Modify Email Confirmation Details (New CRT)

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This article will show you how to modify email details in RequestTracker if you need to update or change information.

Important Note:

All sales after July 1, 2020 will have this new version of CRT™. If your contract started before this date, please view the information on the original CRT package.

Who can use this feature?

System Administrators | Owners

Instructions

  1. Sign in to your site.

  2. Navigate to Modules, and on the Content tab, select RequestTracker:

    Navigation menu showing various content options, including the highlighted RequestTracker feature.

  3. Select a category:

    RequestTracker interface showing a highlighted General Requests category.

  4. Click the Actions button for the category:

    RequestTracker interface showing a highlighted Actions button.

  5. Select Properties:

    RequestTracker interface shows a highlighted Properties option for selection.

  6. Click the Email Details tab:

    RequestTracker interface showing the Email Details tab highlighted for user navigation.

  7. Modify the email details:

    Email details for request confirmation, including subject, header, footer, and status messages.

    • Subject: Enter the subject line for the confirmation email. The default is Request Confirmation

    • Header: Enter text to display above the request information in the confirmation email

    • Footer: Enter text to display below the request information in the confirmation email

    • Closed Request: A message is sent whenever a request is closed. Enter the message text that should be sent when the request is closed. Limit of 2000 characters

    • Reopened Request: A message is sent whenever a request is reopened. Enter the message text that should be sent when the request is reopened. Limit of 2000 characters

  8. Navigate to and click the Save button:

    RequestTracker interface showing email details with a highlighted Save button.

    Important Note:

    The body of the message will always be a copy of what the user submitted.