Hello and welcome to today's blog post. My name is Adam (the guy in the green shirt). As you can see, we here at Method like our donuts. Phuong was kind enough to bring some in the other day. Let's just say, they were delicious!
Ben, Phuong, Me and Jason having donuts!
Why did I bring this up? Well, did you know that you can use Method to remind you about Activities, such as...getting donuts for the office? If you create an activity to get those donuts, an Activity Reminder will send you an email or text message fifteen minutes before itís due and...how great is that?
Enabling these Reminders is quite simple, but you will need access to the Customize tab. From there you'l
l need to find the Tables/Fields tab link. Once you are there, search for the Activity table and click Edit Table. You should see this screen:
The last option on that screen is Automatic Reminders. The default is to have Automatic Reminders disabled. To enable them, just click the checkbox and you'
ll not only turn on your Reminders, but you ll also see a list of options for those reminders.
You will most likely prefer to keep the default settings, but this gives you the option to set up the Reminders just as you would prefer. You can change the user the Reminder is sent to, the date on which the Reminder is sent, and which screen the Reminder will open to. From here, you can also customize the Reminder email and SMS message that will be sent out. Once youí're done, click Save and Close.
Now that you have turned on Reminders, you will also have to enable each User to receive Reminders. Under Customize > Users, edit each user for whom you want to enable Reminders on Step 3 of the Edit Users wizard. Your Users can also do this themselves by hovering over their username in the top right corner and selecting Notifications. They will see the same option you see below:
Also note that only certain Activities Types cause reminders. You can edit your existing Activity Types to select which types will cause reminders.
Now that your Users and Activity Types are set up, you
re all done. You and your users will now get reminders for their activities. So next time you'r e assigning work, whether it is an outgoing phone call, an email, a meeting, or a donut run, you'll now get a Reminder. So there is no excuse to forget the donuts!
Until next time, take care!