Hi Team - so this is the first time we have implemented Contact Roles so we can add another contact in our Deals module. There usually are 2 contacts in our deals - purchaser and accounting.

From what I can see, and sorry for the blunt word, contact roles are basically worthless when it comes to workflows. Only the main contact can be included in email workflows. When you send email from the Deals module, only the main contact email is included.

I am guessing you can do custom functions to send emails to Contact Roles. We have email collection templates and the idea was to do a workflow to send email collection templates with Contact Role = Accounting.

Also, contact roles can't be filtered in Accounts, Contacts, Deals. If that is the case, what good are Contact Roles then?