Find company ID from ticket ID
You might be picking up leads such as up-sells to existing customers from Service tickets. Here’s how to get the contact ID from the ticket:Create a follow-up for a sale
The generic procedure is like this. The details are up to you.- Retrieve an existing sale or create a new.
- Create the new follow-up and save it.
- Call
SetAppointment()to link the follow-up to the sale. - Save the sale.
The follow-up you created is an NSAppointmentEntity, but
SetAppointment() takes an NSAppointment. You can’t pass the saved follow-up directly, but need to fetch the corresponding slim version by ID.