Method Community

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

 

Search

Page 1 of 2534 (25337 items) 1 2 3 4 5 Next > ... Last »
  • Method Updates - August 24th, 2026

    The following updates are now live for users of Method Fixes Editable Grid - Fixed an issue where custom view filters lost their sorting, filtering, and pagination after an editable grid refreshed. (PL-64637) Home - Fixed an issue where Home Insight cards opened grids without their saved view and filters applied. (GROW-452) Regards, Arshi
    Posted to Release Notes (Weblog) by Method_Arshi on 08-24-2026
  • Method Updates - August 21st, 2026

    The following updates are now live for users of Method Fixes Dropdown - Fixed an issue where selecting a custom action from a dropdown could incorrectly change its selected value. (PL-63654) Regards, Courtney
    Posted to Release Notes (Weblog) by Method_ Courtney on 08-21-2026
  • Method Updates - August 20th, 2026

    The following updates are now live for users of Method New Capabilities App Builder - Added a native Divider component to the App Builder palette for separating sections. (PL-63529) Grids - Added the ability to enable or disable individual grid cells, not just whole columns. (PL-63846) Fixes Inputs - Fixed an issue where read-only input ...
    Posted to Release Notes (Weblog) by Method_John on 08-20-2026
  • Method Updates - August 18th, 2026

    The following updates are now live for users of Method Enhancements Process Payment action - Added an allowed-payment-method setting (card, ACH, or both) to the Pre-Authorization action. (PL-64505) Fixes Email Senders - Fixed an issue where the Email Senders field list failed with a server error. (NCNG-1722) Regards, Arshi
    Posted to Release Notes (Weblog) by Method_Arshi on 08-18-2026
  • Method Updates - August 17th, 2026

    The following updates are now live for users of Method Enhancements Multi-entity - Invited users no longer need to set a username when a Super Admin already assigned one. (PL-58304) Fixes QBO - Fixed an issue where invoices sometimes didn't sync to QuickBooks until a manual sync was run. (PL-64840) Import Tool - Fixed an issue where ...
    Posted to Release Notes (Weblog) by Method_Arshi on 08-17-2026
  • Method Updates - August 14th, 2026

    The following updates are now live for users of Method Fixes Contacts - Fixed an issue where updating a contact's name in QuickBooks Desktop didn't sync to the Main Contact in Method. (PL-64190) QBO - Fixed an issue where invoices didn't update to Paid status after payment sync from QuickBooks Online. ...
    Posted to Release Notes (Weblog) by Method_ Courtney on 08-14-2026
  • 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
Page 1 of 2534 (25337 items) 1 2 3 4 5 Next > ... Last »