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Attention customers within hurricane impacted areas:
Due to widespread impacts resulting from hurricanes, CivicPlus is committed to enhancing our resources to manage the anticipated increase in traffic and mitigate any potential disruptions. We will prioritize all assistance requests from affected areas to ensure we provide the highest level of support possible. Please be assured that we are here to assist you in any way we can during this challenging time. Your safety and satisfaction are our top priorities.

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Add a Comment to a Request

  • Updated:

Who can use this feature?

System Admin (an orange lock) icon. Slash. Owner (a green person) icon. Slash. Publisher (a yellow plus) icon. Slash. Author (a blue pencil) icon.

Note: Authors can submit comments for approval. Publishers can add and send comments.

 

 

Overview

You can comment on the progress of a submitted request through Request Tracker. You can also share files that may be needed, change details about a request, or view associate requests.

  

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 > Request Tracker
    The RequestTracker on the Modules menu.
  2. Select the category containing the submitted request
    A list of RequestTracker categories.
  3. Click Actions next to the request
    The Request actions menu button.
  4. Select Add Comment
    The actions menu add comment option.
  5. At the bottom of the page, add your Comment
    The request's history of comments section.
  6. Click Choose File to add a file as an attachment link to your comment
    Choose a file button.
    • Convert to PDF: Convert your file from its original file type to a PDF attachment
    • Note: For security reasons, anonymous users will not be sent attachment links or be able to view them.
  7. Click Save or Save and Publish
    Saving option buttons.
    • Save: Saves comment, does not become publicly viewable
    • Save & Publish: Saves comment, becomes publicly viewable
    • This comment is only viewable internally: Mark the comment as only readable for internal staff
  8. Reply OK to the pop-up to publish for live view
    The okay button on the publish for live view pop-up message.
  9. Click OK to send an email; click Cancel to prevent an email from being sent to the submitter and CC Email List
    The okay and cancel buttons.

Feedback About the Article

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

1 comment

Date Votes
  • Caryn Jackson

    How do you print the history of a closed request?

    0

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