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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

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 - Fixed an issue where a custom action on an Estimate or Invoice grid line lost its line-level record reference. (PL-64663)

Regards,

Phil

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