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.
Steps to Add New Email Signature are as follows.
- Log into Sage CRM as Sage CRM Administrator.
- Click on Preferences Tab
- Click on “Create Email Signature”. Refer below screenshot.
After clicking on “Create Email Signature”, you will be navigated to Email template creation screen. Create your template and Save it.
Once 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:
Now when this User navigates to Email screen, the default template defined in the preferences settings will be opened with his signature.
This 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!
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