Set Up Method:CRM

For Admin users, how to set up Method:CRM

Errol Elumir avatar Inder Dhaliwal avatar Daniel Ma avatar
42 articles in this collection
Written by Errol Elumir, Inder Dhaliwal, and Daniel Ma
Account Settings

Company Account Settings

Changing the company account preferences.
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Written by Errol Elumir
Updated over a week ago

Account Settings: Subscriptions

As an admin, change your Method:CRM subscriptions
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Account Settings: Display

Admin users can change the display defaults for the platform.
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Account Settings: Notifications

As an admin, change the default notifications.
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Written by Errol Elumir
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Account Settings: Portal

Configuring the portal for contacts to sign into.
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Account Settings: Portal - Test drive

View what the portal looks like as a specific contact
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Account Settings: Portal - Settings

Details on the "Settings" section for the portal configuration.
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Account Settings: Portal - Screens

Details on the "Screen" section for the portal configuration.
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Account Settings: Portal - Navigation

Edit the links and style of the navigation
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Account Settings: App Routines

Admin users can view and schedule app routines defined in their account.
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Written by Errol Elumir
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Account Settings: Audit Trail

As an admin, review historical changes made to your Method:CRM account.
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Written by Errol Elumir
Updated over a week ago