Method Community

 Hi Michael, Thanks for the good news that the sync is automatic via Push.  2 questions: 1.  The Push sometimes occurs right away, sometimes not.  How fast should the Push occur, 10 seconds, 30 seconds? 2.  Where can I get more information about this Push, such as how it works, etc.  I have a client that ...

Bryan- The changes discussed here are platform changes meaning they should affect both standard and customized screens. -Michael  

bbullins- Currently we don't have an update but I will see what information I can get and update this post. -Michael

Rolf- You could create a blank tab and point the portal to that blank tab or even delete the portal (Not really recommended unless you are willing to re-setup all the defaults on the standard portal if down the road you decide to use portals). -Michael

Thank You Paul for the tips. One question, since most of my screens are customized, ie activity screen, customer list screen, etc. Will the changes you make on your end affect my screens too, or only the Method "Standard" screens? Sorry for the dumb question but this has always been on my mind and I just wonder how the cusomized ...

 ok   Thanks, I think I have it all working   Also my employer is requesting a time frame on a solution for the report filters and when it will be working.   thanks

Hi Dave- If the Method Sync engine is running on the computer that is designated the main syncing computer, when any change is made in Method it will get pushed automatically to QB and vice versa (To have changes come over automatically from QB to Method you will need to make sure that you install the Method sync engine on all computers with ...

Does Method sync in real time, or is it periodic sync?    For example I have my Method sync option set to every 20 minutes.  Other than manually running the sync, does Method and QB on my PC sync automatically only once every 20 minutes?  I've noticed some transactions sync right away even ...

Hi,   I was asked to repost the following emails for possible solutions in the forum:     Question   To: Wayne Barbaza Subject: Disabling Portal   Hi Wayne   Is there a way to completely disable the customer portal so that nobody from outside our office can log in to their account for any ...

Rolf- This may work since you made a copy of the Orginal File to use as the dummy but there may potentially be some issue or conflicts. If you want to try this I would suggest making a copy of your current live QB file before syncing it with you Method account just in case. The alternative and recommended method is to start a new Method account ...