Search results by user ID 7040

Re: Conversion Ratio Chart Problems

jasonhanna — Wed, 21 Oct 2015 16:08:39 GMT

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

Re: Conversion Ratio Chart Problems

jasonhanna — Wed, 21 Oct 2015 14:51:30 GMT

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?

Re: Quickbooks Online Sync Issues

jasonhanna — Wed, 21 Oct 2015 14:40:10 GMT

Looking forward to getting this resolved. Thanks.

Conversion Ratio Chart Problems

jasonhanna — Wed, 21 Oct 2015 13:57:26 GMT

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 do so) and it would be really helpful to know our conversion ratio at a glance rather than having to run the numbers manually.

Quickbooks Online Sync Issues

jasonhanna — Wed, 21 Oct 2015 13:23:58 GMT

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. So, trying a different process, we attempted to reconnect to Quickbooks uner the Quickbooks tab and hit reconnect. We then receive this message:

Oops! An error has occurred.

Please close this window and try again.

Error Code: app_already_purchased
Message: The application has already been subscribed to by another user for this company. Please contact (office manager's old email) to make changes to this subscription.

It's this error message that gives me the clue that the error is due to an email change. We updated company email addresses, and as part of the update, we changed the email address within Method and Quickbooks to reflect the new email address for our office manager. Unless I'm mistaken, it seems that the old ticket for the sync was issued under the old email address and now we don't know how to correct it. We've attempted to refresh the Method App within QBO and we receive the same message to contact the old email address.

It appears our hands are tied and we can't make the correction on our end.