2

Add action

agregarNotaMarcacao

Edit action

UpdateNotaMarcacao

Delete action

delete_nota_cliente with type=MAR

Before You Start

• Open the appointment detail page from /crm/marcacoes.
• Open the Notes tab. The notes table is loaded by DT_Select_MaracacoesNotas with search[CodMarcacao] set to the appointment id.
• Use New Note to open the add-note modal, or the row edit/delete icons to change an existing note.

Add a Note

1. Click New Note.
2. Fill Subject and the note description editor.
3. Leave Notify on sale unchecked unless the note must be flagged for sale notification.
4. Click Save.

The verified request used action=agregarNotaMarcacao, CodMarcacao=434, Asunto=AI appointment note 20260519T114941Z, CodEmpr=1, Descricao=<p>AI verified appointment note body 20260519T114941Z</p>, and notificar_venda=0. The response was {"success":true}.

Edit a Note

1. Click the note row edit icon.
2. Update the subject and description.
3. Click Save.

The verified edit used action=UpdateNotaMarcacao, Id=2, Asunto=AI appointment note edited 20260519T114941Z, Descricao=<p>AI verified edited appointment note body 20260519T114941Z</p>, and notificar_venda=0. The notes table then returned note 2 with the edited subject and body.

Delete a Note

1. Click the note row delete icon.
2. Confirm the delete prompt.
3. Verify the note is no longer present in the Notes table.

The verified delete used action=delete_nota_cliente, type=MAR, and id_nota=2. The response was {"success":true}, and DT_Select_MaracacoesNotas returned no row for note 2.

Artifacts

• raw/playwright/workflows/crm-appointment-notes-20260519T114941Z.json
• assets/screenshots/crm-appointment-notes-20260519T114941Z-01-before-create.png
• assets/screenshots/crm-appointment-notes-20260519T114941Z-02-before-note.png
• assets/screenshots/crm-appointment-notes-20260519T114941Z-03-after-add-note.png
• assets/screenshots/crm-appointment-notes-20260519T114941Z-04-after-edit-note.png
• assets/screenshots/crm-appointment-notes-20260519T114941Z-05-after-delete-note.png

For entity relationships on the same appointment detail page, see How to Link a CRM Appointment to an Entity.