Original Request Tracker


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






Change a Request Category

 

Overview

Occasionally it may be necessary to change the Request Type of a Request in the Request Tracker. This is possible to do with published and archived Requests.

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. Select the Category with the Request you want to edit
    add_a_canned_response_as_a_comment_select_category.jpg
  3. Click Actions next to the desired Request
    add_a_canned_response_as_a_comment_actions.jpg
  4. Click View Details
    add_a_comment_to_a_request_view_details.jpg
  5. Click Category and select the appropriate Category
    change_a_request_category_select_category.jpg
  6. Type the Reason for moving the request
    change_a_request_category_reason.jpg
  7. Click Change Category and respond OK to the pop-up prompt
    change_a_request_category_change_category.jpg



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Article Feedback

  • Avatar
    Susan Alexander

    If the cc mail gets assigned when the resident selects a category, how does one change the cc mail after the category has been changed? A resident entered a concern as a code violation when in reality, it is a police matter. The category and request type were changed to the police, they received notification when those changes occurred, but no matter what is tried, can't get the CC Email List to change to the police.

  • Avatar
    Becca Drake

    Hi Susan,

    Please reach out to our Support team for this particular request by following: https://www.civicengage.civicplus.help/hc/en-us/requests/new. I will update the article to add more information as it becomes available.

    Thank you,
    Your Help Center Team