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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. Instructions

Who can use this feature?

System Administrators | Owners

Instructions

  1. Navigate to Modules > Content > RequestTrackerModules menu, content tab, with RequestTracker selected.

  2. Select the category Select a category.

  3. Click Actions and select Properties Actions menu, properties.

  4. Select the Email Details tab Email details tab.

  5. Modify email details Email detail options.

    • Subject: Subject of the request; default is Request Confirmation

    • Header: Edit email header

    • Footer: Edit email footer

    • Closed Request: Message that sends when a request closes

    • Reopened Request: Message that sends when a request re-opens

  6. Scroll to the top and select SaveSave button.

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