Workflow

How to Add Contacts to a CRM Communication

Verified end to end. A customer email contact was added to a disposable CRM communication draft, verified in the communication contact list and counters, and removed by deleting the disposable communication.

Evidence Summary

Workflow run
crm-communication-add-contact-20260519T110037Z
Communication
39
Selected contact
1240 / comercial@guisoft.net
Added list row
1171
Add request
communications / postAddLCommunications

CRM communication add contact workflow diagram

Before You Start

Use the Add Contacts Modal

  1. Click Add Contacts on the communication detail action bar.
  2. Choose a source in 1) Source. The verified run used Entities Search, which submitted TipoOrigemEnt=D.
  3. Choose one or more third-party types in 2) Select Type of Third. The verified run selected Customers, which submitted selectTipoT=C.
  4. Optionally fill filters such as Classification, Name, Address, Zip Code, Location, Country, Activity sector, or Bypass GDPR authorization.
  5. Click Search, select the intended result rows, then click Add Contacts.

The modal also exposed Based in Research Segment, Leads, and Import sources. The segment source is verified in How to Add Segment Contacts to a CRM Communication; the CSV import source is verified in How to Add CSV Contacts to a CRM Communication; and the lead-list source is verified in How to Add CRM Lead Rows to a Communication.

Verified Requests

StepRequestVerified detail
Search contactsGET /ajaxserveraction=communications, option=getPesquisaEntidadesComm, TipoOrigemEnt=D, selectTipoT=C, email=1, meioutiliz=M. The verified search returned customer email rows and selected contact 1240.
Validate selectionPOST /ajaxserveroption=postAddLCommunicationsValidate, MeioUtiliz=M, and a user_send JSON array. Response was {"success":true,"resultado":""}.
Add contactPOST /ajaxserveroption=postAddLCommunications, id=39, email=1, MeioUtiliz=M, MeioUtiliz2=M, TipoOrigemEnt=D, and the selected user_send JSON. Response returned success=true, ok=1, and notok=0.

Confirm the Contact

  1. Open or refresh the List Comunication tab.
  2. Confirm DT_Select_LCommunications shows the added contact row.
  3. Confirm the communication list shows updated counters.

The verified contact-list row was id=1171, tipoterc=C, codterc=628, address=comercial@guisoft.net, type=email, and enviado=F. The communication summary changed to totalcontactos=1, resumocontactos=comercial@guisoft.net, total_sent=0, and total_unsent=1.

Cleanup Used in Probe

The verification run deleted disposable communication 39 with communications / DELETE_communication. The delete returned HTTP 200 with body true, and the final id lookup returned recordsFiltered=0.

Artifacts