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Create Canned Responses

Becca Drake
  • Updated

Who can use this feature?

System Admin (orange lock) icon. Slash. Owner (green person) icon.

 

 

Overview 

This article will show you how to create Canned Responses for a Request Tracker category. 

  

Important Note

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

 

Instructions

  1. Navigate to Modules > Content > RequestTracker
    The RequestTracker on the modules menu.
  2. Click on the category in which you wish to add Canned Responses
    A list of RequestTracker categories.
  3. Click Actions
    The Request's actions button.
  4. Select Properties
    The Actions menu properties option.
  5. Select the Canned Responses tab
    The Canned Responses tab.
  6. Fill out the Title and Body of your Canned Response
    The Canned Response title and body text fields.
  7. Click Save next to your Canned Response 
    The Canned Response's save button.
  8. Click Save at the top of the page
    The RequestTracker category's save button.

Feedback About the Article

Let us know what was helpful or not helpful about the article below.

1 comment

Date Votes
  • Linda Horrocks

    Our module is called "Report a Concern" and the steps must be different from the screen shots you are sharing. Thank you.

    0

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