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

 

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  • Method Updates - October 29th, 2026

    The following updates are now live for users of Method New Capabilities Method AI - Added the ability for the App Builder screen chat to create new screen functions. (PL-66768) Grids - Added an option for Loop Through Grid to use on-screen values, including unsaved edits, for editable grids. (PL-65070) Enhancements Items List - Improved ...
    Posted to Release Notes (Weblog) by Method_John on 10-29-2026
  • Method Updates - October 28th, 2026

    The following updates are now live for users of Method Enhancements Method AI - Enhanced Method AI to build and explain actions using phone-number and date-conversion functions. (PL-65764) QuickBooks Desktop - Increased the QuickBooks Desktop custom field sync limit from 20 to 30 fields. (PL-66769) Fixes Web-to-Lead - Fixed an issue ...
    Posted to Release Notes (Weblog) by Method_Phil on 10-28-2026
  • Method Updates - October 23rd, 2026

    The following updates are now live for users of Method Fixes Kanban Board - Fixed an issue where switching device views in App Builder reset a Kanban board's saved height on other views. (PL-66536) Method AI - Fixed an issue where Method AI edits renamed an existing Kanban board to its ID. (PL-66463) Kanban Board - Fixed an issue where ...
    Posted to Release Notes (Weblog) by Method_ Courtney on 10-23-2026
  • Method Updates - October 22nd, 2026

    The following updates are now live for users of Method Enhancements App Builder - Added the ability to deselect a component by clicking outside the canvas or pressing Esc. (NCNG-2367) Fixes QuickBooks Desktop - Fixed an issue where custom field values on transaction lines reverted or went blank after syncing with QuickBooks Desktop. ...
    Posted to Release Notes (Weblog) by Method_John on 10-22-2026
  • Method Updates - October 21st, 2026

    The following updates are now live for users of Method Enhancements Activities - Redesigned the Activities screen with an updated layout and List/Calendar tabs that remember your last view. (PL-63098) Fixes QuickBooks Desktop sync: Fixed an issue where custom fields 21-30 on invoice, sales receipt and credit memo lines didn't sync ...
    Posted to Release Notes (Weblog) by Method_Phil on 10-21-2026
  • Method Updates - October 15th, 2026

    The following updates are now live for users of Method Fixes Method AI - Fixed an issue where undoing a column change wasn't reflected in the grid until the page was refreshed. (NCNG-2492) Process Payment action - Fixed an issue where unchecking the entity hid the payment method selection options. (PL-64951) Email - Fixed an issue where ...
    Posted to Release Notes (Weblog) by Method_John on 10-15-2026
  • Method Updates - October 13th, 2026

    The following updates are now live for users of Method New Capabilities App Builder - Added support for calling and editing screen functions from the action editor. (PL-65695) App Builder - Added a Screen functions panel to create, rename, reorder and delete reusable actions. (PL-65696) App Builder - Added Convert to function, turning an ...
    Posted to Release Notes (Weblog) by Method_Arshi on 10-13-2026
  • Method Updates - October 9th, 2026

    The following updates are now live for users of Method Enhancements List screens - Restyled the Accounts, Sales Orders, Payments, Invoices and Estimates lists with an updated background and layout. (PL-66005) Fixes Email - Fixed an issue where attachments could be missing from emails sent in quick succession. (PL-66190) MailChimp - ...
    Posted to Release Notes (Weblog) by Method_ Courtney on 10-09-2026
  • Method Updates - October 8th, 2026

    The following updates are now live for users of Method New Capabilities Actions - Added the ability to carry attachments to another screen using the Go To Screen action. (PL-64979) Enhancements List Screens - Updated five list screens with a new background and container layout. (PL-66005) Fixes Email - Fixed an issue where saving a ...
    Posted to Release Notes (Weblog) by Method_John on 10-08-2026
  • Method Updates - October 6th, 2026

    The following updates are now live for users of Method Fixes DateTime Picker - Fixed V4 DateTime Pickers to use the account's configured date and time formats instead of a hard-coded default. (NCNG-2385) Currency Formatting - Fixed V4 negative currency amounts to use the account's minus-sign or brackets setting, not both at once. ...
    Posted to Release Notes (Weblog) by Method_Arshi on 10-06-2026
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