You can add a company signature and logo to all outgoing emails from FieldInsight. Once set up your signature will automatically be added to all emails, including instant, reminder and triggered emails to staff, customers and account customers. To add your signature follow the 4 steps below:
Now, let's go to Settings. To change the message templates click on the little orange gear icon ⚙️ in the upper right corner of any page.
Step 1
Click the Settings button at the top of the dropdown menu.
On the Settings page, from the top horizontal menu, hit Email & SMS button to
Step 2
Add your signature
Use the rich text editor to create your signature. You can add placeholders to add business details to your signature.
Step 3
Add your logo
Click on add file to upload your logo
Step 4
Click save to save your signature
This signature will now be added to all emails sent from FieldInsight, including all emails to staff, customers and account customers. Please note that the signature cannot be edited when sending instant messages, it will not be visible when editing messages and will only be added when you click send. You can send a test email to yourself to see your signature in an email.