CHANGELOG
What's changed
We ship to production several times a week. This page lists the changes you'll notice; small fixes in between aren't listed.
1 October 2026
Visit metadata on photos & recordings
Every recording and photo sent to SalesNet now carries the dealer code, check-in and check-out times, and check-in and check-out locations. Each visit is tied to a dealer, a time and a place from the moment it arrives.
24 September 2026
Trash
Deleted files go to Trash and can be restored for 30 days. Admins can see everything deleted across the company.
Reorder stages
Drag a board's stages into a new order.
A builder agent for boards
Describe the Kanban board you need, and a builder agent sets it up for you.
Chat
A refreshed chat window.
Notifications open the right page
Tap a notification and it takes you straight to the item it's about, in the Methodical web app or the mobile app.
Reject on approval step
Reject on an approval step now works.
Rule testing
Testing a rule now picks up the events it should.
Rule editor
Fixes to the rule editor.
Notification naming
Notifications now name the project, not the template.
2 September 2026
Released, in Beta
Send a PDF for signature, place each signer's fields, and keep a full history of who opened and signed it, and when.
People Hub
First release, in Methodical for HR.
Policy & Knowledge Hub
First release, in Methodical for HR.
Email Campaign app
In internal testing at RedBlackTree; not yet available to customers.
Prospects Management app
In internal testing at RedBlackTree; not yet available to customers.