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 29th, 2026

The following updates are now live for users of Method

New Capabilities

  • Method AI - Added the ability for the App Builder screen chat to create new screen functions. (PL-66768)
  • Grids - Added an option for Loop Through Grid to use on-screen values, including unsaved edits, for editable grids. (PL-65070)

Enhancements

  • Items List - Improved the Items List layout, fixing grid sizing, tab order, spacing and button styling. (PL-67068)

Fixes

  • Audit Trail - Fixed an issue where exporting multiple record IDs from the Audit Trail returned an error. (PL-66933)
  • Kanban Board - Fixed an issue where copying a draft from a published version removed the Kanban board's click and drag actions. (PL-67134)
  • Email - Fixed an issue where unsubscribing a contact could fail and accidentally opt out other contacts. (PL-66900)
  • Items List - Fixed an issue where a short grid height clipped the View and Filter menus. (PL-67053)
  • Items List - Fixed inconsistent button casing and icons on the Items List and Account List screens. (PL-67112)
  • Items List - Fixed an issue where the Items List showed a large gap above the grid and incorrect tab order. (PL-67052)
  • Items List - Fixed an issue where hidden grid columns left blank space on the Items List grid. (PL-66756)
  • Xero - Fixed an issue where syncing a customer to Xero could delete additional contacts and their emails. (PL-67021)
  • Inventory Adjustments - Fixed an issue where inventory adjustments beyond QuickBooks' limit synced incorrectly instead of showing a warning. (PL-65215)

Regards,

John

Comments

No Comments

This Blog

Syndication

Archives