TopLeft App Updates - July 2021

Here's a summary of what's new and improved in TopLeft in June 2021.

Improvements

ConnectWise

Additionally, we added a number useful tools for ConnectWise customers:

Merge ConnectWise tickets in TopLeft

Users of TopLeft for ConnectWise can now merge tickets. TopLeft needs additional API permission to do this- see below.

Merging tickets is useful when duplicate tickets have been opened for a single issue. You can easily pull the information from one ticket into another ticket and then close the ticket.

To merge a ticket into another ticket, find the ticket on a board, click the ticket's "..." menu, then click Merge Ticket. Enter the ticket ID of the ticket which will receive this ticket's information and remain open, and select the closed status to which this ticket should be set. Then click Merge. That's it!

This is available in Standard plan.

New ConnectWise permissions needed

For this functionality, the TopLeft API member needs these additional permissions:

Service Desk/Merge Tickets: Add: All; Edit: None; Delete: None; Inquire: All.

See the knowledgebase for more details on setting up API permissions.

Ticket checklists available

TopLeft now supports ticket checklists! ConnectWise users need to grant us some new permissions so please read all the way to the end.

Checklists allow tickets to define a specific series of steps that must be accomplished before the ticket is complete. To track progress, individual checklist items can be marked as done.

In ConnectWise, ticket checklists are called tasks, while in Autotask they're simply called checklists. Unfortunately, checklists are only available in the Autotask API for service tickets, not project tasks, so project task checklists are not available in TopLeft.

To show the number of completed and total checklist items on a ticket, edit the Kanban board and enable the  "ticket tasks" (ConnectWise terms) or "checklist items" (Autotask terms) options.

To edit the checklist, including marking items as done, click a ticket's "..." menu, then click "Tasks" (ConnectWise terms) or "Checklist items" (Autotask terms).

You can add, change, or remove items, and mark items as done.

Checklists are available in Standard plan.

New ConnectWise permissions needed

For this functionality, ConnectWise customers need to grant the TopLeft API member these additional permissions:

  • Service Desk/Service Tickets: all permissions must be set to All
  • Project/Project Ticket Tasks: all permissions must be set to All

See the knowledgebase for more details on setting up API permissions.

Move tickets between ConnectWise boards

In TopLeft you can now move a ticket to a different ConnectWise board. This makes the dispatch/triage role much easier in TopLeft.

The Edit Ticket dialog is available from a ticket's "..." menu, and is available in Standard plan.

Edit ConnectWise sales opportunities and activities in TopLeft

We recently added the ability to edit a variety of fields on tickets and projects- such as summary, due dates, budgeted hours, and so on.

Now you can edit fields on ConnectWise sales opportunities and activities!

Here's an example of editing opportunities:

And editing activities:

These forms are available from the "..." menu on the opportunity or activity card.

Edit ConnectWise project fields

For ConnectWise users of TopLeft, you can now change project fields right in the app. Just click the project's "..." menu, then Edit Project.


This is available in the Standard plan.

We're working on similar functionality for sales opportunities and activities. Watch this space. 😀

Quickly change ticket priority

In TopLeft it's now just 2 clicks to change the priority of a ticket:

  1. Click the priority indicator area, the coloured bar on the left side of a card
  2. In the dialog that appears, click the name of the new priority.

This is available in the Standard plan.


TopLeft App Updates - June 2021

Here's a summary of what's new and improved in TopLeft in June 2021.

ConnectWise

Autotask

Bug Fixes

  • Fixed a variety of issues related to the new record editing functions.
  • Fixed a variety of issues related to showing dialogs in ConnectWise embedded mode.
  • Fixed an issue preventing internal Autotask tickets showing the company name on the card.
  • Fixed a problem dragging ConnectWise opportunity cards between columns.


Rank project tickets by WBS code or estimated start date from ConnectWise

Kanban for ConnectWise customers can now show project tickets in the same order they appear in the project work breakdown structure in ConnectWise, or in the order of their estimated start date.

To do so, enable the automatic ranking function on a Kanban board and select one of these fields as the sorting property: WBS code or Estimated Start Date. The automatic ranking options are on the board edit page, General tab.


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