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New Idea

Allow Email Signature Tag When Sending Emails from Timeline

Related products:CS Timeline & Activity Tracking
  • March 6, 2026
  • 0 replies
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It would be great to have the option to automatically include the Email Signature tag/template when sending emails directly from a Timeline entry.

Currently, this option exists when sending emails from a CTA, but not from the Timeline. As a result, users must manually add their signature each time, creating unnecessary extra clicks.

Value:
Adding this capability to Timeline emails would streamline workflows, ensure consistent signatures, and create parity between CTA and Timeline email experiences.