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

Navigate to Modules > Content > RequestTracker
Select the category
Click Actions next to the category name
Select Properties
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    - Author: Submit new items, modify unpublished items
    - Publisher: Publish new items, modify unpublished items, modify/unpublish published items and publish/reject submitted items
    - Owner: Publish new items, modify unpublished items, modify/unpublish published items, publish/reject submitted items, assign category permissions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
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