Use Employee’s Full Name, Title, and Office Phone Number as an Employee Signature in the Email Template Sent From a Case Record

Description

User wants to create an employee signature with the tags sourced from an Employee record however it does not show anything when used in an email from a Case record.

Solution

1. Navigate to Customization > Lists, Records, & Fields > CRM Fields > New
2. Name: Enter Name
3. Type: Select Free-Form Text
4. Store Value: Remove Checkmark
5. Click Applies To subtab
6. Case: Enter Checkmark
7. Click Display subtab
8. Subtab: Select Main
9. Click Sourcing & Filtering
10. Source From: Select Job Title
11. Click Save & Apply to Forms