Method Community

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 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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