The Activity Preferences screen can be accessed from your Method:CRM dashboard by clicking the vertical ellipsis (⋮) on your Activities App and selecting Preferences.
Activity
- Do not send Emails when activities are assigned to me: If you create an activity and assign it to yourself, this checkbox will suppress the notification.
- Default Activity Type: The default type when you open the New activity screen.
- Default Activity Type for Calendar: The default activity type when you create an activity in the Calendar.
- Default Activity Status: The default status when you open the New activity screen.
Follow-up
- Default Follow-Up Type: The default type when you click “Schedule a follow-up”.
- Default Follow-Up Status: The default status when you click “Schedule a follow-up”.
- Default Follow-Up Days: How many days after the initial activity the default follow-up will take place.
Company preferences
Note: These preferences are only visible to users with administrative
permissions, and affect the entire Method:CRM account.
- Activity Email Notification Template: The default email template sent out when an activity is assigned to a user.
- Activity Follow-Up Notification Template: The default email template sent out when a follow-up is assigned to a user.
Click Save to save these changes.