Remove/replace Company information from a Signature by using Group information

Remove/replace Company information from a Signature by using Group information

Groups are created to isolate specific users to use a specific template/ tagging or have certain information populate within the template.


Customers may not want specific information in reply/fwd email. In this case, a customer wanted to remove the company’s address from their reply/fwd email, but still retain their Web Address.  


First a Reply/fwd template and a “Reply” group must be created.  


Since group information overwrites what is at the company level, this is resolved by creating a group and editing the information at the group level.  (To review what information is overwritten at what level, please refer to Understanding Data Hierarchy - What overwrites what.  For example, if they do not want the customer address on the reply/fwd email, add a few spaces or tab in the address 1 field of the group. The APP then sees information in that field, therefore drops the company-level information from the template. 


This will create a “blank” space in the template as the company’s URL is designed to fall below the address in a template.  To remove this “blank” space between the sender’s name and the company’s URL, at the group level add a few spaces or tab in the Web Address field, and under “address 1” you would add the company’s URL.  


Their company’s site will now fall directly below their name in the reply/fwd template.


This same process should work with any information they wish to have or not have in a template.  A new template/group will always be needed to achieve any variation of the default.


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