Method Community

Yes. We customized all of the opportuntiy stage names to line up with our workflow. Is there a receommended length you would suggest or a maximum number of stages?

Hey Jason, I have seen this before, this may be caused due to having very long Opportunity Stage names. Do you have any custom Opportunity Stages added? -- Mortaza

Looking forward to getting this resolved. Thanks.

Hey Jason, This one will be a lot easier to troubleshoot over a screen share with a member from Support. I have created a Support case on your behalf (for reference: Case #16431). I have noted down all the information from our thread and updated the case notes. A member from Support should be in touch ASAP. -- Mortaza

The conversion ratio chart that is found on the Home or Opportunities Dashboards worked fine initially. However, as soon as we closed more than 5 opportunities the area where the chart should be displayed now gives this mesage: Increase the chart's size to view its layout. We have made no changes to the chart (don't have any idea how to ...

Based on researching this forum, I believe our Quickbooks ticket expired. Our office manager (who manages QBO) signed out of Method and signed back in with her Intuit account to reconnect Method to Quickbooks. Under her profile, Quickbooks is shown as a connected account. However, everytime we try to sync with Quickbooks, the process is aborted. ...

Thank you - I appreciate your help. If I understand it correctly, I cannot get the Summary in the Report Designer to ignore 0, but I can script my own Summary Function. I can do that - it's just that I wanted the Summary to be printed before the details of that section, not after, and I think that you cannot do that with values calculated ...

Hey John, Using strong passwords lowers overall risk of a security breach. Guidelines for choosing good passwords are designed to make passwords less easily discovered.  Is your employee maybe logging in from a mobile that is having trouble with using certain symbols/uppercases? My suggestion would be, advise him to use a different ...

Greetings I have a employee that is having issues typing the ! and the upper case letter to log in.   Is there anyway we can relax these requirements setting? Thanks John M 

Hey Mahlon, I was able to replicate this issue on my end on my QBO account. I have created a ticket for our development team to take a look and will send any updates I receive. -- Mortaza