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

Method Updates - October 5th, 2026

The following updates are now live for users of Method

Enhancements

  • Method AI - Enabled Method AI to set a screen-level Grid View as the default view. (NCNG-2344)
  • Method AI - Fixed Method AI's Action Editor copilot replacing the wrong action in App Routines. (NCNG-2314)
  • Method AI - Improved Method AI's error handling to show a friendly message instead of a raw error. (NCNG-2351)
  • Method AI - Enabled Method AI's Action Editor Build mode by default for all accounts. (NCNG-2393)
  • Audit Trail - Enhanced the audit trail to record every QuickBooks and Xero disconnect or permission change. (PL-65791)

Fixes

  • Method AI - Fixed an issue where Runtime AI's Build-mode decline message implied Ask mode. (NCNG-2363)
  • Method AI - Fixed an issue where Method AI edited the wrong action step after a nested If or Loop. (NCNG-2390)
  • Method AI - Fixed an issue where Method AI failed to add steps that declare and use a new action result together. (NCNG-2391)
  • Xero Sync - Fixed an issue where Refetch from Xero did not resolve invoice sync conflicts. (PL-65960)
  • Toggle - Fixed an issue where toggle switches couldn't be turned on with the Enter key. (PL-63667)
  • Editable Grid - Fixed an issue where a numeric Text Area column could crash the Editable Grid. (PL-65477)
  • User Management - Fixed an issue where resending an invitation wasn't rate-limited on single-entity accounts. (PL-66156)

Regards,

Arshi

Comments

No Comments

This Blog

Syndication

Archives