Contact Us configuration for the Customer Portal
- Matthew Garrett
Article Index
Introduction
The configuration of the Contact Us fly-out/up page is now configurable.
This is done from the Platform. You need to be a Customer Portal System Administrator to do this.
Contact Role Groups
Contact Role Groups are used to define groups of roles that are associated with a Customer Portal Workflow Stage.
In the example below a new group has been added called Administration.
When you click on the Add Contact Roles button you can then choose the roles that are attached to this group. Type in the name of the Role that you want to include and hit search.
Repeat the process for all of the roles that you want to be associated with the group.
When you have added all of the roles that you want click on the Save button.
Attaching the Contact Role Group to a stage
The Workflows screen now allows you to define the Contact Role Group that will be displayed in the Customer Portal at each stage of the project's workflow.
If no Contact Us roles are nominated for a given stage, this info is inherited from the last stage where a Contact Role Group was defined.