Method Community

Hi s.white, If you get an error "The URL from which web form was submitted is not within a selected refferer list." it usually means that someone downloaded your web form and tried to submit faulty values to your web form.  In order for the web forms to be a bit more user friendly, we include the actual URL from which web form ...

Hi smohyee,  The Green Search button in the editor is located at the top right hand side in the editor to the right of the Existing Customer Contacts List label object.  The Green New Customer button is located at the Footer Section in the design screen.  I hope that this helps.  Ronen  

Hi swm023,  Can you tell me if the Leads and Contacts List is an original screen or not? I want to narrow down the root cause of this issue and go from there. Once I have that information, I can dig a bit further.  Ronen

Hi smohyee, Let me know if this issue is still happening after you link to a new tab link within the Lists tab. It should link properly to the new tab link and won`t displace the Items tab link in the Lists tab.  I hope that helped.  Ronen  

Hi swm023,  I am here to help you with this issue and want to make sure that this issue is not happening on an original method screen. Can you please hover your mouse pointer over the tab link for the screen and let me know what is written in the rectangle white box that appears on the right hand side of the tab link. The indicator that ...

Hi Loewen,  These are the steps that would resolve your issue: Go to Customize > Tabs Click on Edit Tab Links... to the right of Leads which is listed under the Tab Name heading in the list This will open the screen called Tab Link for Leads. The Go To... link in the lead list is actually pointing to a screen that is attached to ...

Hi smohyee,  The reason that this is happening is because the Go To... link in the in the Customer List screen is pointing to the Edit Customer tab link within the Customers tab. The reason that you are getting this error message is because you don`t have the Customer tab in your tab group.  My best recommendation is for you to ...

Hi swm023, Can you please let me know if you are still experiencing those error messages.  Ronen

Hi cpitts, You can certainly do that from the Sales Order screen in the new Method CRM. The functionality of the majority of the screens still remain the same with the additions of some new features.  I hope that this helps.  Ronen

Hi MisterBill,  In the Dashboard tab link under the Field Service Center tab, there is a link under the Settings section called Settings & Preferences.  When you click on Settings & Preferences, you want to click on the Mapping tab. Once you are in that section, you have three options: Include first address line ...