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adding a signature to an email sent within crm 4.0 RRS feed

  • Question

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    This probably a very easy one for you , but i can not find information on how to create a signature at the bottom of an email sent within CRM 4.0 . Can you help ? and also where would be a good place to find basic information like this , I have tried the resource centre and the online help.

     

    thanks

    Saturday, May 10, 2008 9:47 AM

Answers

  • There isn't an "email signature" function, but it can be done.  You will want to have the user create an email template (in settings/templates) with their signature.  Then, when they create an email in the web client, after adding the to, cc, etc, hit the insert template button and insert their template.

     

    Or, just use Outlook to do your emails and track the email in CRM.

     

    Saturday, May 10, 2008 11:06 AM
    Moderator

All replies

  • There isn't an "email signature" function, but it can be done.  You will want to have the user create an email template (in settings/templates) with their signature.  Then, when they create an email in the web client, after adding the to, cc, etc, hit the insert template button and insert their template.

     

    Or, just use Outlook to do your emails and track the email in CRM.

     

    Saturday, May 10, 2008 11:06 AM
    Moderator
  • thank you

    Saturday, May 10, 2008 2:03 PM