Signature and customer-facing contact

A customer deals with a person — their salesperson. The Signature tab of that person's window decides what the customer sees of them: a photo, a phone number, an email address, a short message, and the signature that goes on documents.

Before you start

Each person can change their own card from My profile. To change someone else's you need Can update profile information or Manage employees within the company.

Set up the card

1. Open the person's window and pick Signature.
2. Switch on Display Information so customers see the card. Off, the customer sees no card for this person.
3. Add a photo: drop a picture on Drop or click here to upload employee photo, or click it to choose one.
4. Type the User's contact phone — Shown to customers in messages as the salesperson's phone. Leave blank to use the company's.
5. Type the User's contact email next to it — Shown to customers in messages as the salesperson's email. Leave blank to use the company's.
6. Type a Display Message if you like — Entered message will be displayed on customer account page.
7. Add the signature: press Add New Signature and sign in the box with a finger or mouse, or upload a picture of it (PNG or JPG).
8. Allow user to access this information in their Moveboard profile decides whether the person sees this card on their own profile.
9. Press Save.

Which phone and email customers see

MoveBoard never shows customers a staff member's own phone or email — the Phone, Additional Phone and Email on Details are private. They're used only to reach that person: their own notifications, sign-in codes and calls from the office.

Everywhere a customer sees a staff member's number — the salesperson's phone in an email or text template, a signature block, the specialist card on the customer portal — MoveBoard uses:

1. the User's contact phone on the Signature tab, or
2. when that's blank, your company's phone for the branch.

The email works the same way:

1. the User's contact email on the Signature tab, or
2. when that's blank, your company's contact email for the branch.

In templates these are the variables Salesperson's contact phone and Salesperson's contact email (spelled [(${ORDER_SALES_PHONE})] and [(${ORDER_SALES_EMAIL})]). They fill in the order's salesperson's contact details. Templates you already have keep working — nothing to change in them.

If something goes wrong

• Invalid phone number under User's contact phone — it needs ten digits.
• User's contact email must be a valid email — type a full address like name@yourcompany.com, or leave it blank.
• The photo or signature didn't appear — wait for Uploading… to finish before pressing Save.