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CRM Settings

My Settings / Email Signature

Your Signature will be used for emailing Sales documents.  If you don't have an email configured, then the company default CRM signature is used.

Ribbon Access: Webpage >   http://[servername]:[portno]/BPOCRM/User.aspx

Settings - My Email Settings

  • Click on the Settings button to the right of your UserName.

  • The session Options page will pop up.
  • Click on the Settings tile.

  1. The Rental Fees tab is selected by default.
  2. Click on My Email Settings tab. This will enable you to set up your own email signature that will be used instead of the default signature.

  • The Email Signature section will be displayed.

  1. Within the Design tab,
  2. type in the default signature and or
  3. paste an image as the default signature. You can resize the image if required.
  4. You can use the tool bar to customize the default signature.

  1. Click on the ../../../Service/LatestRelease/L tab if you wish to customize the default signature in ../../../Service/LatestRelease/L.
  2. Click on the Preview tab if you wish to preview the configured default signature.
  3. Click on the Save button or
  4. Save icon.
      • Note: Remember to maximise your screen if you do not see the Save button.

  • You will return to the Dashboard.