Add an Auto Signature in Email body in Sage CRM

By | April 27, 2017

Your email signature is as important as any other part of your corporate identity.  Having a unified signature across the organization is the professional thing to do. You can even add any upcoming further events in organization.
In below blog we have explain how you can create default Email Template with Signature of User and make the template as default Email template.

New Stuff: Benefit Of Using Milestones In Project Plan

Consider below example for your reference.

  • User A: Create a new template in “Email Templates” section and add the required signature within the message body.
New Template

New Template

  • Once the template is defined with the signature, you can set this template as Default E-mail template against the individual user by navigating to preferences tab and setting below option from User preferences.
Default E-Mail Template


  • Now when this User navigate to Email screen, the default template defined in the preferences settings will be opened with his signature.
New Email

New Email

Similarly you can define individual User templates with signature and set the Default E-mail template option for each user from preferences tab.

About Us
Greytrix a globally recognized Premier Sage Gold Development Partner is a one stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.

Greytrix has some unique integration solutions for Sage CRM with Sage ERPs (Sage Enterprise Management (Sage X3), Sage Intacct, Sage 100Sage 500 and Sage 300).We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users and Sage PSG worldwide. Greytrix helps in migrating of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature and Sage CRM CTI Framework.

Greytrix is a recognized Sage Rockstar ISV Partner for GUMU™ Sage Enterprise Management – Sage CRM integration also listed on Sage Marketplace.

For more information on our integration solutions, please contact us at We will be glad to assist you.