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Release Notes

Method Updates - February 27th, 2026

The following updates are now live for users of Method

Enhancements

  • Proposals - Clicking Add New in the Customer or Contact dropdown now opens a quick-add modal screen. (PL-60444)
  • Work Orders - Clicking Add New in the Customer dropdown now opens a quick-add modal screen. (PL-60442)
  • Payments - Clicking Add New in the Customer dropdown now opens a quick-add modal screen. (PL-60438)
  • Sales Orders - Clicking Add New in the Customer dropdown now opens a quick-add modal screen. (PL-60433)
  • Invoices - Clicking Add New in the Customer dropdown now opens a quick-add modal screen. (PL-60432)
  • Home - Improved insight calculations to track relevant records from the last 30 days. (PL-60808)
  • Home - Added new insights cards for Low-health customers and Revenue distribution %. (PL-60169)
  • Home - Improved grid filter accuracy when navigating through the insights blocks. (PL-60809)

Fixes

  • Outlook Gadget - Fixed an issue where gadget was throwing server error after login when accessed via Safari and Firefox. (PL-60502)
  • Donations - Fixed an issue where the processing fee was added twice. (PL-61283)

Regards,

Courtney

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