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Overview
This article explains how to use new functionality introduced in the 2024.4 release of Platform which allows the dynamic inclusion of contacts on Customer Portal notifications.
Perspective
You need to be a Customer Portal - System Administrator.
Setup
In this example, we have a custom role, Maintenance Service Manager.
A contact has been added to the Contacts accordion on the customer project.
We have a Contact Role Group defined and add the new role to it selecting where it will be seen.
The Contact Role Group has been added to the Workflow.
The contact will then be available in the Customer Portal.
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