Setting Automatic Reminders in Method CRM for QuickBooks

re: Setting Automatic Reminders in Method CRM for QuickBooks

Method_Adam — Tue, 20 Aug 2013 14:29:36 GMT

Hi Nebo,

Unfortunately, you can't set a standard time zone for the entire Method account. When each user is logged into Method, the time is converted based on the time zone set on their computer. I can bring this up with the team as a feature request.

Adam

re: Setting Automatic Reminders in Method CRM for QuickBooks

Nebo — Tue, 20 Aug 2013 14:14:54 GMT

Hi Adam,

Could this be changed into EST by default for all users? My company is using it as a standard since we have employees in 3 timezones. It is a drag for me to have to calculate back to EST since it is a company standard.

re: Setting Automatic Reminders in Method CRM for QuickBooks

Method_Adam — Tue, 20 Aug 2013 13:38:02 GMT

Hi Mary,

All of the times are converted. So if you were to create an activity at 4:00pm Eastern time, if a user on the West Coast were to view the activity (assuming they've set their time zone on the computer to Pacific), it would read 1:00pm for them.

The activity reminder is set to the Due Date Start time. So its always 15 minutes from that time, converted for whatever time zone they are in. So 3:45pm in this example (or 12:45pm Pacific).

Adam

re: Setting Automatic Reminders in Method CRM for QuickBooks

mlongacre — Mon, 19 Aug 2013 21:16:42 GMT

Hi Adam - How does Method know what time zone to use to send the email reminder? Is it using Greenwich Mean Time?

-Mary