New Request Tracker


All sales after July 1, 2020 have the new version of CRT™
 






Create or Remove Canned Responses (New CRT)

Who can use this feature?

Engage_-_System_Admin.png Slash.png Engage_-_Owner.png

 

 

Overview

This article will show you how to add or remove Canned Responses in Request Tracker. 

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
    modules_-_content_-_crt.png
  2. Click on the category
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  3. Click Actions
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  4. Select Properties
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  5. Select the Canned Responses tab
    canned_responses.png
  6. Fill out the Title and Body of your Canned Response
    title_and_body.png
  7. Click Save next to your Canned Response 
    save_canned_response.png
  8. To remove a Canned Response, click Remove
    remove.png
  9. Click Save at the top of the page
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