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Contegix Notification Permissions

The Contegix Notifications section of the Contact record provides a contact the ability to opt-out of specific types of Contegix generated customer notifications.

Portal Permissions

To adjust Contegix Notification Permissions on a specific contact:

  1. Navigate to the appropriate Contact and select Edit
  2. On the Custom Fields tab, select 'Yes' or 'No' for General Notifications (Process Changes, Portal Updates, etc...), Contegix Surveys, and/or Planned Maintenance Notification (Notifications for your designated monthly maintenance window)
    • Yes - Contact will receive the respective notifications from Contegix
    • No - Contact WILL NOT receive the respective notifications from Contegix
  3. Select Update to complete

 

 

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