New Request Tracker


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






Set Default View Preferences/Settings (New CRT)

Who can use this feature?

Engage_-_System_Admin.png

 

 

Overview

This article will show you how to change your preferences.

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 > Request Tracker
    modules_-_content_-_crt.png
  2. Select the Settings icon
    settings.png
  3. Set the default preferences
    preferences.png
    • Default View Options
      • Sort Requests By: Allows you to choose how the requests will be sorted
      • Display: Allows you to choose which alerts will display
      • Display Types: Allows you to choose if you see published, draft, submitted, or declined requests
      • Display Categories: Allows you to choose which categories will display
      • Results Per Page: Allows you to choose how many results show per page
  4. Select Save Changes 
    save_changes.png



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