A session is the period of time when a user is actively logged in and using Method.

This includes Method guest pages (portals) and public pages, where a session represents the active use of those screens.

During the session, data is stored about the user currently logged in, and you can use this data when you are customizing. 

For example, you can find the current date and time, and put that into an Action Result. 

The following is a list of all the data that is available for you to use from the user's active session:

  • Account Name - The Method account name.
  • Accounting Software - QuickBooks edition currently synced with the Method account.
    - QuickBooks Online
    - QuickBooks Desktop
  • Browser Window Size - Returns one of the following:
    - Desktop Wide
    - Tablet Portrait
    - Mobile Landscape
  • Company Account Currency - Only applicable for QuickBooks Online accounts with multi-currency enabled. Returns currency code for your company.
  • Current Date / Time - Returns current date and time from the device the session is active on.
  • Email Gadget - Contact Record ID - Only applicable within a screen inside the email gadget. This returns the Record ID of the contact who's email you are viewing.
  • Email Gadget - Entity Record ID - Only applicable within a screen inside the email gadget. This returns the Record ID of the Entity of the contact who's email you are viewing.
  • Guest - Contact Record ID - Since everyone who will access your guest page will also be a contact found in your account, this will returns the record ID of that contact. A value of '0' will be returned if the session is not a guest page.
  • Guest - Entity Full Name - Since everyone who will access your guest page will also be a contact found in your account, this will returns the the full name of the Entity (Lead, Customer, Vendor, Employee or OtherName) the contact is linked to. Nothing will be returned if the session is not a guest page.
  • Guest - Entity Record ID - Since everyone who will access your guest page will also be a contact found in your account, this will returns the the record ID of the Entity (Lead, Customer, Vendor, Employee or OtherName) the contact is linked to. A value of '0' will be returned if the session is not a guest page.
  • Master Admin User Record ID - this will return a value of '1' which represents the record ID of the Method account's master admin.
  • Method Identity Email - Returns the user login email (found in the user profile section).
  • Method Identity Name - Returns the user first and last name (found in the user profile section).
  • QuickBooks Sync Region - Only applicable for QuickBooks Online accounts with multi-currency enabled. This identifies the region QuickBooks is using. This is useful for displaying proper information to your users regarding currency. For example, US customers would use the terminology "tax" while customers in the UK would use the terminology "VAT". Screens can change their display based on the sync region. 
  • Screen Active Record ID - If applicable, returns the screens active record ID. Returns a value of '-1' if there is no active record being displayed.
  • Shared users - listed by Entity Record ID - a list of users, listed by their Entity Record IDs, who have given you access permission to their records
  • Shared users - listed by Sales Rep Record ID - a list of users, listed by their Sales Rep Record IDs, who have given you access permission to their records
  • Shared users - listed by User Record ID - a list of users, listed by their User Record IDs, who have given you access permission to their records
  • User - Email Signature - Returns the user's email signature (found in the user profile section).
  • User - Has Admin Permissions - Returns "True" if current user has administrative permissions.
  • User - Record ID - Returns the Method user's record ID (found in the Users table). If the session is from a public page it will return "0".
  • User - Sales Rep Initial - Returns the related sales rep initials (from QuickBooks Desktop) if the Method user is linked to a QuickBooks Desktop Entity. No results will be returned for accounts syncing with QuickBooks Online.
  • User - Type - Returns the type of user from the session.
    - User
    - Guest
    - Public
  • User - UserName - Returns the user's Method user name. If the session is from a public page it will return "Anonymous".
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