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.

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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

Preference

  • 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.

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