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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 the RequestTracker Category (New CRT)

  • Updated:

Who can use this feature?

Engage System Admin Slash Engage Owner

 

 

Overview 

Learn how to edit the RequestTracker category properties, email details, and canned responses. 

 

Important Note

 

Instructions

  1. Navigate to Modules > Content > RequestTracker
    navigate to RequestTracker
  2. Select the category
    select a request category
  3. Click Actions next to the category name
    category actions button
  4. Select Properties
    category actions menu, properties
  5. Update the following information:
    • Properties
      properties tab
      • 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        • Author: Submit new items, modify unpublished items
        • Publisher: Publish new items, modify unpublished items, modify/unpublish published items and publish/reject submitted items
        • Owner: Publish new items, modify unpublished items, modify/unpublish published items, publish/reject submitted items, assign category permissions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
      email details tab
      • Subject: Keep the 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 tab
  6. Select Save at the top of the page
    save button
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