TopLeft App Updates- July 2022

There's lots happening at TopLeft. Here's what we improved in the app in July.

Improvements

ConnectWise

  • New tags are available for contact email templates: [lastupdateddiscussion] and [lastupdateddiscussionformatted]

Autotask

  • When entering time, if the start time and duration are entered, the end time is calculated automatically.

Bugfixes

We fixed a number of issues including:

  • Fixed an issue that would limit the size of a board when using the column zoom function.
  • No longer show an error message when navigating away from a board page while a background refresh is in progress.
  • Fixed an issue in ConnectWise where ticket agreements could be cleared when a ticket was edited.
  • Fixed an issue in Autotask time entry that could cause improper changes to the start time when entering data.

Client Portal note visibility

Client Portal has a new capability. You can permit clients to view the notes and time entries on a ticket.

When the option is enabled, clients can click on a ticket to show the ticket's notes and time entries.

To show these notes, enable the "Show Notes and Time Entries" field on the board edit page, Portal tab.

Internal notes are never shown, even if this setting is enabled.

Missed the announcement about Client Portal? You can read about it here.

Client Portal is available

We're very happy to announce the Client Portal feature is available now.

Client Portal in TopLeft gives your clients self-serve access to Kanban boards.

Your clients can:

  • See which tickets are in any stage of your team's workflow, such as Ready, Waiting, In Progress, or Complete.
  • See only the tickets, tasks, and projects relevant to them.
  • See just the right level of detail about the work. Details can include assigned technicians, time budgets and logged time, notes, and due dates and SLAs.
  • Communicate with you by entering notes on cards or dragging to move cards between columns. The tickets are updated in your PSA immediately.

Client Portal is a huge help to keep your projects moving forward. Now your customers have no excuse for not knowing which project bits are waiting on them.

And it can make your project meetings WAY more efficient when your customers arrive already understanding what's going on with each ticket.

If you want an introduction to Client Portal but missed the webinar in July, you can watch the webinar here (and also get a coupon code to help you start out, good until August 25).

To learn how to use it, read the knowledgebase doc.

TopLeft App Updates- June 2022

Here's what we've been working on in June 2022.

By the way, there's still time to sign up for our Agile MSP Bootcamp tomorrow. Don't miss it! You can use the code “agile30” to get 30% off the posted registration fee.

ConnectWise

We made improvements to how Activity boards show assigned resources. Activity cards now show the owner and all resources assigned to an activity. The resource filter also operates on assignments.

Bugfixes

We fixed a number of issues including:

  • Blank swimlanes could appear when using the age filter column option
  • Boards sometimes scrolled up or down after a background refresh
  • Expected time entry formats were no longer accepted
  • Text could overflow beyond the border of a dialog
  • Time entry form tab order was wrong in Autotask mode
  • A couple problems with the new Collapse All/Expand All swimlanes button
  • When editing a ConnectWise ticket, the available agreements might not match the selected company
  • When editing a project board, inactive project statuses could be mapped to columns
  • Some issues in the subscription management function
  • Background refreshes could be interrupted in certain cases

Agile MSP Bootcamp

If you’re ready to transform your MSP, then register now for the July 7, 2022 Agile MSP Bootcamp. This virtual event will give you insights and tools to achieve transformation in these key areas – workplace culture, management structure, workflow and ticket management, project & service management, and building the right team. 

This year’s Bootcamp features 6 dynamic, experienced, and expert speakers in the Agile and MSP communities, and you’ll also be given an opportunity to network with fellow MSP leaders who are committed to growing their businesses. In addition, a portion of event revenues will go toward providing clean water for the world through the work of https://www.charitywater.org/

Visit https://www.topleft.team/agile-msp-bootcamp to learn more and to register today. Register by Friday, July 1 with the code “agile30” and get 30% off the regular registration fee.

TopLeft App Updates - June 2022

We've been working hard on the TopLeft app. Here's what's new in June:

Improvements

  • On swimlane boards, added a button to collapse or expand all swimlanes at once.
  • We completed a series of improvements having to do with managing your subscription in the TopLeft application.
  • Invoices can be downloaded in the app settings section.
  • The card context menu now opens outside the column, even if it's the last card in the column. This eliminates the need to scroll to see the menu in some cases.
  • On board edit pages, to improve clarity some fields have been moved to different tabs or moved within the forms.
  • Moved some buttons on dialogs to improve consistency.
  • For new project boards, showing start/end date is now turned on by default.
  • When leaving the board edit or style profile edit page with unsaved changes, you are now prompted to confirm leaving the page.
  • The app settings are now available to administrators from the main menu using the gear icon:

ConnectWise

  • TopLeft now syncs schedule entries that are associated with activities, not just with tickets and opportunities.

Bugfixes

  • Fixed an issue that could cause card tooltips to be visible when dragging cards.
  • Fixed an issue in ConnectWise that could cause the "Show only my tickets" option to never work.
  • Fixed an issue in Autotask related to clicking buttons more than once in a primary resource role selection dialog.
  • Fixed an issue that prevented a stored credit card from being replaced with a new card.
  • Fixed an issue that caused a strange board layout in a rare condition.

TopLeft App Updates - Mar/Apr 2022

We're always making improvements to the TopLeft app. Here are things we improved in March and April 2022.

Improvements

You can now manage most elements of your subscription right in the TopLeft app. Administrators can now:

  • Upgrade or downgrade licenses
  • Change between Standard and Basic plans
  • Purchase training packages, including Completed Ticket Challenge, Concierge Onboarding, and Agile MSP packages.
  • Apply coupons
  • See next billing date and amount, and account credit balance
  • Update account and billing names and addresses
  • Update or remove a credit card
  • View and download invoices
  • Set a secondary email to receive invoices and related messages

We're currently working on the final improvement in this theme of work- cancelling your subscription.

ConnectWise

  • When submitting a time entry as an internal note, the "Send notes as email" option is cleared automatically.
  • Fixed an issue with incorrect phase swimlane ordering when using nested project phases.
  • Fixed filtering of activities on activity boards when the type filtering option was used.

Autotask

  • Fixed an issue that caused logged time to be calculated improperly for tickets and tasks in the Completed status.
  • Fixed a problem showing the deadline of an SLA stage after a prior SLA stage deadline was blown.

New permissions required in ConnectWise v2022.1

For ConnectWise 2022.1 and later, TopLeft requires changes to two additional security role permissions for Service tickets.

These permissions need to be granted on the security role of the TopLeft API member as well as the security roles used by members who use member API keys- for example, the "Engineer" security role.

Please grant these permissions from the Service Desk section, Service Ticket - Dependencies record:

  • Edit: all
  • Delete: all

It should look like this:

If these permissions aren't granted, users editing or dragging tickets in TopLeft will see the error: "There was trouble performing the update on the remote ConnectWise application. The error was: ticket object is invalid. You do not have security permission to perform this action."

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