Method Community

As of January 2026, our team is now on Reddit. Have CRM, workflow, or automation questions? Join the community at r/MethodCRM.

 

Release Notes

  • Method Updates - November 16th, 2022

    The following updates are now live for users of Method

      Fixes

      • Calendar - Fixed an issue where event cards were misaligned. (PL-38712)
      • Calendar - Fixed an issue with icon and text alignment when the description field was missing. (PL-38676)
      • Calendar - Fixed and issue where the text on the event card was being cut off. (PL-38681)

      Regards,

      Phil

    • Method Updates - November 15th, 2022

      The following updates are now live for users of Method

        Fixes

        • Editable Grids - Fixed an issue where text within a card column was not aligned properly on mobile. (PL-38718)

        Regards,

        Mamoon

      • Method Updates - November 10th, 2022

        The following updates are now live for users of Method

          Fixes

          • Gmail Sidebar - Fixed issue where end date was not visible. (PL-19991)
          • Gmail Sidebar - Fixed issue where users could not input probability percentage. (PL-22906)

          Regards,

          Khamil

        • Method Updates - November 9th, 2022

          The following updates are now live for users of Method

          New Features / Updates

          • Grids - More efficient simple search logic to improve performance. (PL-38621)

          Fixes

            • Charts - Fixed an issue where the bars were not visible on some bar charts. (PL-38622)
            • Calendar - Fixed styling issues on event card. (PL-38573)

            Regards,

            Phil

          • Method Updates - November 8th, 2022

            The following updates are now live for users of Method

            New Features / Updates

            • Sign up - Add QB logo to Intuit sign-up button. (PL-38102)
            • Xero - Fixed an issue where an error occurred when a user tried to email an estimate or submit a Web to Lead. (PL-38635)

            Fixes

            • Attachments - Fixed an issue where the attachments widget was overlapping dropdown lists. . (PL-38462)
            • Buttons - Fixed an issue with HTML tags on button labels. (PL-38668)
            • Calendar - Fixed an issue where multiple calendars were on one page, they all pointed to the same action set. (PL-38583)
            • Editable Grids - Fixed an issue on mobile where clicking a card column would not trigger the row click event. . (PL-38601)
            • Editable Grids - Fixed an issue with the EmailsSent table where the simple search was overriding view filter criteria. (PL-38602)

            Regards,

            Mamoon

          • Method Updates- November 4, 2022

            The following updates are now live for users of Method

            New Features / Updates

              Fixes

              • QBDT - Fixed an issue where line items were deleted instead of archiving. (PL-38505)

              Regards,

              Ayushi

            • Method Updates - November 3rd, 2022

              The following updates are now live for users of Method

              New Features / Updates

                Fixes

                • Tables & Fields - Fixed issue where Proposal tables were labeled as custom. (PL-36572)
                • Calendar - Waitlist content cutting off the bottom of letters. (PL-38383)

                Regards,

                Khamil

              • Method Updates - November 1st, 2022

                The following updates are now live for users of Method

                  Fixes

                  • App Ribbons - Fixed an issue where newly configured custom app ribbons would prevent the View Contact screen from loading. (PL-38552)
                  • Editable Grid - Fixed an issue where the select all records option was not correctly applied to the loop through grid action. (PL-38430)
                  • Method:Classic - Users setting up Gmail email settings will now need to do so from M:New based on new Gmail security settings. (PL-38517)
                  • Web to Lead - Fixed an issue where forms were stuck in a loading state. (PL-38581)

                  Regards,

                  Mamoon

                • Method Updates - October 27th, 2022

                  The following updates are now live for users of Method

                  Fixes

                  • Signature - Fixed an issue where "Signature - Signed Date Time" value stored the date but not the time. (PL-38106)

                  Regards,

                  Khamil

                • Method Updates - October 25th, 2022

                  The following updates are now live for users of Method

                  New Features / Updates

                    Fixes

                    • Attachments - Fixed an issue where files with a '~' character in the name could not be opened. (PL-38346)
                    • Charts - Fixed an issue with charts that occasionally caused screens to freeze.(PL-38481)
                    • Dashboard- Fixed an issue where the saved app order was not preserved when installing new apps to the account. (PL-37944)
                    • Dropdowns - Fixed an issue where the last option in a dropdown menu was inaccessible on mobile. (PL-38033)
                    • Invoices - Fixed an issue where Xero users could modify partially-paid invoices, resulting in a sync conflict. (PL-37531)
                    • QuickBooks Desktop - Fixed issue causing eerrors on the "LinktoTxn" field. (PL-38327)
                    • Tables and Fields - Fixed an issue where the linked field was not showing the correct linked table name. (PL-38411)
                    • Transactions - Fixed an issue on iPad where changing the Rate for a line item would not automatically update the Amount. (PL-38084)

                    Regards,

                    Mamoon

                  • Method Updates- October 21, 2022

                    The following updates are now live for users of Method

                    Fixes

                    • App Ribbons - Fixed an issue where some configuration settings could lead to an error on the View Contact screen. (PL-38186)
                    • Tags - Fixed an issue where the "remove tag" X icon was not appearing in some scenarios. (PL-34701)
                    • Calendar - Fixed an issue where the current date/time line was disappearing. (PL-37855)
                    • Mobile App - Fixed an issue on payments flow where an overlay would block users. (PL-37833)
                    • QBDT - Fixed an issue where serial/lot numbers were not syncing. (PL-38324)
                    • Zapier - Fixed an issue where the contact record id was null after customer creation. (PL-38176)
                    • Invoice App - Fixed an issue where users got generic errors in certain scenarios with group items. (PL-38019)
                    • Charts - Fixed an issue where charts were being cut off depending on height. (PL-38387)

                    Regards,

                    Ayushi

                  • Method Updates - October 19th, 2022

                    The following updates are now live for users of Method

                    New Features / Updates

                    • Portals - New login UI with added SSO/Sniper Link capabilities. (PL-38431)
                    • Accounting Cleanup - Adding more information to generic validation error messages. (PL-38259)

                    Fixes

                    • EmailsSent - Fixed an issue where data from the EmailsSent table would show different statuses than what was shown on the Email system page. (PL-38232)

                    Regards,

                    Phil

                  • Method Updates - October 18th, 2022

                    The following updates are now live for users of Method

                    New Features / Updates

                    • Import - Remove classic access for all accounts from Method: New. (PL-38178)
                    • Insights - Added a more clear empty dashboard message for non-owners. (PL-38245)
                    • Work orders - Added support for the waitlist. (PL-36065)

                    Fixes

                    • Outlook Gadget - Fixed an issue where users could not sign in. (PL-38216)

                    Regards,

                    Mamoon

                  • Method Updates- October 14, 2022

                    The following updates are now live for users of Method

                    Fixes

                    • Xero - Fixed issue where Invoice balance was resetting after making payment. (PL-37690)
                    • Calendar - Fixed an issue where dragging an event from the waitlist to the calendar was not respecting its duration. (PL-38339)

                    Regards,

                    Ayushi

                  • Method Updates - October 11th, 2022

                    The following updates are now live for users of Method

                      Fixes

                      • Calendar - Fixed an issue that caused an error when trying to refresh multiple calendars at once via actions. (PL-38267)
                      • Calendar - Fixed an issue that occasionally caused calendars to not appear on a screen. (PL-37889)
                      • Calendar - Fixed an issue where the calendar wasn't respecting the default view on the first-ever load. (PL-38285)
                      • Import - Fixed an issue where the "Click to browse" link was not working for specific accounts. (PL-38249)
                      • Mobile app - Fixed an issue where users could not load Method account on iPad. (PL-38032)
                      • Proposals - Fixed an issue where customers were not getting a copy of the approved proposal. (PL-31023)
                      • Xero - Fixed an issue where the "Pay selected invoice" button was not appearing consistently on portals." (PL-37476)

                      Regards,

                      Mamoon

                    More Posts « Previous page - Next page »

                    This Blog

                    Syndication

                    Archives