I am trying to build an integration into Sage CRM which is require me to be able to search for both person and company records using a phone number. I can't see a clear way of doing this from the API reference. Can anyone advise how I would do this?
Thanks Sean, I did find this and attempted to follow it. It has kind of worked, but creating the link seems to have having some issues.
With my test code I've created a single communication, but it appears twice in search (one with the company/person, and one without). Clicking into either of them, however, does not show that it is linked to a company or person, nor does it appear under the communications tab of those entities.
This is the data being sent with the API calls:
Creating communication:
{
"comm_subject": "Test communication",
"comm_note": "Phone call",
"comm_organizer": 29
}
Creating Link:
{
"CmLi_Comm_UserId": 29,
"CmLi_Comm_CommunicationId": 269087,
"CmLi_Comm_PersonId": 116491,
"CmLi_Comm_CompanyId": 85112
}
