Modify the RequestTracker Category (New CRT)

Learn how to edit the RequestTracker category properties, email details, and canned responses.

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. Navigate to Modules > Content > RequestTracker

2. Select the category

3. Click Actions next to the category name

4. Select Properties

5. Update the following information:

   • Properties

     • Category Title: The name of the category

     • Sender Name: The name of the sender

     • Reply To Address: The address to reply to

     • Permissions: Apply the appropriate permissions

       • View: May view the live side only

       • Author: Submit new items, modify unpublished items

       • Publisher: Publish new items, modify unpublished items, modify/unpublish published items and publish/reject submitted items

       • Owner: Publish new items, modify unpublished items, modify/unpublish published items, publish/reject submitted items, assign category permissions

   • Email Details

     • Subject: Keep the default of "Request Confirmation"

     • Header: Allows you to add text before the confirmation details

     • Footer: Allows you to add text after the confirmation details

     • Closed Request: Notifies that the request has been closed

       Note:

       A message is sent whenever a request is closed. Here you can specify the message text that is sent when the request is closed. Limit of 2000 characters.

     • Reopened Request: Notifies that the request has been reopened

       Note:

       A message is sent whenever a request is reopened. Here you can specify the message text that is sent when the request is reopened. Limit of 2000 characters.

   • Canned Responses

     • Title: Title of your canned response

     • Body: Information about the canned response

       Note: View more information on how to add or remove a canned response

6. Select Save at the top of the page