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raymond

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  1. 7 votes

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    1 comment  ·  Settings » Automation  ·  Admin →
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    raymond commented  · 

    Have the option within the automations to have the ability to reassign a job or contact to a new person as the action.

  2. 130 votes

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    You can use Email Templates to add signatures for each user when sending emails from either the Add Note feature or when sending automated emails.

    Direct email signatures per user from their profile is still on our development list but this is a great workaround in the meantime.

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    raymond commented  · 

    It would be great if each staff member could have an email signature built in so you do not need to enter that everytime.

    raymond supported this idea  · 
  3. 31 votes

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  4. 5 votes

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