We have two different "Roles with Company" that designate the contacts on an account that need to be informed of key information: Primary Technical and Decision Maker. A contact can only have one role at a time, but there can be multiple contacts with the same role on an account. We are working toward our SOC2 certification and have some notices that need to be delivered in a certain timeframe to certain customer. All of our accounts (should) have either a primary technical contact or a decision maker, but not necessarily both. For some notices, we would like to be able to say the following:
"If there is at least one primary technical, then send the notice to those contacts and DO NOT send a notice to the decision maker roles.
If there is not at least one primary technical, then send the notice to the contacts with the decision maker role"
Our predicament now is that some accounts are setup with CEO or CIO individuals as decision maker. We have gotten complaints that those individuals are annoyed by the notice, thus we are trying to solve that in situations where we can.
Any ideas?
Best answer by manu_mittal
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