New ticket owner options for ConnectWise

We added two new options related to the ticket owner field for ConnectWise customers.

  1. Ticket owner can be shown on a card.
    This option can be enabled on the board edit page, General tab. It's shown separately from the ticket assigned resources.
  2. There's a board filter for "tickets with no owner". So in addition to having a Kanban board that shows tickets with only certain owners, you can have a board that doesn't show tickets without an owner.

    It's available on the board edit page, Filters tab. This is in addition to the page-level filter for owner we introduced recently.

Show ConnectWise company names on cards (not just company IDs)

For ConnectWise customers, you can now show company names on cards instead of company IDs. This is helpful when your company IDs are numbers or when companies have changed their name (but their ID cannot be changed in ConnectWise).

Here's how the company ID appears:

But now you can show company name:

You can change this option on the board edit page, General tab.

Filter ConnectWise ticket boards by Owner

You can now easily see the tickets on a ConnectWise ticket board that are owned by a certain person. This is different than ticket resources/assignments, which were already available as a filter field.

Click Filters in the main menu, then in the Owner field select the user.

Then click Apply.

In your browser you can bookmark the filtered page to return to the filtered version quickly.

Use Your Company Logos in TopLeft

You can now customize TopLeft with your company branding!

Here's an example of the login page customized for TopLeft's parent company, Kerkhoff Technologies:

And you can change the menu logo:

And the browser tab icon:

To upload your logos, click the gear icon in the main menu, then under Customization click Branding.


TopLeft App Updates - August 2022

Here's what we improved in the TopLeft app in August 2022.

Improvements

Autotask

  • Client portal is now available for Autotask ticket boards. It was already supported for Autotask task boards.

Bugfixes

  • Fixed an issue in the subscription management tool related to 2 and 3-year payments
  • Fixed the Sync Ticket function in ConnectWise embedded mode when using Chrome.

Keyboard shortcuts changed

Keyboard shortcuts have changed to prevent accidental usage.

Previous shortcuts were:

  • e: Edit the board configuration.
  • h: Cycle column total display.
  • c: Cycle card display modes.

New shortcuts are the same but require the use of the Shift key:

  • Shift+e
  • Shift+h
  • Shift+e

Furthermore, when activating the C shortcut for cycling card display modes, an indicator is shown in the main menu:

E indicates only cards with errors (red indicators) are being shown, while an EW indicator indicates cards with errors and warnings (orange indicators) are being shown. Click the E/EW button to clear the filter and show all cards.

To see the list of keyboard shortcuts, click Help in the main menu, then Keyboard Shortcuts.

New card visibility option in Client Portal

In yet another update to the Client Portal feature, now you can limit a contact to see only tickets to which he or she is assigned.

By default, a contact using Client Portal will see all tickets or tasks assigned to any contact in his or her whole company. This is useful for project teams where multiple contacts might be concerned about a single project.

But for helpdesk teams, contacts using Client Portal should only be concerned about their own personal tickets. Now you can restrict contacts to only see tickets they are the contact for.

Here's how you configure it right now:

Be advised there will be some changes to this UI soon but the contact experience will stay the same.


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