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Where to Set Up Email Signatures in Dazos CRM (User Preferences, Not Company Settings) (CRM)

Clarifies that CRM email signatures are configured in each user's own User Preferences — not in Company Settings/Company Details, which is where Fin incorrectly directed users.

Where to Set Up Email Signatures in Dazos CRM

Email signatures for emails sent from Dazos CRM are configured in each individual user's User Preferences — not in Company Settings or Company Details. If you navigate to Company Settings, looking for a signature option, and it's not there, that is expected.


When to Use / Why It Matters

This applies whenever a user or CSM wants to add or update the email signature that appears on emails sent directly from the CRM (e.g., from the Send Email action on a record). Each user manages their own signature individually.


Steps to Set Up a CRM Email Signature

  1. Log in to Dazos CRM as the user who needs the signature.

  2. Click on the user's profile/avatar in the top-right corner.

  3. Go to User Preferences.

  4. Locate the Email Signature field and enter or paste the desired signature.

  5. Click Save.


Changing the "From" Email Address ([email protected])

By default, emails sent from the CRM appear to come from [email protected]. To change this so emails come from the customer's own domain, they need to configure their Outgoing Server (SMTP) settings:

  1. Go to Settings → CRM Settings → Outgoing Server.

  2. Enter the customer's own email account's SMTP information (server, port, username, and password).

  3. Save the settings. Emails will then be sent from the configured domain instead of [email protected].


Pro Tips / Extra Help

  • 💡 Email signatures in User Preferences apply to emails sent from CRM records — they are separate from iCampaign signatures, which are set in iCampaign Company Settings → Signature.

  • ⚠️ If the customer uses SSO, they may need to configure the Outgoing Server manually since SSO automatically connects the primary linked email account.

  • ⚠️ Company Details in Settings does not contain email signature settings — this is a common point of confusion.


  • How to Configure Your Outgoing Mail Server (SMTP) — CRM

  • How Email Replies from iCampaign Campaigns Work

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