Method Community

We are in the process of developing a portal for our vendors to udpate us on order status, etc. I see that the pricing for Portal logins is $0.15/ 5 minutes. I wanted to clarify how this works. Is it $.15 for every 5 minutes they are logged in, even when the window is not in focus?

Okay, I think I figured out number 1. Just select once only on number 6 when doing scheduled reports and make the run date the current date? If there's a quicker way, please let me know.

I'm trying to figure out a couple things regarding accessing Quickbooks reports from Method. 1. How do I generate an ad hoc report from Method, similar to what can be done with QB Pro, without going through scheduled reports? For example if I want to take a look at a quick YTD P&L. 2. Is there a way for us to allow managers to create ...

Hi Bryan, Creating a recurring service creates the occurrence activities as well as a series activity, which is why you have 2 on the first day (One of the filter options for the work order list hides the series).  If you do not wish to have the series displayed in you Activities lists elsewhere in Method you can place a filter on the grid ...

Hey everyone, We are in the process of entering all of our recurring jobs. I noticed that it is also creating a one time activity on the first recurring date. So, the first service date has 2 activities with the same information. But what is weird is the duplicate is not showing up in the work order list, only the Activity List. Almost like ...

Hi s.lloyd, This question is best directed at the MethodAPI Forums (Link) you can also find more information on the MethodAPI in our Self-Serve Documentation section (Link). -Michael

This issue is now resolved. The wrong Method account was entered into the sync engine.  -Michael

Hi!  Is there a way to access data in Method tables via ODBC?

Hi k.leeser, I would try a full sync again or even reinstalling the sync engine. If you are still having issues enable the MethodSupport user (Customize > Users) and email me your account name to m.melo@methodintegration.com and I will take a look at your account. -Michael

Hi Bryan, Currently it is not possible to send a ‘Silent Email' through Method. What I can suggest is creating a screen that you will visit once a day that will have the send email actions built into it and click a button once a day that will perform some checks and determine which customer should have an email sent to them or if you ...