Sometimes your technicians need to see the contact information of a ticket contact when they enter time or notes. Now this information is shown in the time and note entry screens.

In ConnectWise mode it looks like this:

In Autotask mode it looks like this:

We have finished our most recent round of infrastructure upgrades, so if you have an on-premise ConnectWise Manage server behind a source-filtering firewall, please update your whitelist. This applies to all regions.

The list of IPs is available in the knowledgebase.

This concludes this round of upgrades.

As we mentioned a couple of days ago, here are the new IPs for our EU region- for those of you ConnectWise customers whose on-prem server is behind an IP-filtering firewall.

• 104.248.133.156
• 104.248.137.104
• 104.248.137.82
• 159.223.25.41
• 164.92.194.130
• 164.92.240.90

Visit the knowledgebase for more details.

Here's what we improved in the TopLeft app in September.

Improvements

• You can customize the appearance of TopLeft according to your own company's brand.
• In Client Portal, you can optionally remove the budget/hours summaries from project and phase swimlane headers if you don't want your client to see that information.
• On project phase swimlane boards, the name of the company and project appear in the phase swimlane header. This makes it easier to remember which project you're reviewing when you use the phase swimlane board as a drill-down target from a project board.

ConnectWise

• The ticket's owner can be shown on the Kanban card.
• Ticket owner can be used as an additional filtering field in the filters dialog, much the same way as assigned technician can be used as a filter.
• When configuring a board, a filter is available to include tickets with no owner, similar to the option for tickets with no assigned technician.
• A ticket's company label can now show the company name, not just the company ID.
• A ticket's company territory can be shown on the card.

Autotask

• A task board can be filtered based on the project lead resource, from an option in the filters dialog.
• On project swimlane boards, the project lead resource is shown in the swimlane header.

Bugfixes

• Changing the error/warning visibility option (with the shift+C key) in one app tab no longer changes the setting in all other tabs.

We have refreshed our infrastructure in the regions US East, US West, and Asia-Pacific. If you are a ConnectWise customer with an on-premise server behind an IP-filtering firewall, please update your whitelist so our servers can contact your API.

Refer to the list of IPs in our knowledgebase.

The EU region is being updated in the next few days and we'll send another update when we know the new IPs for that region.

We expect to refresh the infrastructure again in the next couple of weeks.

Now in the Client Portal, when your clients have direct access to Kanban boards you can allow them to drag cards between columns.

Here are some ways your clients can use this:

1. to indicate they have completed some of their own work on a project
2. to release work into a queue and to rank it in the queue
3. to indicate they've reviewed work and accept it as complete

When a client moves a card between columns, TopLeft sends an email to members who are assigned to or who own the ticket.

When this option is enabled, clients can drag between any of the columns on the Kanban board. You may want to limit them to only certain columns of the board. To achieve this, you can have a main client portal board with all columns but the drag/drop option disabled, and then offer a second board with the drag/drop option enabled but having only the columns you want your clients to be able to change.

To enable the option, edit the board and on the Portal tab check the "Contact can drag cards" field.

For Autotask users, now when you're reviewing project tasks you can filter for tasks belonging to projects led by a certain person. This is useful in companies that have multiple project managers, so each project manager can easily see the details of their own projects.

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.
   
   

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.

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.