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.

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

Improvements

• You can set the colour of the main navigation menu. Use this with the new logo customization options to brand TopLeft for your own company.
• When setting up client portal boards, you can impersonate a client user to see exactly how the board will appear to them.
• Technicians can easily set the start time of a new time entry to the end time of the previous time entry

ConnectWise

• A ConnectWise ticket's "customer responded" field is cleared when an assigned technician views the ticket's notes.
• You can show the name of a ticket's ConnectWise board on the card

Autotask

• Added a "show on invoice" option to the time entry screen.
• Autotask impersonation works when assigned resources are updated in TopLeft.

Bugfixes

• The Users list no longer shows client portal users. Client portal users can be managed in the Client Portal section.
• Fixed an issue with scrolling on the Client Portal configuration page.

Now that's a green that will get your attention.

You can now change the colour of the main menu bar. We don't recommend the green in this image- but we won't stop you if you really want a lime green nav bar. 😀

To change the menu bar colour, click the gear icon in the main menu, then Branding. Set the main menu choice to your favoured colour. You can also change the colour of the buttons in the main menu.

ConnectWise tickets have a "customer updated" field indicating if the customer has submitted new information since the last time an assigned technician reviewed the ticket. These tickets are shown with bold titles in TopLeft.

Now in TopLeft, when an assigned technician views the notes on a ticket, the customer updated field is automatically cleared.

To view the notes on a ticket, click the ... menu and then click Show Notes.

When TopLeft is used to make changes to Autotask data, it can impersonate the user who makes the change. This makes the Autotask audit trail record the real person who made the change, as opposed to saying TopLeft made the change.

Due to a limitation in the Autotask API, this worked for most requests but did not work when a ticket or task's primary resource was changed. However Autotask has resolved this limitation and now TopLeft impersonates the real user who changes a ticket or task's primary resource.

There are still some requests that can't be impersonated. For details, see the knowledgebase.

As a technician, you need to track all your time on tickets throughout the day so customers are billed properly. But when you enter time, it can be easy to forget when you started working on a ticket.

Now it's easy to set the start time of your time entry to the end time of the last time entry.

Just click the start time label in the TopLeft time entry dialog. The start time field is filled for you.

This works in both ConnectWise and Autotask modes.

ConnectWise ticket cards can show the ticket's ConnectWise board.

It's now very easy to see how a Client Portal Kanban board will appear when viewed by one of your clients. You can use the new View As function to see Client Portal boards as they appear to your clients.

To view a board as a contact, browse to the administration page:

1. Click the gear icon in the main menu.
2. Click Client Portal.
3. Under Contacts, select the company whose user you want to view the board as.
4. In the row for the user, click View As. You will see a client portal board just as the user would see it. You can select a different client portal board from the main menu.

To exit View As mode, click the button at the right side of the main menu.

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

Improvements

• In Client Portal, contacts can drag cards between columns
• Show the contact's phone extension on a ticket, not just the phone number.
• When showing contact info on a ticket, use the company's phone number if the ticket's contact doesn't have a phone number on record.
• Our service infrastructure has been upgraded to support multiple databases in a region. This has improved performance at the US East region.

ConnectWise

• When a ticket has a special phone number selected, show this phone number instead of the contact's phone number.

Autotask

• Improved time entry to avoid an error when entering time on a ticket assigned to the MSP's company for certain work types.

Bugfixes

• Prevent a contact's phone number from appearing as None

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: