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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.

 

Release Notes

June 2026 - Posts

  • Method Updates - June 19th, 2026

    The following updates are now live for users of Method

    Fixes

    • Grids - Fixed an issue where money-formatted grid columns returned incorrect values when used in math calculations. (PL-63570)

    Regards,

    Courtney

  • Method Updates - June 16th, 2026

    The following updates are now live for users of Method

    Fixes

    • Tables & Fields - Fixed an issue where a new drop-down field didn't appear in the table without manually refreshing. (NCNG-1422)
    • Xero - Fixed an issue where saving changes to an Account caused sync validation errors with Xero. (PL-63005)
    • Signature - Fixed an issue where the signature pop-up didn't appear inside an app ribbon on mobile. (PL-63006)
    • Mobile App - Fixed an issue where the mobile app logged users out when switching to another app on iPhone. (PL-62995)
    • Report Designer - Fixed an issue where emailed PDF report names were truncated at the first dash character. (PL-63497)
    • Sign-in - Fixed an issue where browser autofill incorrectly triggered the bot-detection block during password reset. (PL-63081)

    Regards,

    Arshi

  • Method Updates - June 11th, 2026

    The following updates are now live for users of Method

    Fixes

    • Export - Fixed an issue where grid export failed after navigating away from and back to a screen due to selection state being cleared on reload. (PL-62939)

    Regards,

    John

  • Method Updates - June 10th, 2026

    The following updates are now live for users of Method

    New Capabilities

    • Actions - Added a Trim function to Text Functions actions with configurable options to remove leading and trailing whitespace, collapse internal spaces, preserve newlines, and treat tabs as spaces. (PL-62792)

    Enhancements

    • QBO - Added bidirectional sync support for the Ship From Address field on Invoice, Estimate, and Sales Receipt transactions in QuickBooks Online. (PL-62908)

    Fixes

    • Attachments - Fixed an issue where placing a full-width Attachments widget on a custom screen could push the App Ribbon off the screen. (PL-62942)
    • Accounting / Business Logic - Fixed an issue where creating a Vendor Bill from a Purchase Order on accounts using auto-assigned reference numbers showed a cryptic error when an existing Reference Number was too large, replacing it with an actionable save warning that identifies the offending value. (PL-63058)

    Regards,

    Phil

  • Method Updates - June 9th, 2026

    The following updates are now live for users of Method

    Enhancements

    • Email Campaigns - Improved the List screen by converting it to an editable grid and updating button styling. (PL-62757)
    • Web To Lead - Improved the List screen by converting it to an editable grid and updating button styling. (PL-62754)

    Fixes

    • Grids
      • Fixed an issue where the "View selected records" toggle in editable grids did nothing and could blank out the grid after repeated clicks. (PL-63023)
      • Fixed an issue where searching transactions by reference number returned no results in the mobile app. (PL-62918)
    • Multi-Select - Fixed an issue where on-change, focus, and lose-focus events did not fire on multi-select dropdowns. (PL-63026)
    • Portal sign-in - Fixed an issue where some end customers hit a 401 error and could not load the customer portal. (PL-62838)
    • Proposals - Fixed an issue where recurring proposal invoices due on the last day of a contract were skipped because the date check compared time instead of date. (PL-63040)
    • Purchase Orders - Fixed an issue where copying a closed Purchase Order created the new order in a Closed status instead of Open. (PL-59851)

    Regards,

    Arshi

  • Method Updates - June 3rd, 2026

    The following updates are now live for users of Method

    Fixes

    • Editable Grid - Fixed an issue where the grid sorting button was unexpectedly hidden in some scenarios on mobile. (PL-62832)
    • Internal Notes - Fixed an issue where Internal Note was presented as an option in the Quick-Add button, despite this not being a valid flow and presenting an error. (PL-62924)
    • Web To Lead - Fixed an issue where users were not successfully redirected to the specified URL after form submission. (PL-62767)
    • Actions - Fixed an issue where the "Compare as" options didn't work as expected when used in criteria against date fields in the EmailsSent table. (PL-61633)

    Regards,

    Phil

  • Method Updates - June 2nd, 2026

    The following updates are now live for users of Method

    Enhancements

    • Sign In - Added clear UI messaging when a password can’t be reused, across reset and change-password flows. (PL-62771)
    • Payments - List screen improvements (convert to editable grid, styling updates to buttons). (PL-62027)
    • Cases - List screen improvements (convert to editable grid, styling updates to buttons). (PL-62760)

    Fixes

    • Estimates - Fixed an issue where payment gateway was still appearing after deposit has been collected (PL-62689)
    • Estimates - Fixed an issue where category items were a selected filter inside deposit items within estimate preferences screen (PL-62737)
    • Donations - Fixed an issue where recurring donation plans could be reverted to inactive saved payment methods in some scenarios. (PL-62976)
    • Web To Lead - Fixed an issue where users were not successfully redirected to the specified URL after form submission. (PL-62767)
    • Actions - Fixed an issue where the "Compare as" options didn't work as expected when used in criteria against date fields in the EmailsSent table. (PL-61633)

    Regards,

    Arshi

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