How to Link a CRM Appointment to an Entity

Evidence Summary

Workflow run

crm-appointment-entity-20260519T115412Z

Appointment id

434

Linked entity

C-910 / 100 Ouvidos Lda

Relation id

256

Link action

create_relcont_entity

Unlink action

delete_relcont_entity

Before You Start

• Open the appointment detail page from /crm/marcacoes.
• Open the entity area in the appointment detail surface.
• The Add Entity modal supports Customer, Supplier, Prospect, Commercial, and Collaborator entity types.
• Keep schedule notification, email notification, SMS notification, and notify-now controls unchecked unless you intentionally want notification side effects.

Link an Entity

1. Click the entity add control.
2. Choose the third-party type. The verified run used Customer.
3. Select the entity. The verified run selected customer 910, 100 Ouvidos Lda.
4. Optionally select contacts for the entity. The verified run linked only the entity and no contact rows.
5. Click Save.

The verified request used action=create_relcont_entity, terc_type=C, terc_id=910, empty contacts_ids, all notification/send flags set to 0, and numrel=434. The response returned {"success":true,"id":256}.

Verify the Link

The appointment entity table is loaded by DT_load_relcont_entities with numrel=434. The verified row returned terc_id=910, rel_id=256, name=100 Ouvidos Lda, entity_type=C, notify_sms=0, notify_email=0, relcont_id=434, and no email or cellphone values.

Unlink an Entity

1. Click the delete icon for the linked entity row.
2. Confirm the delete prompt.
3. Verify the entity row disappears from the appointment entity table.

The verified unlink request used action=delete_relcont_entity and rel_id=256. The response was {"success":true}, and the next DT_load_relcont_entities lookup returned no row for relation 256.

Artifacts

• raw/playwright/workflows/crm-appointment-entity-20260519T115412Z.json
• assets/screenshots/crm-appointment-entity-20260519T115412Z-01-before-create.png
• assets/screenshots/crm-appointment-entity-20260519T115412Z-02-before-entity-link.png
• assets/screenshots/crm-appointment-entity-20260519T115412Z-03-after-entity-link.png
• assets/screenshots/crm-appointment-entity-20260519T115412Z-04-after-entity-unlink.png
• assets/screenshots/crm-appointment-entity-20260519T115412Z-05-after-delete.png

For contacts under the linked entity relation, see How to Link a Contact to a CRM Appointment Entity.