Email | Signature Flexibility
A
Ali Baldari
Merged in a post:
Email Signature
R
Ryan Kidd
Please add a call to action button in the email signature. I would like to add a schedule a meeting option
A
Ali Baldari
Merged in a post:
Be able to edit the email signature where you can place the email designations below the company
Meg O'Malley
A
Ali Baldari
Merged in a post:
Allow for customization to email signature. whether or not I want designations included, location of information to be adjusted (address, website, phone, email...)
J
Jeff Roman
A
Amirah Mahmood
Merged in a post:
Email Signature Formatting
F
Fred Fogarty
I would like to improve the professionalism of client-facing emails by integrating the signature into the main body of the email, eliminating the appearance of two separate boxes. This enhancement should result in a single, unified piece of communication that provides a better and more professional experience for our clients
A
Amirah Mahmood
Merged in a post:
Customizing Email Signature
M
Mark Martiak
would like to customize email signature or at least be able to re-organize the layout to fit individual needs.
A
Amirah Mahmood
Merged in a post:
Email Signature Layout
A
Alvin Ybanez
The client (Mark Martiak, 428454) requested to have the option to change the layout of the email signature.
A
Amirah Mahmood
Merged in a post:
Customize email signature
K
Kate Hyland Mercer
It will be nice if there a way for the order of our information to be changed on the emails that go out. (Instead of the default set up). For instance, it says our names, then our email address, then our phone number, ect. It would make more sense if it said our names and then Financial Advisors under our names, then the company name followed by email and phone numbers. Also, The spacing of the signature line looks weird also.
Lucas Jans, VP of Product
Merged in a post:
Email Signature Buttons
D
David Rodriquez
Please add a "call to action" button to be used on our email signature. I would like to add a schedule meeting button
Lucas Jans, VP of Product
Merged in a post:
Multiple Email Signature Options
S
Stanford Hirata
Client would like the ability to have two different email signatures that he can attach to his emails. This would allow him to have emails that come from him directly and then other emails that come from his company as a whole. This includes being able to either use a logo or a portrait image in the signature based on what the client decides.
A
Amirah Mahmood
Merged in a post:
Please add ability to select an advisor from team to send emails
B
Brian Dixon
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