Create Email Signature feature in Sage CRM 2017

By | December 30, 2017

Sage CRM 2017 provides new feature of creating Email Template using “Create Email Signature” present in Preferences tab. Instead of creating email template using Email and Document settings, we can create it by simply navigating to Preferences tab.

New Stuff: GUMU™ for Sage CRM – Sage X3 Integration video tutorials

Steps to Add New Email Signature are as follows.

  1. Log into Sage CRM as Sage CRM Administrator.
  2. Click on Preferences Tab
  3. Click on “Create Email Signature”. Refer below screenshot.

PreferencesAfter clicking on “Create Email Signature”, you will be navigated to Email template creation screen. Create your template and Save it.
Create Email SignatureOnce new template is created, you will see that, Default Email Template is selected as the newly created template. You can change the template simply by clicking on “Edit Email Signature”. Refer below screenshot:
Edit Email SignatureNow when this User navigates to Email screen, the default template defined in the preferences settings will be opened with his signature.
Email SignatureThis setting can be configured separately for each users in Sage CRM. We have explained how signature can be added into Email Template based on Sage CRM users. Here is the link.

Hope this helps!

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.