The upgrade to Zoho CRM 2016 has been a pleasure so far. The enhancements will bring huge benefits to my clients including an improved user interface, integration with popular cloud services like Mailchimp, Eventbrite and Dropbox as well as new features such as Gamification, SalesInbox and SalesSignals.
But, where has “Add User Signature” gone? In the previous version of Zoho CRM, it used to be a checkbox option when creating a new email template. But, in Zoho 2016, it’s neatly tucked away for you. You have to go and find it.
Firstly, head over to Setup which is now displayed as a spanner in the top right of your CRM. Choose Templates and you’re presented with a much improved interface for email, inventory and mail merge templates.
Click on the New Template to create your new email and construct the text in the normal way. When you want to add your User Signature the end of the email, you need to use Merge Fields instead. Select “User” in the Merge Fields Type and then “User Signature” in the Select Fields option. You can then insert the User Signature as you would with any other CRM field in your email template :
Rename the template in the top left and you’re good to go complete with a User Signature. I think this is an improvement, but it was just tricky to find at first.
Using email templates within Zoho CRM is a really powerful way to manage the emails that you repeatably send to clients or for automated processes and renewals. If you need help in this area, then please get in touch and we’d be very happy to help you get started.
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