Original Request Tracker


All sales before July 1, 2020 have the original version of CRT™
 






Modify Email Confirmation Details

Who can use this feature?

System_Admin.png Slash.png Owner.png

 

 

Overview 

This article will show you how to modify email details in Request Tracker if you need to update or change information.

Important Note

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

Instructions

  1. Navigate to Modules > Content > Request Tracker
    modules_content_request_tracker.jpg
  2. Open the category that contains your form
    add_a_canned_response_as_a_comment_select_category.jpg
  3. Click Actions
    modify_a_category_in_request_tracker_actions.jpg
  4. Select Properties
    modify_a_category_in_request_tracker_properties.jpg
  5. Select the Email Details tab
    email_details_tab.png
  6. Modify email details
    email_details.png
    • Subject: Subject of the request; default is Request Confirmation
    • Header: Edit email header
    • Footer: Edit email footer
    • Closed Request: Message that sends when a request closes
    • Reopened Request: Message that sends when a request re-opens
  7. Scroll to the top and select Save
    save_rules.png

Note: The body of the message will always be a copy of what the user submitted.




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