November 2026 - Posts
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The following updates are now live for users of Method
Enhancements
- Method AI
- Updated the chat panel header to show the new Method AI Beta logo. (NCNG-2476)
- Improved support for App routines. (NCNG-2436)
- Kept action-result references working when a step changes, and now warns before a change would break another step. (NCNG-2341)
- Opportunities - Upgraded the Opportunities List screen to the new App Builder, and added a Pipeline view, displaying opportunities in a "kanban" view.
Fixes
- Button Menu - Fixed an issue where the main button on a button menu showed no hover, pressed or loading state when it ran its own action. (NCNG-2714)
- Dropdowns - Fixed an issue where subtitles set up on dropdown columns in a grid didn't show at runtime. (NCNG-2691)
- Method AI
- Fixed an issue where Method AI could fill a Call Routine action with plain text, or pick a routine that wasn't asked for. (NCNG-2575)
- Fixed an issue where Method AI could save a Check Permissions action with no permission set, which let every user through. (NCNG-2548)
- Fixed an issue where Method AI could build Merge Record actions that skipped merge safety checks. (NCNG-2563)
- Fixed an issue where Method AI could build a Merge Record action with an invalid merge type, and couldn't use Swap Contacts. (NCNG-2559)
- Fixed an issue where Method AI could build a Prepare For Accounting action that queued the whole table when the table or filter couldn't be found. (NCNG-2567)
- Fixed an issue where Method AI ignored default and required inputs on prebuilt actions, for example Round didn't round. (NCNG-2555)
- Fixed an issue where an Insert Record copy with no field changes caused later Method AI edits to fail. (NCNG-2551)
- Fixed an issue where Method AI didn't apply the default options it described for Date Functions actions. (NCNG-2553)
- Fixed an issue where Method AI built actions that save a result without choosing where to save it, which made them fail. (NCNG-2573)
- Fixed an issue where Generate Report actions built by Method AI used the wrong default settings. (NCNG-2594)
- Fixed an issue where Set Active Record actions built by Method AI didn't keep their settings. (NCNG-2593)
- Fixed an issue where Method AI dropped Loop Through Documents steps when building action sets. (NCNG-2566)
- Fixed an issue where the runtime chat formatted your own messages instead of showing them exactly as typed. (NCNG-2503)
- Fixed an issue where moving a step with Method AI could delete it instead, while still reporting success. (NCNG-2608)
- Fixed an issue where requests in progress during an update could be dropped with no reply. (NCNG-2517)
- QuickBooks Desktop - Fixed an issue where invoice line items could be duplicated after syncing with QuickBooks Desktop. (PL-67287)
- QuickBooks Online Sync - Fixed an issue where a slow response from QuickBooks Online could abort an entire sync. (PL-67190)
- Dashboard - Fixed an issue where the profile icon and back button disappeared on the mobile Apps dashboard tab. (GROW-144)
Regards,
Phil
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