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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 ...

Hi John, It is possible to create 1 invoice instead of 8 separate invoices for each property by editing the current actions used that create invoices from work orders. One thing to note is that the invoice itself will only reference one of the properties or the main customer account which may affect how you track revenue in ...

I have done the following: 1. Installed Method on my server. 2. Logged into QB as admin (multi user mode) 3. Opened the company I want to sync with.  4. Opened Method - Performed a full sync. - Sync seemed to proceed properly. 5. Opened Internet Explorer. Logged into Method. No data. - Synchronization preferences have not updated How ...

The other day, I had a wonderful conversation with Antonio Macedo from CSConsult over in Liverpool, United Kingdom.  After speaking with Antonio, I knew he’d make a great user spotlight due to his rapid implementation and impressive Method customizations over the past few months.     CSConsult began as a bookkeeping and ...