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            Dynamics General: Assign Contact Role

            Created by Kevin Schmidt - HCPro, Modified on Thu, 9 Oct at 3:21 AM by Kevin Schmidt - HCPro

            1. Open the Contact record


            2. Go to Related > Contact Roles




            3. Select New Contact Role



            4. Complete the following fields: 

            • Contact Role Type = Ad Hoc
            • Role = Volunteer Reviewer


            5. Save and Close 




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