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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 - August 13th, 2026

    The following updates are now live for users of Method Fixes Report Designer - Fixed an issue where an Admin Access Required pop-up briefly appeared when closing the Report Designer. (PL-64658) Multi-entity - Fixed an issue where repeatedly enabling Multi-entity could cause errors loading account data. (PL-63072) Regards, John
    Posted to Release Notes (Weblog) by Method_John on 08-13-2026
  • Method Updates - August 12th, 2026

    The following updates are now live for users of Method Enhancements Merge Contacts and Entities - Updated the merge screen's help link to point to clearer documentation on how merging works. (PL-64593) Fixes QBO - Fixed an issue where applying a credit memo to an invoice failed with a required-field error. (PL-64574) Editable Grid - ...
    Posted to Release Notes (Weblog) by Method_Phil on 08-12-2026
  • Method Updates - August 11th, 2026

    The following updates are now live for users of Method Fixes Text Field - Fixed an issue where saving a number to a text field showed as NaN after refreshing. (PL-64384) Billing - Fixed an issue where billing receipt emails came from the wrong sender or were replaced by a confusing failure notice. (PL-64452) Email - Fixed an issue where the ...
    Posted to Release Notes (Weblog) by Method_Arshi on 08-11-2026
  • Method Updates - August 10th, 2026

    The following updates are now live for users of Method Enhancements Invoices - Migrated the Invoice List screen to the App Builder. (PL-63088) Xero - Enhanced Changes Only sync so edits made in Method now push to Xero automatically during the hourly background sync. (PL-61514) Fixes QBO Sync - Fixed an issue where invoices didn't ...
    Posted to Release Notes (Weblog) by Method_Arshi on 08-10-2026
  • Method Updates - August 7th, 2026

    The following updates are now live for users of Method Fixes Editable Grid - Fixed an issue where saving an editable grid failed if a money field was left blank. (PL-64576) Regards, Courtney
    Posted to Release Notes (Weblog) by Method_ Courtney on 08-07-2026
  • Method Updates - August 6th, 2026

    The following updates are now live for users of Method Enhancements Payments - Migrated the Payments List screen to the new app builder. (PL-63093) Fixes Sync Widget - Fixed an issue where the sync detail panel was cut off inside a container. (PL-64539) Regards, John
    Posted to Release Notes (Weblog) by Method_John on 08-06-2026
  • Method Updates - August 5th, 2026

    The following updates are now live for users of Method Enhancements Sales Orders - Migrated the Sales Order List screen to the new App Builder. (PL-63091) Regards, Phil
    Posted to Release Notes (Weblog) by Method_Phil on 08-05-2026
  • Method Updates - August 4th, 2026

    The following updates are now live for users of Method Fixes QBO - Fixed an issue where certain custom field values caused First Sync to fail. (PL-63540) Email Campaigns - Fixed an issue where opening a sent campaign with many recipients showed an error. (PL-64401) Actions - Fixed an issue where updating many records at once could show a ...
    Posted to Release Notes (Weblog) by Method_Arshi on 08-04-2026
  • Method Updates - July 31st, 2026

    The following updates are now live for users of Method New Capabilities Actions - Added Strip HTML and HTML Decode options to the Character Function action. (PL-64250) Fixes Sign-in - Fixed an issue where sign-in and password-reset requests could intermittently hang for several seconds. (PL-64427) Vendors - Fixed an issue where ...
    Posted to Release Notes (Weblog) by Method_ Courtney on 07-31-2026
  • Method Updates - July 30th, 2026

    The following updates are now live for users of Method Enhancements Email unsubscribe - Improved keyboard accessibility on the email unsubscribe page. (PL-64171) Fixes Grids - Fixed an issue where custom grid views didn't persist or apply correctly after reloading on mobile. (PL-64351) Invoices - Fixed an issue where editing invoice ...
    Posted to Release Notes (Weblog) by Method_John on 07-30-2026
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