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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.

Add a Comment to a Request in RequestTracker (New CRT)

  • Updated:

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

 

Who can use this feature?

System Admin Slash Owner Slash Publisher Slash Author

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

 

 

Important Note    

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

 

Instructions

  1. Navigate to Modules > Content > RequestTracker
    navigate to RequestTracker
  2. Select the Request Type containing the submitted request
    select a request type
  3. Click Actions next to the request
    request, actions button
  4. Select Add Comment
    actions menu, add comment
  5. Add your Comment
    comment text boxg
  6. Click Choose File to add a file as an attachment link to your comment
    comment, choose 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
    save options
    • Save: Saves the comment and does not become publicly viewable
    • Save & Publish: Saves the comment and 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
    proceed confirmation pop-up, okay button
  9. Click OK to send an email; click Cancel to prevent an email from being sent to the submitter and CC Email List
    notifcation options pop-up, okay or cancel buttons
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