What
This article shows how to add an Email Signature when sending an email out from the Timeline.
NOTE: Article KA-01491 describes how System Administrators can create and set up default email signatures for sending from the Mercury Email Editor.
Where
Home > Settings > Advanced Settings > Settings > Business > Templates > Email Signatures
How
1. Go to Advanced Settings to start the process for setting up the adding of an email signature for when sending an email out from the Timeline in Mercury CRM:
2. Click the arrow next to Settings and then click into Templates as shown below:
3. Click into Email Signatures:
4. From the screen above that appears, users can view their own Email Signatures or All Signatures which have been created.
5. Click on New and the following window will open:
6. Input the text required into the Body of the email, as above.
7. Be sure to click Save or Save & Close as highlighted in the screenshot above.
8. Now you can click into any Contact record.
9. In the Contact record's Timeline click on +New > Email as shown below:
10. The email screen will appear.
11. Click on Insert Signature as shown below:
12. A smaller window will appear:
13. Click on the magnifying glass to search for a Signature.
14. Choose the desired Signature and click Select.
15. The selected Signature will then be added to the body of the outgoing email: