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, 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. 1Open the person's window and pick Signature.
2. 2Switch on Display Information so customers see the card. Off, the customer sees no card for this person.
3. 3Add a photo: drop a picture on Drop or click here to upload employee photo, or click it to choose one.
4. 4Type the Contact phone — The number customers see for this person. Blank: the company's phone.
5. 5Type a Display Message if you like — Entered message will be displayed on customer account page.
6. 6Add 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).
7. 7Allow user to access this information in their Moveboard profile decides whether the person sees this card on their own profile.
8. 8Press Save.

Which phone and email customers see

MoveBoard never shows customers a staff member's own phone — the Phone and Additional Phone 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. 1the Contact phone on the Signature tab, or
2. 2when that's blank, your company's phone for the branch.

The email customers see is always your company's contact email, never the person's own.

If something goes wrong

• Invalid phone number under Contact phone — it needs ten digits.
• The photo or signature didn't appear — wait for Uploading… to finish before pressing Save.