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Product Suggestions
Status Shipped
Categories CRM App
Created by Guest
Created on Jun 26, 2019

Ability to set Default Email Signature

Although email signatures can be configured by admin users, all users must select the email signature that they wish to use every single time they create an email from within the CRM by using the 'Select a Signature' drop-down. For those that e.g. 99% of the time want to use 1 type of email signature (e.g. just a plain reply and forward style that has been set up in their system) they have to remember to this every time. 

It would be good to have at least one or a combination of the below options: 

  • Be able to select your 'default' email signature e.g. from the 'Select a Signature' drop-down. Maybe it would have the one you use the majority of the time ticked on automatically?
  • Have this as a User setting so that individual users could set their 'default' / 'most used' signature in their settings so that they have it applied all the time unless they specify otherwise.
  • To be able to set a signature when configuring your email templates - maybe there should be an option, like there is with Subject line, to say 'use X email signature for this email template'
  • Attach files