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.

Now you can show a company's territory on a card.

This can be useful to see where to dispatch onsite technicians.

To show the territory, edit the Kanban board and turn on this field:

For ConnectWise customers in TopLeft's US East region, who have their ConnectWise server behind a source IP filtering firewall, please add this IP to the whitelist:

157.245.221.49

Add the IP to ensure all our servers in this region can communicate with your ConnectWise server.

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.

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

Improvements

• In Client Portal, contacts can add notes to tickets and tasks
• In Client Portal, contacts can see either all tickets for their company (useful for project management) or see only their own tickets (useful for helpdesk)
• Improved the design of the client portal notes dialog when there are no notes on a ticket.
• Keyboard shortcuts have changed to prevent accidental usage. Now use Shift + the old keyboard shortcut.

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.

For ConnectWise customers in TopLeft's US East region, who have their ConnectWise server behind a source IP filtering firewall, please add this IP to the whitelist:

138.197.75.94

Add the IP to ensure all our servers in this region can communicate with your ConnectWise server.

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.

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:

Here's an update to the new Client Portal feature. Now contacts can use TopLeft to add notes to tickets and tasks.

When a contact adds a note, the note is sent by email to all the members assigned to the ticket/task. And in ConnectWise, the ticket's "client updated" field is set.

Here's how to enable the option:

There's lots happening at TopLeft. Here's what we improved in the app in July.

Improvements

• Client Portal allows your clients to have self-serve access to Kanban boards.

ConnectWise

• New tags are available for contact email templates: [lastupdateddiscussion] and [lastupdateddiscussionformatted]

Autotask

• When entering time, if the start time and duration are entered, the end time is calculated automatically.

Bugfixes

We fixed a number of issues including:

• Fixed an issue that would limit the size of a board when using the column zoom function.
• No longer show an error message when navigating away from a board page while a background refresh is in progress.
• Fixed an issue in ConnectWise where ticket agreements could be cleared when a ticket was edited.
• Fixed an issue in Autotask time entry that could cause improper changes to the start time when entering data.