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.

Improvements

• Click the priority indicator (the left bar on cards) to quickly change a ticket's priority
• Manage ticket checklists
• Change ticket company/account and contact

ConnectWise

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

• Do more with tickets:
  • Change type/subtype/item
  • Move tickets between ConnectWise boards
  • Merge tickets
• On ConnectWise project boards, change various fields of projects
• Change fields of sales opportunities and activities

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.

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.

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.

ConnectWise users of TopLeft, you can now update a ticket's type/subtype/item categorization in TopLeft.

It's available in Standard plan.

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. 😀

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.

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

ConnectWise

• Project tickets can be ranked automatically by WBS code (to match the order in the ConnectWise project work breakdown structure) or by the estimated start date.

Autotask

• Autotask projects can be edited from TopLeft.

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.