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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 - November 13th, 2026

The following updates are now live for users of Method

Enhancements

  • Audit Trail - Enhanced the Audit Trail to record who created, renamed, merged, recoloured or deleted a tag, and stopped empty tag entries from being logged when a record's tags didn't change. (PL-42384)

Fixes

  • DateTime Picker - Fixed an issue where tapping a date/time field on iPhone didn't open the date picker unless you tapped the calendar icon. (PL-65958)
  • Transactions - Fixed an issue where some discounts produced line amounts that didn't match the transaction total. (PL-65567)
  • Method AI - Fixed an issue where Method AI built a Count in the Retrieve Values From Table action with no field to retrieve. (NCNG-2822)

Courtney

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