{"id":40258,"date":"2026-02-19T16:00:35","date_gmt":"2026-02-19T21:00:35","guid":{"rendered":"https:\/\/www.method.me\/?post_type=video&#038;p=40258"},"modified":"2026-02-19T16:00:36","modified_gmt":"2026-02-19T21:00:36","slug":"whats-new-in-method-crm-feb2026","status":"publish","type":"video","link":"https:\/\/www.method.me\/videos\/whats-new-in-method-crm-feb2026\/","title":{"rendered":"What&#8217;s New in Method CRM: Helping Your Team Get More Done"},"content":{"rendered":"\n<div style=\"padding:56.25% 0 0 0;position:relative;\"><iframe data-src=\"https:\/\/player.vimeo.com\/video\/1166476455?badge=0&amp;autopause=0&amp;player_id=0&amp;app_id=58479\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" style=\"position:absolute;top:0;left:0;width:100%;height:100%;\" title=\"What's New in Method CRM: Helping Your Team Get More Done\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" class=\"lazyload\" data-load-mode=\"1\"><\/iframe><\/div><script src=\"https:\/\/player.vimeo.com\/api\/player.js\"><\/script>\n\n\n\n<p class=\"wp-block-paragraph\">In this product update webinar, <a href=\"https:\/\/www.method.me\/\">Method&#8217;s<\/a> team walks through the latest platform improvements designed to help businesses streamline workflows, reduce manual work, and get better visibility into customers, jobs, and operations.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The session includes live demos and explanations of several new features and enhancements, including:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\"><strong>New Home Dashboard experience<\/strong> with personalized insights, activity visibility, and configurable quick actions<\/li>\n\n\n\n<li class=\"\"><strong>HealthScores<\/strong> to help teams monitor <a href=\"https:\/\/www.method.me\/crm-quickbooks\/customer-management-software\/\">customer engagement and relationships<\/a><\/li>\n\n\n\n<li class=\"\"><strong>Editable grids<\/strong> for faster configuration and easier data management<\/li>\n\n\n\n<li class=\"\"><strong>Quick Actions panel<\/strong> to create contacts, activities, and records without navigating between apps<\/li>\n\n\n\n<li class=\"\"><strong>New Jobs App and Schedule App<\/strong> to unify dispatcher workflows and <a href=\"https:\/\/www.method.me\/crm-quickbooks\/work-order-software\/\">manage field work in one place<\/a><\/li>\n\n\n\n<li class=\"\"><strong><a href=\"https:\/\/www.method.me\/multi-entity-crm\/\">Multi-entity support<\/a><\/strong> for businesses operating across multiple companies or divisions<\/li>\n\n\n\n<li class=\"\"><strong>Multi-currency functionality<\/strong> synced with QuickBooks<\/li>\n\n\n\n<li class=\"\"><strong>Bulk actions<\/strong> in multi-entity for updating tags, permissions, and users more efficiently<\/li>\n\n\n\n<li class=\"\"><strong>Customization feature improvements<\/strong> like toast notifications and modal pop-ups to reduce screen switching<\/li>\n\n\n\n<li class=\"\">Support for assigning multiple technicians to jobs when customizing<\/li>\n\n\n\n<li class=\"\">Updates on rollout timing, migration plans, and what\u2019s already live<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">The webinar also touches on how these updates support growing service businesses, field teams, and multi-company operations, plus where to get help, onboarding resources, and access to the Method community.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Learn how to turn customer and vendor relationships into your most defensible competitive advantage. Watch Method and Forwardly show you how to build systems that strengthen trust, streamline operations, and protect your business from market volatility.<\/p>\n","protected":false},"author":62,"featured_media":40259,"template":"","meta":{"_acf_changed":false,"inline_featured_image":false,"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[6735],"tags":[],"class_list":["post-40258","video","type-video","status-publish","has-post-thumbnail","hentry","category-resources"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.5 (Yoast SEO v27.5) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>What&#039;s New in Method CRM: Helping Your Team Get More Done &#8212; Method<\/title>\n<meta name=\"description\" content=\"Watch this Method product update webinar to see new CRM features including the home dashboard, jobs and scheduling tools, multi-entity and multi-currency support, and workflow improvements designed to help teams work faster and stay organized.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.method.me\/videos\/whats-new-in-method-crm-feb2026\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"What&#039;s New in Method CRM: Helping Your Team Get More Done &#8212; Method\" \/>\n<meta property=\"og:description\" content=\"Watch this Method product update webinar to see new CRM features including the home dashboard, jobs and scheduling tools, multi-entity and multi-currency support, and workflow improvements designed to help teams work faster and stay organized.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.method.me\/videos\/whats-new-in-method-crm-feb2026\/\" \/>\n<meta property=\"og:site_name\" content=\"Method\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/MethodHQ\" \/>\n<meta property=\"article:modified_time\" content=\"2026-02-19T21:00:36+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.method.me\/wp-content\/uploads\/2026\/02\/What-is-new-in-Method-CRM.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1800\" \/>\n\t<meta property=\"og:image:height\" content=\"945\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:title\" content=\"What&#039;s New in Method CRM: Helping Your Team Get More Done &#8212; Method\" \/>\n<meta name=\"twitter:description\" content=\"Watch this Method product update webinar to see new CRM features including the home dashboard, jobs and scheduling tools, multi-entity and multi-currency support, and workflow improvements designed to help teams work faster and stay organized.\" \/>\n<meta name=\"twitter:site\" content=\"@methodcrm\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.method.me\\\/videos\\\/whats-new-in-method-crm-feb2026\\\/\",\"url\":\"https:\\\/\\\/www.method.me\\\/videos\\\/whats-new-in-method-crm-feb2026\\\/\",\"name\":\"What's New in Method CRM: Helping Your Team Get More Done &#8212; Method\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.method.me\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/www.method.me\\\/videos\\\/whats-new-in-method-crm-feb2026\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/www.method.me\\\/videos\\\/whats-new-in-method-crm-feb2026\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.method.me\\\/wp-content\\\/uploads\\\/2026\\\/02\\\/What-is-new-in-Method-CRM.png\",\"datePublished\":\"2026-02-19T21:00:35+00:00\",\"dateModified\":\"2026-02-19T21:00:36+00:00\",\"description\":\"Watch this Method product update webinar to see new CRM features including the home dashboard, jobs and scheduling tools, multi-entity and multi-currency support, and workflow improvements designed to help teams work faster and stay organized.\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/www.method.me\\\/videos\\\/whats-new-in-method-crm-feb2026\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/www.method.me\\\/videos\\\/whats-new-in-method-crm-feb2026\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/www.method.me\\\/videos\\\/whats-new-in-method-crm-feb2026\\\/#primaryimage\",\"url\":\"https:\\\/\\\/www.method.me\\\/wp-content\\\/uploads\\\/2026\\\/02\\\/What-is-new-in-Method-CRM.png\",\"contentUrl\":\"https:\\\/\\\/www.method.me\\\/wp-content\\\/uploads\\\/2026\\\/02\\\/What-is-new-in-Method-CRM.png\",\"width\":1800,\"height\":945,\"caption\":\"What is new in Method CRM\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/www.method.me\\\/videos\\\/whats-new-in-method-crm-feb2026\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/www.method.me\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"What&#8217;s New in Method CRM: Helping Your Team Get More Done\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/www.method.me\\\/#website\",\"url\":\"https:\\\/\\\/www.method.me\\\/\",\"name\":\"Method\",\"description\":\"CRM Software for QuickBooks\",\"publisher\":{\"@id\":\"https:\\\/\\\/www.method.me\\\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/www.method.me\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/www.method.me\\\/#organization\",\"name\":\"Method Integration\",\"url\":\"https:\\\/\\\/www.method.me\\\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/www.method.me\\\/#\\\/schema\\\/logo\\\/image\\\/\",\"url\":\"https:\\\/\\\/www.method.me\\\/wp-content\\\/uploads\\\/2019\\\/04\\\/Logo-MethodCRM-darkblue-V2.svg\",\"contentUrl\":\"https:\\\/\\\/www.method.me\\\/wp-content\\\/uploads\\\/2019\\\/04\\\/Logo-MethodCRM-darkblue-V2.svg\",\"width\":300,\"height\":80,\"caption\":\"Method Integration\"},\"image\":{\"@id\":\"https:\\\/\\\/www.method.me\\\/#\\\/schema\\\/logo\\\/image\\\/\"},\"sameAs\":[\"https:\\\/\\\/www.facebook.com\\\/MethodHQ\",\"https:\\\/\\\/x.com\\\/methodcrm\",\"https:\\\/\\\/linkedin.com\\\/company\\\/method-integration\"]}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"What's New in Method CRM: Helping Your Team Get More Done &#8212; Method","description":"Watch this Method product update webinar to see new CRM features including the home dashboard, jobs and scheduling tools, multi-entity and multi-currency support, and workflow improvements designed to help teams work faster and stay organized.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.method.me\/videos\/whats-new-in-method-crm-feb2026\/","og_locale":"en_US","og_type":"article","og_title":"What's New in Method CRM: Helping Your Team Get More Done &#8212; Method","og_description":"Watch this Method product update webinar to see new CRM features including the home dashboard, jobs and scheduling tools, multi-entity and multi-currency support, and workflow improvements designed to help teams work faster and stay organized.","og_url":"https:\/\/www.method.me\/videos\/whats-new-in-method-crm-feb2026\/","og_site_name":"Method","article_publisher":"https:\/\/www.facebook.com\/MethodHQ","article_modified_time":"2026-02-19T21:00:36+00:00","og_image":[{"width":1800,"height":945,"url":"https:\/\/www.method.me\/wp-content\/uploads\/2026\/02\/What-is-new-in-Method-CRM.png","type":"image\/png"}],"twitter_card":"summary_large_image","twitter_title":"What's New in Method CRM: Helping Your Team Get More Done &#8212; Method","twitter_description":"Watch this Method product update webinar to see new CRM features including the home dashboard, jobs and scheduling tools, multi-entity and multi-currency support, and workflow improvements designed to help teams work faster and stay organized.","twitter_site":"@methodcrm","twitter_misc":{"Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.method.me\/videos\/whats-new-in-method-crm-feb2026\/","url":"https:\/\/www.method.me\/videos\/whats-new-in-method-crm-feb2026\/","name":"What's New in Method CRM: Helping Your Team Get More Done &#8212; Method","isPartOf":{"@id":"https:\/\/www.method.me\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.method.me\/videos\/whats-new-in-method-crm-feb2026\/#primaryimage"},"image":{"@id":"https:\/\/www.method.me\/videos\/whats-new-in-method-crm-feb2026\/#primaryimage"},"thumbnailUrl":"https:\/\/www.method.me\/wp-content\/uploads\/2026\/02\/What-is-new-in-Method-CRM.png","datePublished":"2026-02-19T21:00:35+00:00","dateModified":"2026-02-19T21:00:36+00:00","description":"Watch this Method product update webinar to see new CRM features including the home dashboard, jobs and scheduling tools, multi-entity and multi-currency support, and workflow improvements designed to help teams work faster and stay organized.","breadcrumb":{"@id":"https:\/\/www.method.me\/videos\/whats-new-in-method-crm-feb2026\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.method.me\/videos\/whats-new-in-method-crm-feb2026\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.method.me\/videos\/whats-new-in-method-crm-feb2026\/#primaryimage","url":"https:\/\/www.method.me\/wp-content\/uploads\/2026\/02\/What-is-new-in-Method-CRM.png","contentUrl":"https:\/\/www.method.me\/wp-content\/uploads\/2026\/02\/What-is-new-in-Method-CRM.png","width":1800,"height":945,"caption":"What is new in Method CRM"},{"@type":"BreadcrumbList","@id":"https:\/\/www.method.me\/videos\/whats-new-in-method-crm-feb2026\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.method.me\/"},{"@type":"ListItem","position":2,"name":"What&#8217;s New in Method CRM: Helping Your Team Get More Done"}]},{"@type":"WebSite","@id":"https:\/\/www.method.me\/#website","url":"https:\/\/www.method.me\/","name":"Method","description":"CRM Software for QuickBooks","publisher":{"@id":"https:\/\/www.method.me\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.method.me\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/www.method.me\/#organization","name":"Method Integration","url":"https:\/\/www.method.me\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.method.me\/#\/schema\/logo\/image\/","url":"https:\/\/www.method.me\/wp-content\/uploads\/2019\/04\/Logo-MethodCRM-darkblue-V2.svg","contentUrl":"https:\/\/www.method.me\/wp-content\/uploads\/2019\/04\/Logo-MethodCRM-darkblue-V2.svg","width":300,"height":80,"caption":"Method Integration"},"image":{"@id":"https:\/\/www.method.me\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.facebook.com\/MethodHQ","https:\/\/x.com\/methodcrm","https:\/\/linkedin.com\/company\/method-integration"]}]}},"_links":{"self":[{"href":"https:\/\/www.method.me\/wp-json\/wp\/v2\/video\/40258","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.method.me\/wp-json\/wp\/v2\/video"}],"about":[{"href":"https:\/\/www.method.me\/wp-json\/wp\/v2\/types\/video"}],"author":[{"embeddable":true,"href":"https:\/\/www.method.me\/wp-json\/wp\/v2\/users\/62"}],"version-history":[{"count":0,"href":"https:\/\/www.method.me\/wp-json\/wp\/v2\/video\/40258\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.method.me\/wp-json\/wp\/v2\/media\/40259"}],"wp:attachment":[{"href":"https:\/\/www.method.me\/wp-json\/wp\/v2\/media?parent=40258"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.method.me\/wp-json\/wp\/v2\/categories?post=40258"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.method.me\/wp-json\/wp\/v2\/tags?post=40258"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}