Method Community

Turns out I needed to do some more reading. I had not visited the page on Tags - I only looked at the help page on importing/exporting. So I had not seen the note at the bottom of the Tags page with required formatting. I re-did the import with proper formatting and the tags now come up in the search. Interestingly, the original format still put ...

The following updates are now live for users of Method.  Fixed Publishing apps failed due to corrupted screen metadata (Ticket AS-1357) In certain cases, toggle accounts were unable to install the Contacts app on initial sign up (Ticket AS-1359) Unable to copy or edit screens containing loop actions with no filter ...

I have edited the stage names to be under 29 characters. The chart displays perfectly now. Thanks.

Hi Jason, From my testing, the default Chart starts displaying 'No Opportunitities to Show' once an Opportunity Stage is greater than or equal to 29 characters (spaces included).  You have a few options: 1) Decrease the Opportunity Stage name less than 29, you can open the screen: 'New / Edit Opportunity Stages' ...

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. ...