New Request Tracker


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






Assign Users to a Request Type (New CRT)

Who can use this feature?

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

 

 

Overview

You can assign users to a Request Type, which will alert them of submissions. 

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 Request Type
    request_type.png
  3. Click Actions
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  4. Select Properties
    properties.png
  5. Use the Assigned To buttons to assign the form to a user
    assigned_to.png
  6. Enter email addresses into the CC Email List
    email_list.png
    • Note: You must separate multiple email addresses with a semicolon.
    • Note: The CC list will only send an email to the email address to notify the recipient that there is a request, the recipients will not be able to close the ticket or modify it unless they are set as an active user on the request tracker module. If they are, they will be notified and then they can go to the Request Tracker module back-end and manage the request.
  7. Click Save
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