Email Signature

 

There are many scenarios in which the information stored in NetSuite for a user (name, email address, and title) are not necessarily how they are presented to customers and for external communications. For example, a support specialist might be named Jon Love, with an Employee record title of “Support User,” and a NetSuite login email of jon.love@exploreconsulting.com. However, when communicating with customers, they may want to simply go by “Jon Love,” the Customer Care Specialist, and have emails arrive from support@exploreconsulting.com.

This can be accomplished in NetSuite through the use of the Signature field at Home > Set Preferences > General Subtab. Through the fields on this tab a user can control, for their login only, the Nickname, Signature, and From Email Address displayed on outbound email communication from NetSuite.

The three fields- Nickname, Signature, and From Email Address, are all within the User Profile section, as shown below. The Signature field will accommodate HTML, allowing for rich digital signatures if desired.

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The user can either choose to have the Signature included in all outbound emails from NetSuite, or they can include the signature using a CRMSDK tag from within specific emails as shown below.

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The resulting email to the customer automatically includes the signature, as well as the From information as configured at Home > Set Preferences. Note the From and Signature Emails are different.

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