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

You searched for the word(s): '
Page 1 of 2538 (25372 items) 1 2 3 4 5 Next > ... Last »
  • Method Updates - November 6th, 2026

    The following updates are now live for users of Method Enhancements App Builder - Improved Components panel search so matches must start a word. (NCNG-2461) App Builder - Enhanced App Builder so hidden containers stay expanded until you select something else. (NCNG-2452) App Builder - Added search tags so builders can find components using ...
    Posted to Release Notes (Weblog) by Method_ Courtney on 11-06-2026
  • Method Updates - November 5th, 2026

    The following updates are now live for users of Method New Capabilities Opportunities - Added a Pipeline (Kanban board) view to the Opportunities List screen. (PL-67003) Fixes QBO - Fixed an issue where invoices synced from QuickBooks could be duplicated. (PL-67302) QBO - Fixed an issue where busy QuickBooks accounts delayed scheduled ...
    Posted to Release Notes (Weblog) by Method_John on 11-05-2026
  • Method Updates - November 4th, 2026

    The following updates are now live for users of Method Enhancements Method AI Updated the chat panel header to show the new Method AI Beta logo. (NCNG-2476) Improved support for App routines. (NCNG-2436) Kept action-result references working when a step changes, and now warns before a change would break another step. ...
    Posted to Release Notes (Weblog) by Method_Phil on 11-04-2026
  • Method Updates - October 30th, 2026

    The following updates are now live for users of Method Enhancements App Ribbon - Improved App Builder's 2/3 app ribbon screens so device views consistently preview one shared layout. (NCNG-2468) Fixes Containers - Fixed an issue where a bordered grid container nested in a flex container showed an extra gap outside its border. ...
    Posted to Release Notes (Weblog) by Method_ Courtney on 10-30-2026
  • 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
Page 1 of 2538 (25372 items) 1 2 3 4 5 Next > ... Last »