How to Link a Contact to a CRM Appointment Entity

Evidence Summary

Workflow run

crm-appointment-contact-20260519T115909Z

Appointment id

434

Entity relation

258

Entity

C-910 / 100 Ouvidos Lda

Contact

23 / 100 Ouvidos Lda

Contact link action

create_relcont_entity_contact

Contact unlink action

delete_relcont_entity_cont

Before You Start

• First link an entity to the appointment. See How to Link a CRM Appointment to an Entity.
• Open the appointment entity table and click the add-contact control on the entity row.
• Only contacts belonging to the selected entity are offered. For customer 910, the verified selector returned contact 23.
• Keep notification and notify-now flags unchecked unless notification side effects are intended.

Link the Contact

1. Open the add-contact modal from the entity row.
2. Select one or more contacts.
3. Leave Schedule SMS, Schedule Email, Notify now SMS, and Notify now Email unchecked for a pure relationship update.
4. Click Save.

The verified request used action=create_relcont_entity_contact, terc_type=C, rel_id=258, contacts_id=23, and all notification/send flags set to 0. The response used numeric success, {"success":1}, with count=1 and count_success=1.

Verify the Contact

DT_load_relcont_entities returned the child contact row with entity_type=T, relcont_id=434, terc_id=23, id=23, name=100 Ouvidos Lda, rel_id=258, notify_sms=0, and notify_email=0.

Unlink the Contact

1. Click the delete icon on the contact row.
2. Confirm the delete prompt.
3. Verify the contact child row disappears from the appointment entity table.

The verified unlink request used action=delete_relcont_entity_cont, relcontent_id=258, and codcontacto=23. The response was {"success":true}. The entity relation was then removed with delete_relcont_entity, and the disposable appointment was deleted with delete_marcacao.

Artifacts

• raw/playwright/workflows/crm-appointment-contact-20260519T115909Z.json
• assets/screenshots/crm-appointment-contact-20260519T115909Z-01-before-create.png
• assets/screenshots/crm-appointment-contact-20260519T115909Z-02-before-contact-link.png
• assets/screenshots/crm-appointment-contact-20260519T115909Z-03-after-contact-link.png
• assets/screenshots/crm-appointment-contact-20260519T115909Z-04-after-contact-unlink.png
• assets/screenshots/crm-appointment-contact-20260519T115909Z-05-after-delete.png

For the appointment Interventions tab, see How to Manage CRM Appointment Interventions.