Product

Method CRM adds Pipeline kanban view to Opportunities List

By WeekCRM editorial team · Published 2026-11-05 · Editorial policy & disclosures

weekcrm news desk · 5 November 2026, 07:23 UTC · Source: forums.method.me

Method CRM moved its Opportunities List screen to the new App Builder and added a Pipeline view. The Pipeline view displays opportunities as a kanban board.

The November 4, 2026 release also fixes several Method AI problems. Method AI could save a Check Permissions action with no permission set, which let every user through. It could also build Merge Record actions that skipped merge safety checks.

For QuickBooks users, Method fixed duplicated invoice line items after QuickBooks Desktop sync. It also stopped a slow response from QuickBooks Online from aborting an entire sync.

What it means

If you use Method CRM. Opportunities can be viewed as a kanban pipeline, and QuickBooks Desktop invoices stop duplicating after sync.
What to do. Review existing Method AI-built Check Permissions and Merge Record actions, since earlier versions could skip their safety settings.

How to cite this story

weekcrm. (5 November 2026). Method CRM adds Pipeline kanban view to Opportunities List. https://www.weekcrm.com/news/2026-11-05-method-crm-adds-pipeline-kanban-view-to-opportunities-list

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