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Method Updates - November 6th, 2026

Method_ Courtney — Fri, 06 Nov 2026 14:11:00 GMT

The following updates are now live for users of Method

Enhancements

App Builder - Improved Components panel search so matches must start a word. (NCNG-2461)
App Builder - Enhanced App Builder so hidden containers stay expanded until you select something else. (NCNG-2452)
App Builder - Added search tags so builders can find components using everyday terms. (NCNG-1937)
App Builder - Enhanced App Builder to show dynamic default values as readable {{component.Name}} references. (NCNG-795)
Actions - Enhanced the Refresh Control action to support Kanban boards. (PL-66782)

Fixes

Tables & Fields - Fixed an issue where an unmatched Linked field entry could blank the New field page. (NCNG-2671)
Chart - Fixed an issue where changing a chart's grouping could blank the App Builder canvas. (NCNG-2628)
Tabs - Fixed an issue where an icon used on multiple tabs only showed on the first tab. (NCNG-2616)
Tables & Fields - Fixed an issue where some Entity fields were missing from the Linked field picker. (NCNG-2614)
Actions - Fixed an issue where read-only controls couldn't be selected in Show/Hide Controls and similar actions. (NCNG-2484)
Actions - Fixed an issue where the Call Routine action's dropdown sometimes appeared empty. (NCNG-2382)
Tabs - Fixed an issue where Go To Tab didn't switch to a tab the action just revealed. (NCNG-2380)
App Builder - Fixed an issue where dropping a component into the current tab jumped to a new tab. (NCNG-2297)
App Builder - Fixed an issue where HTML typed into a tab label rendered inconsistently across the builder. (NCNG-2294)
Export - Fixed an issue where some invoice fields couldn't be selected for export. (NCNG-1920)
Tags List - Fixed an issue where tag suggestions could render over the App Builder's right panel. (NCNG-1508)
Dropdown - Fixed an issue where a dropdown could show a record's ID instead of its name after saving. (PL-67344)
QuickBooks Desktop sync - Fixed an issue where QuickBooks Desktop syncs could duplicate or delete transaction lines. (PL-67297)

Regards,

Courtney

Method Updates - November 5th, 2026

Method_John — Thu, 05 Nov 2026 13:45:00 GMT

The following updates are now live for users of Method

New Capabilities

Opportunities - Added a Pipeline (Kanban board) view to the Opportunities List screen. (PL-67003)

Fixes

QBO - Fixed an issue where invoices synced from QuickBooks could be duplicated. (PL-67302)
QBO - Fixed an issue where busy QuickBooks accounts delayed scheduled syncs, causing stale data. (PL-67012)
REST API - Fixed an issue where concurrent invoice edits for one customer could fail with a server error. (PL-67031)
Email - Fixed an issue where saving your email signature could clear your sender and server settings. (PL-67300)
Editable Grid - Fixed an issue where selecting a grid value could error when a row above was empty. (PL-66905)
Pop-ups - Fixed an issue where pop-ups didn't fit their content and cut off content on mobile. (PL-66516)

Regards,

John

Method Updates - November 4th, 2026

Method_Phil — Wed, 04 Nov 2026 17:01:00 GMT

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

Method Updates - October 30th, 2026

Method_ Courtney — Fri, 30 Oct 2026 13:33:00 GMT

The following updates are now live for users of Method

Enhancements

App Ribbon - Improved App Builder's 2/3 app ribbon screens so device views consistently preview one shared layout. (NCNG-2468)

Fixes

Containers - Fixed an issue where a bordered grid container nested in a flex container showed an extra gap outside its border. (NCNG-2672)
Tables & Fields - Fixed an issue where deleting a field, including unique dropdown fields or ones with long names, could fail or show inaccurate audit history. (NCNG-2615)
Tables & Fields - Fixed an issue where some linked custom fields didn't appear in Tables & Fields. (NCNG-2454)
Dropdown - Fixed an issue where a dropdown using Record ID as its display value showed no options at runtime. (NCNG-2451)
Tabs - Fixed an issue where components inside a disabled tab appeared enabled in App Builder. (NCNG-2408)
Dropdown - Fixed an issue where a dropdown's options menu stayed open after clicking outside it in App Builder. (NCNG-2293)
Tables & Fields - Fixed an issue where exports and address lookups left out entries with a '#' character in their name. (NCNG-2272)
Radio Button - Fixed an issue where a newly added radio group had no option selected at runtime. (NCNG-1934)
Tables & Fields - Fixed an issue where searching a table's fields didn't return matching linked fields. (NCNG-1440)
Chart - Fixed an issue where chart axis buttons shrank to text width instead of filling the row. (NCNG-1434)

Regards,

Courtney

Method Updates - October 29th, 2026

Method_John — Thu, 29 Oct 2026 14:13:00 GMT

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

Method Updates - October 28th, 2026

Method_Phil — Wed, 28 Oct 2026 14:20:00 GMT

The following updates are now live for users of Method

Enhancements

Method AI - Enhanced Method AI to build and explain actions using phone-number and date-conversion functions. (PL-65764)
QuickBooks Desktop - Increased the QuickBooks Desktop custom field sync limit from 20 to 30 fields. (PL-66769)

Fixes

Web-to-Lead - Fixed an issue where Web-to-Lead forms didn't scroll on Android devices. (PL-66555)
QuickBooks Sync - Fixed an issue where the QuickBooks Desktop sync status incorrectly showed as disconnected. (PL-67020)
QuickBooks Online Sync - Fixed an issue where long QuickBooks Online full syncs could fail from a second sync starting. (PL-66958)
Vendors - Fixed an issue where archiving a duplicate vendor during QuickBooks sync left a duplicate contact active. (PL-66557)
Multi-entity - Fixed an issue where email templates were not shared with every entity after enabling multi-entity. (PL-66932)
User invites - Fixed an issue where invited users got no app access and the subscription count didn't update. (GROW-662)

Regards,

Phil

Method Updates - October 23rd, 2026

Method_ Courtney — Fri, 23 Oct 2026 13:13:00 GMT

The following updates are now live for users of Method

Fixes

Kanban Board - Fixed an issue where switching device views in App Builder reset a Kanban board's saved height on other views. (PL-66536)
Method AI - Fixed an issue where Method AI edits renamed an existing Kanban board to its ID. (PL-66463)
Kanban Board - Fixed an issue where grouping Kanban board columns by a custom dropdown field failed to load. (PL-66596)

Regards,

Courtney

Method Updates - October 22nd, 2026

Method_John — Thu, 22 Oct 2026 12:49:00 GMT

The following updates are now live for users of Method

Enhancements

App Builder - Added the ability to deselect a component by clicking outside the canvas or pressing Esc. (NCNG-2367)

Fixes

QuickBooks Desktop - Fixed an issue where custom field values on transaction lines reverted or went blank after syncing with QuickBooks Desktop. (PL-62802)
Refund Receipt - Fixed an issue where saving a refund receipt failed on international QuickBooks Online accounts, and deleting certain lines updated the wrong record's totals. (PL-65210)
App Builder - Fixed an issue where App Builder went blank after editing a dropdown's sorting and selecting another component. (NCNG-2497)
Label - Fixed an issue where Money Labels on public pages didn't show currency symbols even when enabled. (NCNG-2338)
Editable Grid - Fixed an issue where a grid card column kept showing an image placeholder after the linked image field was cleared. (NCNG-1747)
HTML Editor - Fixed an issue where the HTML editor stayed a fixed size inside containers, and added options to control its height. (NCNG-1654)
App Builder - Fixed an issue where some App Builder event labels showed inconsistent wording for focus events. (NCNG-1457)
Grids - Fixed an issue where migrating a grid view with forced visible columns hid those columns instead. (NCNG-1305)
REST API - Fixed an issue where REST API calls using a quoted alias in the apply parameter failed with an Invalid alias error. (PL-66987)

Regards,

John

Method Updates - October 21st, 2026

Method_Phil — Wed, 21 Oct 2026 14:00:00 GMT

The following updates are now live for users of Method

Enhancements

Activities - Redesigned the Activities screen with an updated layout and List/Calendar tabs that remember your last view. (PL-63098)

Fixes

QuickBooks Desktop sync:

Fixed an issue where custom fields 21-30 on invoice, sales receipt and credit memo lines didn't sync from QuickBooks Desktop. (PL-66767)
Fixed an issue where clearing Address Line 4 on a sales transaction didn't sync to QuickBooks Desktop. (PL-57807)
Fixed an issue where editing a line custom field on a synced QuickBooks Desktop transaction could blank out its value. (PL-62802)

Developer API documentation - Fixed an issue where the interactive REST API documentation page failed to load its reference. (PL-66927)

Regards,

Phil

Method Updates - October 15th, 2026

Method_John — Thu, 15 Oct 2026 13:00:00 GMT

The following updates are now live for users of Method

Fixes

Method AI - Fixed an issue where undoing a column change wasn't reflected in the grid until the page was refreshed. (NCNG-2492)
Process Payment action - Fixed an issue where unchecking the entity hid the payment method selection options. (PL-64951)
Email - Fixed an issue where sender verification failure notices went to the email's recipients instead of the sender. (PL-65971)
App builder - Fixed an issue where the field edit icon appeared as a tiny cut-off line in Kanban and editable grid card settings. (PL-66363)
Dashboard - Fixed an issue where the Insights dashboard didn't load when opened from a direct link. (GROW-661)
Portal sign-in - Fixed an issue where the portal sign-in code email didn't show the account's branding. (GROW-578)

Regards,

John