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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 - September 3rd, 2026

The following updates are now live for users of Method

New Capabilities

  • REST API - Added REST API endpoints to list account tables and their field schemas. (PL-65244)

Enhancements

  • Estimates - Migrated the Estimate List screen to the new app builder. (PL-63090)

Fixes

  • Mobile App - Fixed an issue where a brief connectivity blip showed the offline screen and discarded unsaved work. (PL-65254)
  • Mobile App - Fixed an issue where a app session restore could sign users out unexpectedly. (PL-65258)
  • Send Transaction Email - Fixed an issue where sending a transaction email could load the wrong email template and subject from a prior send. (PL-64991)

Regards,

John

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