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How To Setup An Email Signature

Published: 2024-08-23 12:43:54

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Training and Educational Resources

IN THE CRM

1. Go to "Setup" in the left menu.

2. Navigate to "Settings".

3. Choose "Email" in the left column.

4. Scroll down and in the "Email Signature" box enter your email signature.

5. Press "Save Settings" to save your changes.

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stdClass Object ( [slug] => how-to-setup-a-email-signature [articleid] => 103 [articlegroup] => 9 [subject] => How To Setup An Email Signature [description] => <p style="text-align:center;"><strong><span style="color:#ff0000;font-size:18pt;"><video width="736" height="368" controls><source src="https://crm.podcator.com/media/victor-support/How%20to%20set%20up%20an%20email%20signature.mp4" type="video/mp4"></video></span></strong></p> <hr> <p style="text-align:center;"><strong><span style="color:#ff0000;font-size:18pt;">IN THE CRM</span></strong></p> <hr> <p style="text-align:center;"><span style="font-size:12pt;font-family:verdana, geneva, sans-serif;">1. Go to "<strong><span style="color:#0000ff;">Setup</span></strong>" in the left menu.</span></p> <hr> <p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;font-size:12pt;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20CRM.png" width="250" height="146" alt=""></span></p> <hr> <p style="text-align:center;"><span style="font-size:12pt;font-family:verdana, geneva, sans-serif;">2. Navigate to "<strong><span style="color:#0000ff;">Settings</span></strong>".</span></p> <hr> <p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;font-size:12pt;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20Settings%20CRM.png" width="250" height="123" alt=""></span></p> <hr> <p style="text-align:center;"><span style="font-size:12pt;font-family:verdana, geneva, sans-serif;">3. Choose "<strong><span style="color:#0000ff;">Email</span></strong>" in the left column.</span></p> <hr> <p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;font-size:12pt;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20Settings%20Email%20CRM.png" width="250" height="176" alt=""></span></p> <hr> <p style="text-align:center;"><span style="font-size:12pt;font-family:verdana, geneva, sans-serif;">4. Scroll down and in the "<strong><span style="color:#0000ff;">Email Signature</span></strong>" box enter your email signature.</span></p> <hr> <p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;font-size:12pt;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Email%20Signature%20CRM.png" width="600" height="108" alt=""></span></p> <hr> <p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;font-size:12pt;">5. Press "<strong><span style="color:#0000ff;">Save Settings</span></strong>" to save your changes.</span></p> <hr> <p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;font-size:12pt;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Universal%20Save%20Settings%20CRM.png" width="169" height="60" alt=""></span></p> <hr> <p style="text-align:center;"></p> [active_article] => 1 [datecreated] => 2024-08-23 12:43:54 [active_group] => 1 [group_name] => Training and Educational Resources [group_slug] => training-and-educational-resources [staff_article] => 0 )

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<nav aria-label="breadcrumb" class="tw-mb-6"> <ol class="breadcrumb tw-flex tw-items-center tw-flex-wrap tw-gap-2 tw-text-sm tw-mb-0 tw-p-3 tw-bg-neutral-50 tw-rounded-lg tw-border tw-border-neutral-200"> <li class="tw-inline-flex tw-items-center"> <a href="https://crm.podcator.com/" class="tw-text-neutral-500 hover:tw-text-primary tw-transition-colors"> <i class="fa fa-home"></i> </a> </li> <li class="tw-inline-flex tw-items-center"> <i class="fa fa-chevron-right tw-mx-2 tw-text-neutral-400 tw-text-xs"></i> <a href="https://crm.podcator.com/knowledge-base" class="tw-text-neutral-600 hover:tw-text-primary tw-transition-colors tw-font-medium"> Knowledge Base </a> </li> <li class="tw-inline-flex tw-items-center"> <i class="fa fa-chevron-right tw-mx-2 tw-text-neutral-400 tw-text-xs"></i> <a href="https://crm.podcator.com/knowledge-base/category/training-and-educational-resources" class="tw-text-neutral-600 hover:tw-text-primary tw-transition-colors tw-font-medium"> Training and Educational Resources </a> </li> <li class="tw-inline-flex tw-items-center"> <i class="fa fa-chevron-right tw-mx-2 tw-text-neutral-400 tw-text-xs"></i> <span class="tw-text-neutral-900 tw-font-semibold">How To Setup An Email Signature</span> </li> </ol> </nav> <div class="section-knowledge-base"> <div class="row"> <div class="col-md-8"> <div class="panel_s"> <div class="panel-body"> <h1 class="tw-mt-0 tw-mb-4 kb-article-single-heading tw-font-semibold tw-text-2xl tw-text-neutral-700"> How To Setup An Email Signature </h1> <div class="tw-flex tw-flex-wrap tw-items-center tw-gap-4 tw-mb-6 tw-pb-4 tw-border-b tw-border-neutral-200"> <div class="tw-flex tw-items-center tw-text-sm tw-text-neutral-600 tw-bg-neutral-50 tw-px-3 tw-py-1.5 tw-rounded-full"> <i class="fa fa-calendar tw-mr-2 tw-text-neutral-400"></i> <span class="tw-font-medium">Published: 2024-08-23 12:43:54</span> </div> <div class="tw-flex tw-items-center tw-text-sm tw-text-neutral-600 tw-bg-neutral-50 tw-px-3 tw-py-1.5 tw-rounded-full"> <i class="fa fa-eye tw-mr-2 tw-text-neutral-400"></i> <span class="tw-font-medium">188 Views</span> </div> <div class="tw-flex tw-items-center tw-text-sm"> <span class="badge tw-bg-primary/10 tw-text-primary tw-px-3 tw-py-1.5 tw-font-medium"> <i class="fa fa-folder tw-mr-1"></i>Training and Educational Resources </span> </div> </div> <div class="tc-content kb-article-content tw-text-neutral-700 tw-mb-6"> <p style="text-align:center;"><strong><span style="color:#ff0000;font-size:18pt;"><video width="736" height="368" controls><source src="https://crm.podcator.com/media/victor-support/How%20to%20set%20up%20an%20email%20signature.mp4" type="video/mp4"></video></span></strong></p> <hr> <p style="text-align:center;"><strong><span style="color:#ff0000;font-size:18pt;">IN THE CRM</span></strong></p> <hr> <p style="text-align:center;"><span style="font-size:12pt;font-family:verdana, geneva, sans-serif;">1. Go to "<strong><span style="color:#0000ff;">Setup</span></strong>" in the left menu.</span></p> <hr> <p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;font-size:12pt;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20CRM.png" width="250" height="146" alt=""></span></p> <hr> <p style="text-align:center;"><span style="font-size:12pt;font-family:verdana, geneva, sans-serif;">2. Navigate to "<strong><span style="color:#0000ff;">Settings</span></strong>".</span></p> <hr> <p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;font-size:12pt;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20Settings%20CRM.png" width="250" height="123" alt=""></span></p> <hr> <p style="text-align:center;"><span style="font-size:12pt;font-family:verdana, geneva, sans-serif;">3. Choose "<strong><span style="color:#0000ff;">Email</span></strong>" in the left column.</span></p> <hr> <p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;font-size:12pt;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20Settings%20Email%20CRM.png" width="250" height="176" alt=""></span></p> <hr> <p style="text-align:center;"><span style="font-size:12pt;font-family:verdana, geneva, sans-serif;">4. Scroll down and in the "<strong><span style="color:#0000ff;">Email Signature</span></strong>" box enter your email signature.</span></p> <hr> <p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;font-size:12pt;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Email%20Signature%20CRM.png" width="600" height="108" alt=""></span></p> <hr> <p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;font-size:12pt;">5. Press "<strong><span style="color:#0000ff;">Save Settings</span></strong>" to save your changes.</span></p> <hr> <p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;font-size:12pt;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Universal%20Save%20Settings%20CRM.png" width="169" height="60" alt=""></span></p> <hr> <p style="text-align:center;"></p> </div> <hr class="hr-panel-separator tw-my-6" /> <div class="tw-mt-6 tw-pt-6 tw-border-t tw-border-neutral-200"> <h4 class="tw-font-semibold tw-text-lg tw-mb-4"> Did you find this article useful? </h4> <div class="answer_response tw-mb-3 tw-text-sm tw-text-neutral-500"></div> <div class="btn-group article_useful_buttons tw-flex tw-gap-2" role="group"> <button type="button" data-answer="1" class="btn btn-success tw-px-6 tw-py-2 tw-font-medium hover:tw-bg-green-600 tw-transition-colors"> <i class="fa fa-thumbs-up tw-mr-2"></i>Yes </button> <input type="hidden" name="articleid" value="103"> <button type="button" data-answer="0" class="btn btn-danger tw-px-6 tw-py-2 tw-font-medium hover:tw-bg-red-600 tw-transition-colors"> <i class="fa fa-thumbs-down tw-mr-2"></i>No </button> </div> </div> </div> </div> </div> <div class="col-md-4"> <div class="panel_s tw-border tw-border-neutral-200 tw-rounded tw-shadow-sm"> <div class="panel-body"> <h4 class="kb-related-heading tw-font-semibold tw-text-lg tw-text-neutral-700 tw-mt-0 tw-mb-4 tw-pb-3 tw-border-b tw-border-neutral-200"> <i class="fa fa-link tw-mr-2 tw-text-primary"></i>Related Articles </h4> <ul class="articles_list tw-divide-y tw-divide-neutral-200 tw-divide-solid tw-space-y-0"> <li class="tw-py-4 tw-border-b tw-border-neutral-200 last:tw-border-0 hover:tw-bg-neutral-50 tw-transition-colors tw-rounded tw-px-2 tw--mx-2"> <h5 class="article-heading article-related-heading tw-text-base tw-font-semibold tw-my-0 tw-mb-2"> <a href="https://crm.podcator.com/knowledge-base/article/staff-permissions-explained" class="tw-text-neutral-700 hover:tw-text-primary tw-transition-colors"> How to set up staff permissions </a> </h5> <p class="tw-text-neutral-500 tw-text-sm tw-mb-0" style="display: -webkit-box; -webkit-line-clamp: 2; -webkit-box-orient: vertical; overflow: hidden;"> IN THE CRM Invoices View (Global) – All invoices. View (Own) – Only invoices... </p> </li> <li class="tw-py-4 tw-border-b tw-border-neutral-200 last:tw-border-0 hover:tw-bg-neutral-50 tw-transition-colors tw-rounded tw-px-2 tw--mx-2"> <h5 class="article-heading article-related-heading tw-text-base tw-font-semibold tw-my-0 tw-mb-2"> <a href="https://crm.podcator.com/knowledge-base/article/whatsapp-integration" class="tw-text-neutral-700 hover:tw-text-primary tw-transition-colors"> Whatsapp Integration </a> </h5> <p class="tw-text-neutral-500 tw-text-sm tw-mb-0" style="display: -webkit-box; -webkit-line-clamp: 2; -webkit-box-orient: vertical; overflow: hidden;"> IN TWILIO Note: There is no support available without having facebook business approved accoun... </p> </li> <li class="tw-py-4 tw-border-b tw-border-neutral-200 last:tw-border-0 hover:tw-bg-neutral-50 tw-transition-colors tw-rounded tw-px-2 tw--mx-2"> <h5 class="article-heading article-related-heading tw-text-base tw-font-semibold tw-my-0 tw-mb-2"> <a href="https://crm.podcator.com/knowledge-base/article/copying-invoice" class="tw-text-neutral-700 hover:tw-text-primary tw-transition-colors"> How To Copy An Invoice </a> </h5> <p class="tw-text-neutral-500 tw-text-sm tw-mb-0" style="display: -webkit-box; -webkit-line-clamp: 2; -webkit-box-orient: vertical; overflow: hidden;"> IN THE CRM 1. Click on the "Sales" button in the left menu and select "Invoices" from the dropdown ... </p> </li> <li class="tw-py-4 tw-border-b tw-border-neutral-200 last:tw-border-0 hover:tw-bg-neutral-50 tw-transition-colors tw-rounded tw-px-2 tw--mx-2"> <h5 class="article-heading article-related-heading tw-text-base tw-font-semibold tw-my-0 tw-mb-2"> <a href="https://crm.podcator.com/knowledge-base/article/changing-language" class="tw-text-neutral-700 hover:tw-text-primary tw-transition-colors"> How To Change A Language on the Platform? </a> </h5> <p class="tw-text-neutral-500 tw-text-sm tw-mb-0" style="display: -webkit-box; -webkit-line-clamp: 2; -webkit-box-orient: vertical; overflow: hidden;"> How To Change A Language on the Platform? ON THE CRM 1. Go to your profile - the orange circle on... </p> </li> <li class="tw-py-4 tw-border-b tw-border-neutral-200 last:tw-border-0 hover:tw-bg-neutral-50 tw-transition-colors tw-rounded tw-px-2 tw--mx-2"> <h5 class="article-heading article-related-heading tw-text-base tw-font-semibold tw-my-0 tw-mb-2"> <a href="https://crm.podcator.com/knowledge-base/article/adding-new-filter-to-leads" class="tw-text-neutral-700 hover:tw-text-primary tw-transition-colors"> How To Add A New Filter To Leads? </a> </h5> <p class="tw-text-neutral-500 tw-text-sm tw-mb-0" style="display: -webkit-box; -webkit-line-clamp: 2; -webkit-box-orient: vertical; overflow: hidden;"> IN THE CRM 1. Go to "Setup" at the bottom right part of the settings panel. 2. Choose "Custom ... </p> </li> </ul> </div> </div> </div> </div> </div>

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article	stdClass Object ( [slug] => how-to-setup-a-email-signature [articleid] => 103 [articlegroup] => 9 [subject] => How To Setup An Email Signature [description] => <p style="text-align:center;"><strong><span style="color:#ff0000;font-size:18pt;"><video width="736" height="368" controls><source src="https://crm.podcator.com/media/victor-support/How%20to%20set%20up%20an%20email%20signature.mp4" type="video/mp4"></video></span></strong></p> <hr> <p style="text-align:center;"><strong><span style="color:#ff0000;font-size:18pt;">IN THE CRM</span></strong></p> <hr> <p style="text-align:center;"><span style="font-size:12pt;font-family:verdana, geneva, sans-serif;">1. Go to "<strong><span style="color:#0000ff;">Setup</span></strong>" in the left menu.</span></p> <hr> <p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;font-size:12pt;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20CRM.png" width="250" height="146" alt=""></span></p> <hr> <p style="text-align:center;"><span style="font-size:12pt;font-family:verdana, geneva, sans-serif;">2. Navigate to "<strong><span style="color:#0000ff;">Settings</span></strong>".</span></p> <hr> <p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;font-size:12pt;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20Settings%20CRM.png" width="250" height="123" alt=""></span></p> <hr> <p style="text-align:center;"><span style="font-size:12pt;font-family:verdana, geneva, sans-serif;">3. Choose "<strong><span style="color:#0000ff;">Email</span></strong>" in the left column.</span></p> <hr> <p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;font-size:12pt;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20Settings%20Email%20CRM.png" width="250" height="176" alt=""></span></p> <hr> <p style="text-align:center;"><span style="font-size:12pt;font-family:verdana, geneva, sans-serif;">4. Scroll down and in the "<strong><span style="color:#0000ff;">Email Signature</span></strong>" box enter your email signature.</span></p> <hr> <p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;font-size:12pt;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Email%20Signature%20CRM.png" width="600" height="108" alt=""></span></p> <hr> <p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;font-size:12pt;">5. Press "<strong><span style="color:#0000ff;">Save Settings</span></strong>" to save your changes.</span></p> <hr> <p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;font-size:12pt;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Universal%20Save%20Settings%20CRM.png" width="169" height="60" alt=""></span></p> <hr> <p style="text-align:center;"></p> [active_article] => 1 [datecreated] => 2024-08-23 12:43:54 [active_group] => 1 [group_name] => Training and Educational Resources [group_slug] => training-and-educational-resources [staff_article] => 0 )
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related_articles	Array ( [0] => Array ( [articleid] => 21 [articlegroup] => 9 [subject] => How to set up staff permissions [description] => <article class="clearfix post-162 post type-post status-publish format-standard hentry category-general-informations"> <div class="entry-content"> <p style="text-align:center;"><video width="730" height="365" controls><source src="https://crm.podcator.com/media/victor-support/how%20to%20set%20up%20staff%20permissons.mp4" type="video/mp4"></video></p> <hr> <h4 style="text-align:center;"><span style="font-size:18pt;color:#ff0000;">IN THE CRM</span></h4> <hr> <h4></h4> <h4 style="text-align:center;"><span style="font-size:18pt;color:#3366ff;">Invoices</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#invoices"></a></h4> <ul> <li>View (Global) – All invoices.</li> <li>View (Own) – Only invoices created by a staff member.</li> <li>Create – Create invoices</li> <li>Edit – All (if have permission View Global ) and own</li> <li>Delete<span> </span>– All (if have permission View Global ) and own</li> </ul> <p>A staff member will be able to see invoices as well if in<strong><span> </span>Setup->Settings->Finance->Invoices</strong><span> </span>the option “<strong>Allow staff members to view invoices where they are assigned to</strong>” is set to<span> </span><strong>Yes<span> </span></strong>and the staff is added as sale agent to the invoice.</p> <h4 style="text-align:center;"><span style="color:#3366ff;font-size:18pt;">Estimates</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#estimates"></a></h4> <ul> <li>View (Global) – All estimates.</li> <li>View (Own) – Only estimates created by the staff member.</li> <li>Create – Create estimates</li> <li>Edit – All (if have permission View Global ) and own</li> <li>Delete<span> </span>– All (if have permission View Global ) and own</li> </ul> <p>A staff member will be able to see estimates as well if in<strong><span> </span>Setup->Settings->Finance->Estimates</strong><span> </span>the option “<strong>Allow staff members to view estimates where they are assigned to</strong>” is set to<span> </span><strong>Yes<span> </span></strong>and the staff is added as sale agent to the estimate.</p> <h4 style="text-align:center;"><span style="font-size:18pt;color:#3366ff;">Proposals</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#proposals"></a></h4> <ul> <li>View (Global) – All proposals.</li> <li>View (Own) – Only proposals created by staff member.</li> <li>Create – Create proposals</li> <li>Edit – All (if have permission View Global ) and own</li> <li>Delete – All (if have permission View Global ) and own</li> </ul> <p>A staff member will be able to see proposals as well if in<strong><span> </span>Setup->Settings->Finance->Proposals<span> </span></strong>the option “<strong>Allow staff members to view proposals where they are assigned to</strong>” is set to<span> </span><strong>Yes<span> </span></strong>and the staff is added as assigned to the proposal.</p> <p style="text-align:center;"><span style="color:#3366ff;font-size:18pt;"><strong>Expenses</strong></span></p> <ul> <li>View (Global) – All expenses.</li> <li>View (Own) – Only expenses created by staff member.</li> <li>Create – Create expenses</li> <li>Edit – All (if have permission View Global ) and own</li> <li>Delete – All (if have permission View Global ) and own</li> </ul> <h4 style="text-align:center;"><span style="font-size:18pt;color:#3366ff;">Contracts</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#contracts"></a></h4> <ul> <li>View (Global) – All contracts.</li> <li>View (Own) – Only contracts created by the staff member.</li> <li>Create – Create contracts</li> <li>Edit – All (if have permission View Global ) and own</li> <li>Delete – All (if have permission View Global ) and own</li> </ul> <h4 style="text-align:center;"><span style="font-size:18pt;color:#3366ff;">Payments</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#payments"></a></h4> <ul> <li>View (Global) – All payments.</li> <li>View (Own) – (Not applicable) Based on invoices View (Own) permissions. If staff member have permission for invoices View (Own) will be able to see only payments linked to invoices created from the staff member.</li> <li>Create – Create payments – if have permission View (Own) for invoices will be able to add payments based on invoices created by the staff member.</li> <li>Edit – All (if have permission View Global for invoices ) and own based on invoices permission.</li> <li>Delete – All (if have permission View Global for payments) and own based on invoices permission.</li> </ul> <h4 style="text-align:center;"><span style="font-size:18pt;color:#3366ff;">Projects</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#projects"></a></h4> <ul> <li>View (Global) – All projects</li> <li>View (Own) – (Not applicable) If staff member doesn’t have permission View(Global) for projects then will be able to see only projects where this staff member is added as a project member.</li> <li>Create – Create new projects</li> <li>Edit – All (if have permission View Global ) and projects where a staff member is added as a project member</li> <li>Delete – All (if have permission View Global ) and own</li> </ul> <h4 style="text-align:center;"><span style="color:#3366ff;font-size:18pt;">Tasks</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#tasks"></a></h4> <ul> <li>View (Global) – All tasks</li> <li>View (Own) – (Not applicable) If staff member dont have permission View(Global) for tasks then will be able to see only tasks where this staff member is assigned, added as follower or task is public.</li> <li>Create – Create new tasks</li> <li>Edit – All (if have permission View Global ) and tasks where staff member is connected.</li> <li>Delete – All (if have permission View Global ) and tasks where staff member is connected.</li> </ul> <p>In 1 occasion<span> </span><strong>staff member will be able to see other tasks</strong><span> </span>(if doesn’t have permission View Global for tasks) related to project where the<strong><span> </span></strong>staff member is added as project member only if in<span> </span><strong>Setup->Settings->Tasks</strong><span> </span>-> <strong>Allow all staff to see all tasks related to projects (includes non-staff)</strong><span> </span>is set to<span> </span><strong>YES</strong>.</p> <h4 style="text-align:center;"><span style="font-size:18pt;color:#3366ff;">Customers</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#customers"></a></h4> <ul> <li>View (Global) – All customers.</li> <li>View (Own) – (Not applicable) Based on<span> </span>customer admin, eq if user is added as customer admin for a specific customer then the menu item will be shown and this user will be able to see only his customers.</li> <li>Create – Create customers – If dont have permissions View (Global) the staff member will be auto added as customer admin.</li> <li>Edit – All (if have permission View Global ) and own</li> <li>Delete – Delete customers – All (if have permission ) and own</li> </ul> <p><strong>Note:</strong><strong>The staff member needs to be assigned at least to 1 customer admin the menu item Customers to be shown.</strong></p> <h4 style="text-align:center;"><span style="color:#3366ff;font-size:18pt;">Items</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#items"></a></h4> <ul> <li>View (Global) – View all items.</li> <li>View (Own) – Not applicable.</li> <li>Create – Create items</li> <li>Edit – Edit and manage all items.</li> <li>Delete – All</li> </ul> <h4 style="text-align:center;"><span style="font-size:18pt;color:#3366ff;">Knowledge Base</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#knowledge-base"></a></h4> <ul> <li>View (Global) – View all articles includes internal staff members articles.</li> <li>View (Own) – Not applicable.</li> <li>Create – Create articles and groups</li> <li>Edit – Edit and manage all articles and groups.</li> <li>Delete – All</li> </ul> <h4 style="text-align:center;"><span style="color:#3366ff;font-size:18pt;">Goals</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#goals"></a></h4> <ul> <li>View (Global) – View all goals.</li> <li>View (Own) – Not applicable.</li> <li>Create – Create goals</li> <li>Edit – Edit and manage all goals.</li> <li>Delete – All</li> </ul> <h4 style="text-align:center;"><span style="font-size:18pt;color:#3366ff;">Email Templates</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#email-templates"></a></h4> <ul> <li>View (Global) – View all email templates</li> <li>View (Own) – Not applicable.</li> <li>Create -Not applicable.</li> <li>Edit – Edit and manage all email templates.</li> <li>Delete – Not applicable.</li> </ul> <h4 style="text-align:center;"><span style="font-size:18pt;color:#3366ff;">Reports</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#reports"></a></h4> <ul> <li>View (Global) – <strong>View all reports</strong></li> <li>View (Own) – Not applicable.</li> <li>Create -Not applicable.</li> <li>Edit – Not applicable.</li> <li>Delete – Not applicable.</li> </ul> <h4 style="text-align:center;"><span style="font-size:18pt;color:#3366ff;">Roles</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#roles"></a></h4> <ul> <li>View (Global) – View all roles.</li> <li>View (Own) – Not applicable.</li> <li>Create – Create roles.</li> <li>Edit – Edit and manage all roles.</li> <li>Delete – All.</li> </ul> <h4 style="text-align:center;"><span style="font-size:18pt;color:#3366ff;">Settings (Setup->Settings)</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#settings-setup-settings"></a></h4> <ul> <li>View (Global) – View all settings.</li> <li>View (Own) – Not applicable.</li> <li>Create – Not applicable.</li> <li>Edit – Update all settings.</li> <li>Delete – Not applicable.</li> </ul> <h4 style="text-align:center;"><span style="color:#3366ff;font-size:18pt;">Staff</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#staff"></a></h4> <ul> <li>View (Global) – View all staff members.</li> <li>View (Own) – Not applicable.</li> <li>Create – Create new staff members.</li> <li>Edit – Edit and manage all staff members.</li> <li>Delete – All.</li> </ul> <h4 style="text-align:center;"><span style="font-size:18pt;color:#3366ff;">Surveys</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#surveys"></a></h4> <ul> <li>View (Global) – View all surveys.</li> <li>View (Own) – Not applicable.</li> <li>Create – Create newsurveys.</li> <li>Edit – Edit and manage all surveys.</li> <li>Delete – All.</li> </ul> <h4 style="text-align:center;"><span style="font-size:18pt;color:#3366ff;">Bulk PDF Exporter</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#bulk-pdf-exporter"></a></h4> <ul> <li>View (Global) – Staff member will be able to VIEW bulk PDF exporter feature in Utilities->Bulk PDF Exporter and will be able to export invoices,proposals,payments,estimates based on the permissions for these feature. eq Staff member have permission for invoices View(Own) then will be able to export only invoices that are created from this staff member.</li> <li>View (Own) – Not applicable.</li> <li>Create – Not applicable.</li> <li>Edit – All (if have permission View Global ) and own</li> <li>Delete – Not applicable</li> </ul> <h4 style="text-align:center;"><span style="font-size:18pt;color:#3366ff;">Leads</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#leads"></a></h4> <p><strong>Note that the lead permission will be hidden if a staff member is marked as<span> </span>not staff member.</strong></p> <ul> <li>View (Global) – If this permission is<span> </span><strong>not</strong><span> </span>checked, a staff member will be only able to view leads to where is assigned, leads created by the staff member, and leads that are marked as public.</li> <li>View (Own) – Not applicable.</li> <li>Create – Not applicable – All staff can create leads, except members marked as<span> </span>not staff members</li> <li>Edit – Not applicable – Everyone who has access to specific lead can edit most of the lead information for better collaboration and keep up to date lead information.</li> <li>Delete – If not granted, the staff will be able to delete his own leads only.</li> </ul> <ul> <li>Staff members that are<span> </span><strong>not admins can only see leads to whom are assigned</strong>, <strong>lead is created by staff member, or lead is marked as public</strong>.</li> <li>Staff members that are<span> </span><strong>not admins can create and assign leads to all other staff members.</strong></li> </ul> <h4 style="text-align:center;"><span style="font-size:18pt;color:#3366ff;"><strong>Other notes about permissions:</strong></span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#other-notes-about-permissions"></a></h4> <ul> <li><strong>Support Tickets</strong><span> </span>– By default only staff members that belong to the ticket department will be able to see tickets if in<span> </span><strong>Setup->Settings->Tickets</strong><span> </span>the option <strong>Allow staff to access the only ticket that belongs to staff departments</strong><span> </span>is set to<span> </span><strong>YES</strong>, otherwise will be able to see all tickets.</li> </ul> <p></p> <p style="text-align:center;"><span style="color:#3366ff;"><span style="color:#000000;">Artilcles you may find useful for you: </span><br><a href="https://crm.podcator.com/admin/knowledge_base/view/permissions-and-roles-management-guide" style="color:#3366ff;">Permissions and Roles Management Guide</a></span></p> <p style="text-align:center;"><span style="color:#3366ff;"><a href="https://crm.podcator.com/knowledge-base/article/staff-management-user-guide" style="color:#3366ff;">Staff Management User Guide</a></span></p> <p style="text-align:center;"><span style="color:#3366ff;"><a href="https://crm.podcator.com/knowledge-base/article/how-to-prevent-staff-from-being-logged-in-more-than-once" style="color:#3366ff;">How to Prevent Staff from Being Logged in more than Once?</a></span></p> <p style="text-align:center;"><span style="color:#3366ff;"><a href="https://crm.podcator.com/admin/knowledge_base/article/436" style="color:#3366ff;">How to Enable CFD Modification for the Agent?</a></span></p> <p style="text-align:center;"><span style="color:#3366ff;"><a href="https://crm.podcator.com/admin/knowledge_base/article/434" style="color:#3366ff;">How to Restrict Support Access to Staff?</a></span><span style="color:#3366ff;"></span></p> </div> </article> <section class="clearfix"></section> [slug] => staff-permissions-explained [active] => 1 [datecreated] => 2023-06-08 09:56:32 [article_order] => 0 [staff_article] => 0 [wordpress_id] => [wordpress_site_id] => ) [1] => Array ( [articleid] => 24 [articlegroup] => 9 [subject] => Whatsapp Integration [description] => <div class="steper_cl" style="text-align:center;"><strong><span style="color:#ff0000;font-size:18pt;">IN TWILIO</span></strong></div> <div class="steper_cl" style="text-align:center;"><hr></div> <div class="steper_cl" style="text-align:center;"><b style="font-size:12pt;">Note:</b><span style="font-size:12pt;"> </span><i style="font-size:12pt;">There is no support available without having facebook business approved account for whatsapp features.</i></div> <div class="steper_cl" style="text-align:center;"><hr> <p class="card__body">Navigate to the Messaging > Senders > WhatsApp Senders section in the Twilio Console. Click the "Submit a WhatsApp Sender" button to create a new sender profile. If you already have a WhatsApp sender, the button will say "New WhatsApp Sender". Here you can create a new sender with your verified facebook business id.</p> <hr> <p class="card__body"><img src="https://crm.podcator.com/media/articles/230702-204522.png" alt="new-sender.png" width="1351" height="610"></p> <p class="card__body"><img src="https://crm.podcator.com/media/articles/230702-204516.png" alt="sender-link-to-facebook.png" width="1366" height="1288"></p> <p class="card__body"><img src="https://crm.podcator.com/media/articles/230702-204508.png" alt="twilio-whatsapp-seder.png" width="1366" height="993"></p> <p class="card__body"></p> <p class="card__body"><img src="https://crm.podcator.com/media/articles/230702-204500.png" alt="sender-endpoint.png" width="1366" height="1738"></p> <hr> <div class="steper_cl"> <div class="card__container"><strong><span style="font-size:18pt;color:#ff0000;">IN WHATSAPP TEMPLATES</span></strong></div> <div class="card__container"><hr><span style="font-size:12pt;"></span></div> </div> <p>Access the WhatsApp Message Templates page in Console by navigating to Messaging -> Senders -> WhatsApp Templates. Click the Submit a Message Template button. If you are not creating a template for the first time, you will see the New message template button. Click it to create additional templates. Read more about it click here.</p> <hr> <p><img src="https://crm.podcator.com/media/articles/230702-204452.png" alt="twilio-whatsapp-temp.png" width="1366" height="762"></p> <div class="card__container"> <h1 class="card__header"><strong><span style="font-size:18pt;color:#ff0000;">IN THE CRM</span></strong></h1> <hr> <p class="card__body">Integration of Lead Manager with whatsapp is easy if you have a verified bussiness account on Facebook and approved by whatsapp.</p> <hr> <p>1. Go to the "<span style="color:#3366ff;">Leads</span>" tab.</p> <hr> <p class="mb-2"><img src="https://crm.podcator.com/media/victor-support/leads.png" width="286" height="266" alt=""></p> <hr> <p class="mb-2">2. Find a lead and click on his name.</p> <hr> <p class="mb-2"><img src="https://crm.podcator.com/media/victor-support/entering%20lead.png" width="724" height="87" alt=""></p> <hr> <p class="mb-2">3. Go to the "<span style="color:#3366ff;">Edit</span>" button in the top right corner.</p> <hr> <p class="mb-2"><img src="https://crm.podcator.com/media/victor-support/leadsLeadEdit.png" width="729" height="139" alt=""></p> <hr> <p class="mb-2">4. Set the "<span style="color:#3366ff;">Whatsapp Enable</span>" to the option you want.</p> <hr> <p class="mb-2"><img src="https://crm.podcator.com/media/victor-support/leadsLeadEditWhatsappenable.png" width="142" height="234" alt=""></p> <hr></div> </div> <div class="card__container" style="text-align:center;"><span style="font-size:12pt;">5. Click on the "<span style="color:#3366ff;">Save</span>" button.</span><b></b></div> <div class="card__container" style="text-align:center;"><hr> <p><img src="https://crm.podcator.com/media/victor-support/templatesSaveButton.png" width="75" height="50" alt=""></p> <hr><b></b></div> [slug] => whatsapp-integration [active] => 1 [datecreated] => 2023-07-02 18:42:47 [article_order] => 0 [staff_article] => 0 [wordpress_id] => [wordpress_site_id] => ) [2] => Array ( [articleid] => 37 [articlegroup] => 9 [subject] => How To Copy An Invoice [description] => <p style="text-align:center;"><strong><span style="font-size:18pt;color:#ff0000;">IN THE CRM</span></strong></p> <hr> <p style="text-align:center;">1. Click on the "<span style="color:#3366ff;">Sales</span>" button in the left menu and select "<span style="color:#3366ff;">Invoices</span>" from the dropdown list.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Sales%20Invoices%20CRM.png" width="250" height="359" alt=""></p> <hr> <p style="text-align:center;"><strong>OR</strong></p> <hr> <p style="text-align:center;">1. Select "<span style="color:#3366ff;">Traders</span>" in the left menu.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/traders.png" width="287" height="168" alt=""></p> <hr> <p style="text-align:center;">Find the <span style="color:#000000;">trader</span>, click on "<span style="color:#3366ff;">View</span>" under his name.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/enteringTrader.png" width="664" height="114" alt=""></p> <hr> <p style="text-align:center;">Go to "<span style="color:#3366ff;">Invoices</span>" in the left list.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Traders%20Account%20Invoices%20CRM.png" width="250" height="181" alt=""></p> <hr> <p style="text-align:center;">2. Choose a particular invoice and click "<span style="color:#3366ff;">More</span>" on the right side of the screen.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Open%20Invoice%20Closed%20More%20CRM.png" width="600" height="372" alt=""></p> <hr> <p style="text-align:center;">3. Select "<span style="color:#3366ff;">Copy Invoice</span>" from the dropdown list.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Open%20Invoice%20Open%20More%20CRM.png" width="200" height="317" alt=""></p> <hr> <p style="text-align:center;"></p> <div> <div class="gtx-trans-icon"></div> </div> [slug] => copying-invoice [active] => 1 [datecreated] => 2024-02-01 14:54:52 [article_order] => 0 [staff_article] => 0 [wordpress_id] => [wordpress_site_id] => ) [3] => Array ( [articleid] => 41 [articlegroup] => 9 [subject] => How To Change A Language on the Platform? [description] => <p style="text-align:center;"><strong><span style="font-size:18pt;color:#ff0000;"><video width="738" height="369" controls><source src="https://crm.podcator.com/media/victor-support/How%20to%20change%20a%20language.mp4" type="video/mp4"></video></span></strong></p> <hr> <p style="text-align:center;"><span style="font-size:18pt;color:#0000ff;">How To Change A Language on the Platform?</span></p> <p style="text-align:center;"><span style="font-size:18pt;"><strong><span style="color:#ff0000;">ON THE CRM</span></strong></span></p> <hr> <p style="text-align:center;">1. Go to your profile - the orange circle on the top right side of the page.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20Platform%20Other/Profile%20Click%20Platform.png" width="250" height="96" alt=""></p> <hr> <p style="text-align:center;">2. Find the "<strong><span style="color:#3366ff;">Language</span></strong>" button and choose the language.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251202-180145.png" width="655" height="407" alt=""></p> <hr> <p style="text-align:center;">3. Scroll down and choose "<strong><span style="color:#3366ff;">Save Changes</span></strong>".</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251202-180235.png" width="237" height="72" alt=""></p> [slug] => changing-language [active] => 1 [datecreated] => 2024-02-05 11:47:22 [article_order] => 0 [staff_article] => 0 [wordpress_id] => [wordpress_site_id] => ) [4] => Array ( [articleid] => 47 [articlegroup] => 9 [subject] => How To Add A New Filter To Leads? [description] => <p style="text-align:center;"><strong><span style="font-size:18pt;color:#ff0000;"><video width="724" height="362" controls><source src="https://crm.podcator.com/media/victor-support/how%20to%20add%20new%20lead%20filter.mp4" type="video/mp4"></video></span></strong></p> <hr> <p style="text-align:center;"><strong><span style="font-size:18pt;color:#ff0000;">IN THE CRM</span></strong></p> <hr> <p style="text-align:center;">1. Go to "<strong><span style="color:#3366ff;">Setup</span></strong>" at the bottom right part of the settings panel.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20CRM.png" width="250" height="146" alt=""></p> <hr> <p style="text-align:center;">2. Choose "<strong><span style="color:#3366ff;">Custom fields</span></strong>" option and inside press on "<strong><span style="color:#3366ff;">New custom field</span></strong>".</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20Custom%20Fields%20CRM.png" width="250" height="151" alt=""><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/New%20Custom%20Field%20Button%20CRM.png" width="250" height="71" alt=""></p> <hr> <p style="text-align:center;">3. Fill in the fields and press "<strong><span style="color:#3366ff;">Submit</span></strong>".</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/New%20Custom%20Field%20Form%20CRM.png" width="600" height="539" alt=""></p> <hr> <p style="text-align:center;">4. Go to "<strong><span style="color:#3366ff;">SI Lead Filters</span></strong>" on the settings panel and choose "<strong><span style="color:#3366ff;">Settings</span></strong>". </p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/SI%20Lead%20Filters%20Settings%20CRM.png" width="250" height="161" alt=""></p> <hr> <p style="text-align:center;">5. Type in the name of your new filter and submit. It will now appear in "<strong><span style="color:#3366ff;">Leads</span></strong>".</p> <hr> <p style="text-align:center;">If you ever decide to delete the particular filter, you've got to follow the same steps and re-submit it in "SI Lead Filters" in the "Settings". By resubmitting it, the filter will dissapear from the feed. </p> <hr> <p></p> [slug] => adding-new-filter-to-leads [active] => 1 [datecreated] => 2024-02-08 09:16:15 [article_order] => 0 [staff_article] => 0 [wordpress_id] => [wordpress_site_id] => ) )
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title	How To Setup An Email Signature
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view	<nav aria-label="breadcrumb" class="tw-mb-6"> <ol class="breadcrumb tw-flex tw-items-center tw-flex-wrap tw-gap-2 tw-text-sm tw-mb-0 tw-p-3 tw-bg-neutral-50 tw-rounded-lg tw-border tw-border-neutral-200"> <li class="tw-inline-flex tw-items-center"> <a href="https://crm.podcator.com/" class="tw-text-neutral-500 hover:tw-text-primary tw-transition-colors"> <i class="fa fa-home"></i> </a> </li> <li class="tw-inline-flex tw-items-center"> <i class="fa fa-chevron-right tw-mx-2 tw-text-neutral-400 tw-text-xs"></i> <a href="https://crm.podcator.com/knowledge-base" class="tw-text-neutral-600 hover:tw-text-primary tw-transition-colors tw-font-medium"> Knowledge Base </a> </li> <li class="tw-inline-flex tw-items-center"> <i class="fa fa-chevron-right tw-mx-2 tw-text-neutral-400 tw-text-xs"></i> <a href="https://crm.podcator.com/knowledge-base/category/training-and-educational-resources" class="tw-text-neutral-600 hover:tw-text-primary tw-transition-colors tw-font-medium"> Training and Educational Resources </a> </li> <li class="tw-inline-flex tw-items-center"> <i class="fa fa-chevron-right tw-mx-2 tw-text-neutral-400 tw-text-xs"></i> <span class="tw-text-neutral-900 tw-font-semibold">How To Setup An Email Signature</span> </li> </ol> </nav> <div class="section-knowledge-base"> <div class="row"> <div class="col-md-8"> <div class="panel_s"> <div class="panel-body"> <h1 class="tw-mt-0 tw-mb-4 kb-article-single-heading tw-font-semibold tw-text-2xl tw-text-neutral-700"> How To Setup An Email Signature </h1> <div class="tw-flex tw-flex-wrap tw-items-center tw-gap-4 tw-mb-6 tw-pb-4 tw-border-b tw-border-neutral-200"> <div class="tw-flex tw-items-center tw-text-sm tw-text-neutral-600 tw-bg-neutral-50 tw-px-3 tw-py-1.5 tw-rounded-full"> <i class="fa fa-calendar tw-mr-2 tw-text-neutral-400"></i> <span class="tw-font-medium">Published: 2024-08-23 12:43:54</span> </div> <div class="tw-flex tw-items-center tw-text-sm tw-text-neutral-600 tw-bg-neutral-50 tw-px-3 tw-py-1.5 tw-rounded-full"> <i class="fa fa-eye tw-mr-2 tw-text-neutral-400"></i> <span class="tw-font-medium">188 Views</span> </div> <div class="tw-flex tw-items-center tw-text-sm"> <span class="badge tw-bg-primary/10 tw-text-primary tw-px-3 tw-py-1.5 tw-font-medium"> <i class="fa fa-folder tw-mr-1"></i>Training and Educational Resources </span> </div> </div> <div class="tc-content kb-article-content tw-text-neutral-700 tw-mb-6"> <p style="text-align:center;"><strong><span style="color:#ff0000;font-size:18pt;"><video width="736" height="368" controls><source src="https://crm.podcator.com/media/victor-support/How%20to%20set%20up%20an%20email%20signature.mp4" type="video/mp4"></video></span></strong></p> <hr> <p style="text-align:center;"><strong><span style="color:#ff0000;font-size:18pt;">IN THE CRM</span></strong></p> <hr> <p style="text-align:center;"><span style="font-size:12pt;font-family:verdana, geneva, sans-serif;">1. Go to "<strong><span style="color:#0000ff;">Setup</span></strong>" in the left menu.</span></p> <hr> <p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;font-size:12pt;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20CRM.png" width="250" height="146" alt=""></span></p> <hr> <p style="text-align:center;"><span style="font-size:12pt;font-family:verdana, geneva, sans-serif;">2. Navigate to "<strong><span style="color:#0000ff;">Settings</span></strong>".</span></p> <hr> <p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;font-size:12pt;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20Settings%20CRM.png" width="250" height="123" alt=""></span></p> <hr> <p style="text-align:center;"><span style="font-size:12pt;font-family:verdana, geneva, sans-serif;">3. Choose "<strong><span style="color:#0000ff;">Email</span></strong>" in the left column.</span></p> <hr> <p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;font-size:12pt;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20Settings%20Email%20CRM.png" width="250" height="176" alt=""></span></p> <hr> <p style="text-align:center;"><span style="font-size:12pt;font-family:verdana, geneva, sans-serif;">4. Scroll down and in the "<strong><span style="color:#0000ff;">Email Signature</span></strong>" box enter your email signature.</span></p> <hr> <p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;font-size:12pt;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Email%20Signature%20CRM.png" width="600" height="108" alt=""></span></p> <hr> <p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;font-size:12pt;">5. Press "<strong><span style="color:#0000ff;">Save Settings</span></strong>" to save your changes.</span></p> <hr> <p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;font-size:12pt;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Universal%20Save%20Settings%20CRM.png" width="169" height="60" alt=""></span></p> <hr> <p style="text-align:center;"></p> </div> <hr class="hr-panel-separator tw-my-6" /> <div class="tw-mt-6 tw-pt-6 tw-border-t tw-border-neutral-200"> <h4 class="tw-font-semibold tw-text-lg tw-mb-4"> Did you find this article useful? </h4> <div class="answer_response tw-mb-3 tw-text-sm tw-text-neutral-500"></div> <div class="btn-group article_useful_buttons tw-flex tw-gap-2" role="group"> <button type="button" data-answer="1" class="btn btn-success tw-px-6 tw-py-2 tw-font-medium hover:tw-bg-green-600 tw-transition-colors"> <i class="fa fa-thumbs-up tw-mr-2"></i>Yes </button> <input type="hidden" name="articleid" value="103"> <button type="button" data-answer="0" class="btn btn-danger tw-px-6 tw-py-2 tw-font-medium hover:tw-bg-red-600 tw-transition-colors"> <i class="fa fa-thumbs-down tw-mr-2"></i>No </button> </div> </div> </div> </div> </div> <div class="col-md-4"> <div class="panel_s tw-border tw-border-neutral-200 tw-rounded tw-shadow-sm"> <div class="panel-body"> <h4 class="kb-related-heading tw-font-semibold tw-text-lg tw-text-neutral-700 tw-mt-0 tw-mb-4 tw-pb-3 tw-border-b tw-border-neutral-200"> <i class="fa fa-link tw-mr-2 tw-text-primary"></i>Related Articles </h4> <ul class="articles_list tw-divide-y tw-divide-neutral-200 tw-divide-solid tw-space-y-0"> <li class="tw-py-4 tw-border-b tw-border-neutral-200 last:tw-border-0 hover:tw-bg-neutral-50 tw-transition-colors tw-rounded tw-px-2 tw--mx-2"> <h5 class="article-heading article-related-heading tw-text-base tw-font-semibold tw-my-0 tw-mb-2"> <a href="https://crm.podcator.com/knowledge-base/article/staff-permissions-explained" class="tw-text-neutral-700 hover:tw-text-primary tw-transition-colors"> How to set up staff permissions </a> </h5> <p class="tw-text-neutral-500 tw-text-sm tw-mb-0" style="display: -webkit-box; -webkit-line-clamp: 2; -webkit-box-orient: vertical; overflow: hidden;"> IN THE CRM Invoices View (Global) – All invoices. View (Own) – Only invoices... </p> </li> <li class="tw-py-4 tw-border-b tw-border-neutral-200 last:tw-border-0 hover:tw-bg-neutral-50 tw-transition-colors tw-rounded tw-px-2 tw--mx-2"> <h5 class="article-heading article-related-heading tw-text-base tw-font-semibold tw-my-0 tw-mb-2"> <a href="https://crm.podcator.com/knowledge-base/article/whatsapp-integration" class="tw-text-neutral-700 hover:tw-text-primary tw-transition-colors"> Whatsapp Integration </a> </h5> <p class="tw-text-neutral-500 tw-text-sm tw-mb-0" style="display: -webkit-box; -webkit-line-clamp: 2; -webkit-box-orient: vertical; overflow: hidden;"> IN TWILIO Note: There is no support available without having facebook business approved accoun... </p> </li> <li class="tw-py-4 tw-border-b tw-border-neutral-200 last:tw-border-0 hover:tw-bg-neutral-50 tw-transition-colors tw-rounded tw-px-2 tw--mx-2"> <h5 class="article-heading article-related-heading tw-text-base tw-font-semibold tw-my-0 tw-mb-2"> <a href="https://crm.podcator.com/knowledge-base/article/copying-invoice" class="tw-text-neutral-700 hover:tw-text-primary tw-transition-colors"> How To Copy An Invoice </a> </h5> <p class="tw-text-neutral-500 tw-text-sm tw-mb-0" style="display: -webkit-box; -webkit-line-clamp: 2; -webkit-box-orient: vertical; overflow: hidden;"> IN THE CRM 1. Click on the "Sales" button in the left menu and select "Invoices" from the dropdown ... </p> </li> <li class="tw-py-4 tw-border-b tw-border-neutral-200 last:tw-border-0 hover:tw-bg-neutral-50 tw-transition-colors tw-rounded tw-px-2 tw--mx-2"> <h5 class="article-heading article-related-heading tw-text-base tw-font-semibold tw-my-0 tw-mb-2"> <a href="https://crm.podcator.com/knowledge-base/article/changing-language" class="tw-text-neutral-700 hover:tw-text-primary tw-transition-colors"> How To Change A Language on the Platform? </a> </h5> <p class="tw-text-neutral-500 tw-text-sm tw-mb-0" style="display: -webkit-box; -webkit-line-clamp: 2; -webkit-box-orient: vertical; overflow: hidden;"> How To Change A Language on the Platform? ON THE CRM 1. Go to your profile - the orange circle on... </p> </li> <li class="tw-py-4 tw-border-b tw-border-neutral-200 last:tw-border-0 hover:tw-bg-neutral-50 tw-transition-colors tw-rounded tw-px-2 tw--mx-2"> <h5 class="article-heading article-related-heading tw-text-base tw-font-semibold tw-my-0 tw-mb-2"> <a href="https://crm.podcator.com/knowledge-base/article/adding-new-filter-to-leads" class="tw-text-neutral-700 hover:tw-text-primary tw-transition-colors"> How To Add A New Filter To Leads? </a> </h5> <p class="tw-text-neutral-500 tw-text-sm tw-mb-0" style="display: -webkit-box; -webkit-line-clamp: 2; -webkit-box-orient: vertical; overflow: hidden;"> IN THE CRM 1. Go to "Setup" at the bottom right part of the settings panel. 2. Choose "Custom ... </p> </li> </ul> </div> </div> </div> </div> </div>
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appointments_helper.php
modules/appointments/helpers/appointments_helper.php

appointments_lang.php
modules/appointments/language/english/appointments_lang.php

automation_manager.php
modules/automation_manager/automation_manager.php

ai_provider_helper.php
modules/automation_manager/helpers/ai_provider_helper.php

automation_helper.php
modules/automation_manager/helpers/automation_helper.php

entity_actions_helper.php
modules/automation_manager/helpers/entity_actions_helper.php

entity_triggers_helper.php
modules/automation_manager/helpers/entity_triggers_helper.php

universal_automation_helper.php
modules/automation_manager/helpers/universal_automation_helper.php

automation_manager_lang.php
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backup.php
modules/backup/backup.php

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autoload.php
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platform_check.php
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click2call.php
modules/click2call/click2call.php

click2call_helper.php
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click2call_lang.php
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datapulse.php
modules/datapulse/datapulse.php

datapulse_helper.php
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datapulse_lang.php
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gitlab_bridge.php
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hooks.php
modules/gitlab_bridge/hooks.php

gitlab_bridge_lang.php
modules/gitlab_bridge/language/english/gitlab_bridge_lang.php

goals.php
modules/goals/goals.php

goals_helper.php
modules/goals/helpers/goals_helper.php

goals_lang.php
modules/goals/language/english/goals_lang.php

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modules/importsync/helpers/importsync_helper.php

importsync.php
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Import_staff.php
modules/importsync/libraries/Import_staff.php

lawyers_helper.php
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lawyers_lang.php
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lawyers.php
modules/lawyers/lawyers.php

hooks.php
modules/lead_distribution/hooks.php

csrf_exclude_uris.php
modules/lead_manager/config/csrf_exclude_uris.php

lead_manager_helper.php
modules/lead_manager/helpers/lead_manager_helper.php

lead_manager_lang.php
modules/lead_manager/language/english/lead_manager_lang.php

lead_manager.php
modules/lead_manager/lead_manager.php

hooks.php
modules/logistics/hooks.php

logistics_lang.php
modules/logistics/language/english/logistics_lang.php

logistics.php
modules/logistics/logistics.php

Apiinit.php
modules/mailbox/core/Apiinit.php

mailbox_helper.php
modules/mailbox/helpers/mailbox_helper.php

mailbox_lang.php
modules/mailbox/language/english/mailbox_lang.php

Mailbox_aeiou.php
modules/mailbox/libraries/Mailbox_aeiou.php

mailbox.php
modules/mailbox/mailbox.php

autoload.php
modules/mailbox/vendor/autoload.php

autoload_real.php
modules/mailbox/vendor/composer/autoload_real.php

autoload_static.php
modules/mailbox/vendor/composer/autoload_static.php

Deprecated.php
modules/mailbox/vendor/rmccue/requests/library/Deprecated.php

Autoload.php
modules/mailbox/vendor/rmccue/requests/src/Autoload.php

menu_setup_helper.php
modules/menu_setup/helpers/menu_setup_helper.php

menu_setup_lang.php
modules/menu_setup/language/english/menu_setup_lang.php

menu_setup.php
modules/menu_setup/menu_setup.php

register_dashboard_widgets.php
modules/multiplatform/hooks/register_dashboard_widgets.php

register_leads_filter_hooks.php
modules/multiplatform/hooks/register_leads_filter_hooks.php

register_table_hooks.php
modules/multiplatform/hooks/register_table_hooks.php

multiplatform_lang.php
modules/multiplatform/language/english/multiplatform_lang.php

Platform_manager.php
modules/multiplatform/libraries/Platform_manager.php

multiplatform.php
modules/multiplatform/multiplatform.php

nanza_helper.php
modules/nanza/helpers/nanza_helper.php

register_dashboard_widgets.php
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staff_model_hooks.php
modules/nanza/hooks/staff_model_hooks.php

staff_notifications_tab.php
modules/nanza/hooks/staff_notifications_tab.php

nanza_lang.php
modules/nanza/language/english/nanza_lang.php

App_Notifications_Sync_Service.php
modules/nanza/libraries/App_Notifications_Sync_Service.php

Platform_Payments_Fetcher.php
modules/nanza/libraries/Platform_Payments_Fetcher.php

nanza.php
modules/nanza/nanza.php

nanza_utilities_ajax_response_helper.php
modules/nanza_utilities/helpers/nanza_utilities_ajax_response_helper.php

nanza_utilities_common_helper.php
modules/nanza_utilities/helpers/nanza_utilities_common_helper.php

nanza_utilities_lang.php
modules/nanza_utilities/language/english/nanza_utilities_lang.php

nanza_utilities.php
modules/nanza_utilities/nanza_utilities.php

nanzai_context_helper.php
modules/nanzai/helpers/nanzai_context_helper.php

nanzai_crm_helper.php
modules/nanzai/helpers/nanzai_crm_helper.php

nanzai_function_calling_helper.php
modules/nanzai/helpers/nanzai_function_calling_helper.php

nanzai_helper.php
modules/nanzai/helpers/nanzai_helper.php

nanzai_provider_helper.php
modules/nanzai/helpers/nanzai_provider_helper.php

nanzai_crm_hooks.php
modules/nanzai/hooks/nanzai_crm_hooks.php

nanzai_lang.php
modules/nanzai/language/english/nanzai_lang.php

Anthropic.php
modules/nanzai/libraries/Anthropic.php

Mistral.php
modules/nanzai/libraries/Mistral.php

OpenAI.php
modules/nanzai/libraries/OpenAI.php

nanzai.php
modules/nanzai/nanzai.php

neuron_ai_helper.php
modules/neuron_ai/helpers/neuron_ai_helper.php

neuron_ai_widgets_helper.php
modules/neuron_ai/helpers/neuron_ai_widgets_helper.php

neuron_ai_lang.php
modules/neuron_ai/language/english/neuron_ai_lang.php

neuron_ai.php
modules/neuron_ai/neuron_ai.php

autoload.php
modules/neuron_ai/vendor/autoload.php

autoload_real.php
modules/neuron_ai/vendor/composer/autoload_real.php

autoload_static.php
modules/neuron_ai/vendor/composer/autoload_static.php

platform_check.php
modules/neuron_ai/vendor/composer/platform_check.php

bootstrap.php
modules/neuron_ai/vendor/symfony/polyfill-ctype/bootstrap.php

bootstrap80.php
modules/neuron_ai/vendor/symfony/polyfill-ctype/bootstrap80.php

bootstrap.php
modules/neuron_ai/vendor/symfony/polyfill-intl-grapheme/bootstrap.php

bootstrap.php
modules/neuron_ai/vendor/symfony/polyfill-intl-normalizer/bootstrap.php

bootstrap80.php
modules/neuron_ai/vendor/symfony/polyfill-intl-normalizer/bootstrap80.php

functions.php
modules/neuron_ai/vendor/symfony/string/Resources/functions.php

notes.php
modules/notes/notes.php

perfex_dashboard_helper.php
modules/perfex_dashboard/helpers/perfex_dashboard_helper.php

perfex_dashboard_lang.php
modules/perfex_dashboard/language/english/perfex_dashboard_lang.php

perfex_dashboard.php
modules/perfex_dashboard/perfex_dashboard.php

perfshield_helper.php
modules/perfshield/helpers/perfshield_helper.php

perfshield_login_protection_helper.php
modules/perfshield/helpers/perfshield_login_protection_helper.php

session_tracking.php
modules/perfshield/hooks/session_tracking.php

email_templates.php
modules/perfshield/includes/email_templates.php

sidebar_menu_links.php
modules/perfshield/includes/sidebar_menu_links.php

perfshield_lang.php
modules/perfshield/language/english/perfshield_lang.php

Perfshield_aeiou.php
modules/perfshield/libraries/Perfshield_aeiou.php

Perfshield_login_protection_model.php
modules/perfshield/models/Perfshield_login_protection_model.php

perfshield.php
modules/perfshield/perfshield.php

autoload.php
modules/perfshield/vendor/autoload.php

autoload_real.php
modules/perfshield/vendor/composer/autoload_real.php

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modules/perfshield/vendor/composer/autoload_static.php

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modules/perfshield/vendor/composer/platform_check.php

prchat_helper.php
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prchat_security_helper.php
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prchat_lang.php
modules/prchat/language/english/prchat_lang.php

prchat.php
modules/prchat/prchat.php

initViewCheckClients.php
modules/prchat/views/initViewCheckClients.php

si_lead_filters_helper.php
modules/si_lead_filters/helpers/si_lead_filters_helper.php

si_lead_filters_lang.php
modules/si_lead_filters/language/english/si_lead_filters_lang.php

Si_lead_filter_model.php
modules/si_lead_filters/models/Si_lead_filter_model.php

si_lead_filters.php
modules/si_lead_filters/si_lead_filters.php

theme_style_helper.php
modules/theme_style/helpers/theme_style_helper.php

theme_style_lang.php
modules/theme_style/language/english/theme_style_lang.php

theme_style.php
modules/theme_style/theme_style.php

csrf_exclude_uris.php
modules/tour_guide/config/csrf_exclude_uris.php

HTMLPurifier.standalone.php
modules/tour_guide/vendor2/ankabit/tour-guide/src/Libraries/HTMLPurifier/HTMLPurifier.standalone.php

common.php
modules/tour_guide/vendor2/ankabit/tour-guide/src/common.php

autoload.php
modules/tour_guide/vendor2/autoload.php

autoload_real.php
modules/tour_guide/vendor2/composer/autoload_real.php

autoload_static.php
modules/tour_guide/vendor2/composer/autoload_static.php

wallet_helper.php
modules/wallet/helpers/wallet_helper.php

wallet_lang.php
modules/wallet/language/english/wallet_lang.php

Wallet_gateway.php
modules/wallet/libraries/Wallet_gateway.php

Walletmanager.php
modules/wallet/libraries/Walletmanager.php

wallet.php
modules/wallet/wallet.php

csrf_exclude_uris.php
modules/whatsapp/config/csrf_exclude_uris.php

whatsapp_helper.php
modules/whatsapp/helpers/whatsapp_helper.php

whatsapp_lang.php
modules/whatsapp/language/english/whatsapp_lang.php

Sms_whatsapp_gateway.php
modules/whatsapp/libraries/Sms_whatsapp_gateway.php

WhatsappLibrary.php
modules/whatsapp/libraries/WhatsappLibrary.php

Whatsapp_aeiou.php
modules/whatsapp/libraries/Whatsapp_aeiou.php

autoload.php
modules/whatsapp/vendor/autoload.php

autoload_real.php
modules/whatsapp/vendor/composer/autoload_real.php

autoload_static.php
modules/whatsapp/vendor/composer/autoload_static.php

platform_check.php
modules/whatsapp/vendor/composer/platform_check.php

whatsapp.php
modules/whatsapp/whatsapp.php

csrf_exclude_uris.php
modules/whatsbot/config/csrf_exclude_uris.php

Benchmark.php
system/core/Benchmark.php

CodeIgniter.php
system/core/CodeIgniter.php

Common.php
system/core/Common.php

Config.php
system/core/Config.php

Controller.php
system/core/Controller.php

Exceptions.php
system/core/Exceptions.php

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system/core/Hooks.php

Input.php
system/core/Input.php

Lang.php
system/core/Lang.php

Loader.php
system/core/Loader.php

Log.php
system/core/Log.php

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system/core/Model.php

Output.php
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Router.php
system/core/Router.php

Security.php
system/core/Security.php

URI.php
system/core/URI.php

Utf8.php
system/core/Utf8.php

hash.php
system/core/compat/hash.php

mbstring.php
system/core/compat/mbstring.php

password.php
system/core/compat/password.php

standard.php
system/core/compat/standard.php

DB.php
system/database/DB.php

DB_driver.php
system/database/DB_driver.php

DB_query_builder.php
system/database/DB_query_builder.php

DB_result.php
system/database/DB_result.php

mysqli_driver.php
system/database/drivers/mysqli/mysqli_driver.php

mysqli_result.php
system/database/drivers/mysqli/mysqli_result.php

cookie_helper.php
system/helpers/cookie_helper.php

directory_helper.php
system/helpers/directory_helper.php

email_helper.php
system/helpers/email_helper.php

file_helper.php
system/helpers/file_helper.php

form_helper.php
system/helpers/form_helper.php

html_helper.php
system/helpers/html_helper.php

language_helper.php
system/helpers/language_helper.php

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system/helpers/text_helper.php

url_helper.php
system/helpers/url_helper.php

profiler_lang.php
system/language/english/profiler_lang.php

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system/libraries/Driver.php

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system/libraries/Email.php

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system/libraries/Encryption.php

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system/libraries/Form_validation.php

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system/libraries/Image_lib.php

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system/libraries/Session/Session.php

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system/libraries/User_agent.php

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migration_version	305
migration_path	/home/podcator/domains/crm.podcator.com/public_html/application/migrations/

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