We'll keep this short and sweet. If you have on-premise ConnectWise and filter access by IP, you need to update the list of allowed IPs. We've refreshed our cloud infrastructure in all regions.
ConnectWise and Autotask have no way to track ordering of tickets to indicate the order in which they should be worked. So the ordering of cards is one of the things TopLeft has always tracked on its own, separately from the data synced from the PSAs.
The ordering method we used when TopLeft was launched years ago has been effective- but it wasn't perfect. It could fail when multiple tickets were dragged between columns very quickly. And it didn't scale well in environments with tens of thousands of tickets. And it made some backend maintenance operations take a long time.
So we've replaced the original method with a better method that fixes each of those problems.
If you were refraining from quickly dragging multiple tickets in a column or between columns, you can resume doing that. Let us know if you run into any issues. Thanks for using TopLeft!
If you use TopLeft in a remote desktop environment, the app's animations may have slowed down your experience as every frame of every animation was sent over the network.
TopLeft is about speed, not about animations, so now you can disable those animations. Go to the (brand new) user settings page by clicking your name in the top-right corner, then click Account, then find the option:
This announcement feed has been quieter than normal lately, but we've still been hard at work behind the scenes. Read up to see what's new in TopLeft.
Users of TopLeft for ConnectWise can edit Activity records directly from Kanban boards. We recently added the ability to change more fields about an activity: the activity's company and contact and the associated ticket or opportunity.
Editing the records from Kanban helps you work faster and stay more organized compared to working only out of ConnectWise.
To edit an activity, find the activity card on a Kanban board, click the "..." menu on the card, then click "Edit Activity".
Editing of records is available in the TopLeft Standard plan.
Here's a summary of what's new and improved in TopLeft in June 2021.
Additionally, we added a number useful tools for ConnectWise customers:
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.
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.
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.
For this functionality, ConnectWise customers need to grant the TopLeft API member these additional permissions:
See the knowledgebase for more details on setting up API permissions.
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.
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.