As an administrator, you can set up company preferences that will affect all users who log into your Method account.

If you are interested in setting up your own personal preferences, please see the article Your Preferences

In this article, we will skip over the personal preferences and focus only on the company settings. 

Obviously, you cannot change any of these settings without administrative access.

Accessing Company Preferences

The company preferences are accessed by clicking the Gear icon in the upper right of your Method screen and choosing Preferences.

This will take you to your preferences screen. On the left will show a menu where you will have access to a number of sections. 

Let's look at each one in detail below.

Profile

The Profile section only has settings for your personal user, and no company settings.

Display

This section determines how Method will look to all users. It is divided into three sub-sections.

Company Settings

This section allows you to upload a company logo, which will appear on reports and in portals. The logo can be no more than 400x48 pixels, but Method supports most graphic file formats (e.g .jpg, .bmp). You may: 

  • upload an image from your computer
  • link from a website 
  • remove the existing image

Date Formats

This is where you can choose your preferred date and time formats. These presets will determine how dates and times appear throughout Method.

Number Formats

Here, you can choose how negative values appear throughout Method:

  • with a minus symbol: -99.99
  • in parentheses: (99.99)

You can also choose whether or not to use a thousands separator (e.g. 1,000 vs. 1000).

Navigation

This enables the Contacts Search magnifying glass at the top of the screen. 

Please see our Dashboard article for more information.

Notifications

Company settings

The Company section for Notifications lets you enable or disable the email reminders feature company-wide. (You will still have to enable email reminders on an individual user basis).

  • Field signifying which user recieves reminders - This is in reference to the activities table. The default is the AssignedTo field.
  • Field signifying reminder due date - This is in reference to the activities table. It specifies which one of the many date fields should be used as the due date reminder. The default is the DueDateStart field.
  • Reminders open the following screen - In the reminder will be a url which will open directly the screen set here. The default is the New / Edit Activity screen.
  • Reminder Email Subject - The subject for the notification email. Default is:
    [Company.CompanyName] Reminder for Activity for '{Activity.Entity}
  • Remind SMS - The SMS text for the notification. Default is:
    Activity: {Activity.ActivityType} for '{Activity.Entity}' is due at {Activity.DueDateStart,'ReminderTimeFormat'} {MiURL Mobile} 

NOTE: You can make changes to these settings, and to the body and subject of the email but it is not recommended since we’ve optimized this system to work efficiently out-of-the-box.

Once you have enabled or disabled your reminders, click Save to save these new settings.

Users

This section is for managing your all the users in your Method account. For more information, please check our articles on Setting Up Users

Tables / Fields

This section is for managing all the tables within your Method account. For experienced users of customization. For more information, please see our articles on customization.

QuickBooks

The QuickBooks preferences allows you configure your QuickBooks sync as well as perform manual syncs. Depending on which version of QuickBooks you are using, please see:

Integrations

As an administrative user, you have access to a few more integrations. These include:

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