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Zoho CRM – Add User Signature in New Email Template Editor

When you start using the new Zoho CRM template editor, one thing you might find puzzling is how to add a user signature to a template.  With the current editor, it’s simply a checkbox.  In the new editor it’s considered a “Merge Field“.

To insert any merge field you type a “#” and the merge box pops up.  To insert a user signature, you choose “User” from the top drop down, then select User Signature (shown below).

Suzanne Kirkland

Author Suzanne Kirkland

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