Overview 

Learn how to edit the Request Tracker 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 information for the original CRT package. 

Instructions

1. Navigate to Modules > Content > RequestTracker
   
   
2. Select the category
   
   
3. Click Actions next to the category name
   
4. Select Properties
   
5. 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       • Author: Submit new items, modify unpublished items
       • Publisher: Publish new items, modify unpublished items, modify/unpublish published items and publish/reject submitted items
       • Owner: Publish new items, modify unpublished items, modify/unpublish published items, publish/reject submitted items, assign category permissions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 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
       
       
6. Select Save at the top of the page