Product

Method CRM adds screen functions to App Builder

By WeekCRM editorial team · Published 2026-10-13 · Editorial policy & disclosures

weekcrm news desk · 13 October 2026, 18:05 UTC · Source: forums.method.me

Method CRM now lets App Builder users create reusable screen functions. A new Screen functions panel creates, renames, reorders and deletes these actions. The action editor can also call and edit them.

Convert to function turns an existing event's actions into a reusable function. Method AI's Ask feature now explains actions that call a screen function. Screen functions also carry over when a screen is copied or an app is published.

The release replaces the Purchase Order line-items grid with an editable grid and views. Items list screens switch to auto-height containers and tabs. A fix stops QuickBooks Online sync errors caused by invoice and estimate amounts rounding incorrectly.

What it means

If you use Method CRM. Teams building custom screens in App Builder can reuse the same actions across screens and apps.
What to do. Open the App Builder action editor and convert repeated event actions into screen functions.

How to cite this story

weekcrm. (13 October 2026). Method CRM adds screen functions to App Builder. https://www.weekcrm.com/news/2026-10-13-method-crm-adds-screen-functions-to-app-builder

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