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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Modify a Category in RequestTracker

  • Updated:

Who can use this feature?

System Admin Slash Owner

 

 

Overview 

Categories in the original RequestTracker allow for ease of locating and organization of requests.

 

Important Note

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

 

Instructions

  1. Navigate to Modules > Content > RequestTracker
    navigate to the RequestTracker module
  2. Select the category
    select category
  3. Click Actions next to the category name
    actions button
  4. Select Properties
    actions menu, properties
  5. Change the information
    • Properties
      properties information fields, part one
      • 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        • Author: Submit new items, modify/delete unpublished items
        • Publisher: Publish new items, modify/delete unpublished items, modify/unpublish published items and publish/reject submitted items
        • Owner: Publish new items, modify/delete unpublished items, modify/unpublish published items, publish/reject submitted items, create/modify categories and assign category permissions
    • Email Details
      email detailsemail details, reopened requests text
      • Subject: Keep 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
      canned responses
      • Title: Title of your canned response
      • Body: Information about the canned response
      • Note: Click Save to save your changes to a canned response
        canned response save button
      • Note: Click Remove to remove a canned response
        canned response remove button
  6. Select Save at the top of the page
    save button
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