margaux.bugante's avatar
margaux.bugante
Active Interactor
2 months ago

Multiple email signature

Hi Team, Not sure if someone has asked this before, but is there a way to set up multiple signatures in Xplan? We've started to trial users with hybrid roles, and we realised that it can get quite ...
xplan
margaux.bugante's avatar
margaux.bugante
Active Interactor
2 months ago

Thanks courtney.youngblutt​ for this. Yes, we have one user who is doing two roles at the meantime while one of our other staff is on leave. The issue is that one role is a non-advice role (and there is a disclaimer on the signature saying that the email is information only), while the other role has a scope of limited advice (and a disclaimer that he is a nominated representative on behalf of our company).

courtney.youngblutt's avatar
courtney.youngblutt
Icon for Xplan Expert rankXplan Expert
2 months ago

Hey margaux.bugante​, definitely a tricky one! 

One option could be to use the "Override by Adviser" (which would pull through the  full signature of the adviser listed against the client (adviser name included) and  then manually adding in a line that says “Courtney Y on behalf of….” before you send the email.

Or, maybe, you could remove the site/group/personal signature all together for that user and instead use 2 email templates. One email template coded with the signature for role one and another email template coded with use the signature needed for role two. Then the user can choose which email template to use. (This doesn’t work for automated emails, obviously).

 

  • margaux.bugante's avatar
    margaux.bugante
    Active Interactor
    2 months ago

    Thanks courtney.youngblutt​ ! I think we do have a couple of options here, will just need to sit down and think which one would suit us best. 😊

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