Admin permission is required to update the company-wide notification settings.
As an administrator, you can set up display defaults in your Method account.
Navigate via Account Settings:
And then select Notifications.
For more information on updating your notifications settings as a regular user, consult our article Your Account Settings - Personal settings.
Notifications - Company Settings
The Company section for Notifications lets you enable or disable the reminders feature company-wide.
Each user will still need reminders enabled on an individual user basis.
Reminder Settings:
Email reminders
: enable or disable reminders account wide.Recipient field: Who the reminder is for. Data is pulled from selected field in the Activity table. The default is the AssignedTo field.
Due date field: Specifies which date field in the Activity table should be used as the due date reminder. The default is the DueDateStart field.
Landing screen: Specifies which screen to open within the reminder itself. The default is the New / Edit Activity screen.
Email Settings:
Email Subject - The subject for the notification email. Default is:
[Company.CompanyName] Reminder for Activity for '{Activity.Entity}'Email Body - The email body which will be sent out.
SMS Settings:
SMS message: The SMS text for the notification. Default is:
Activity: {Activity.ActivityType} for '{Activity.Entity}' is due at {Activity.DueDateStart,'ReminderTimeFormat'} {MiURL} ({MiURL Mobile}).
Once you have enabled or disabled your reminders, click Save to save these new settings.
Note: You can make changes to any of these settings, but it is not recommended since we’ve optimized this system to work efficiently out-of-the-box.