We now offer a tool to check if you've correctly set up your ConnectWise or Autotask API permissions in TopLeft. It's important to set this up properly because if you don't, you may not see all your PSA data in TopLeft.

The tool checks all the permissions TopLeft needs to read data from your PSA. Sometimes as we add new features, we need new permissions, so it could find missing permissions due to changes in our requirements over time.

To use the tool, do this:

• As an administrator, click the gear icon in the main menu
• Under Data Sync, click "ConnectWise API" or "Autotask API"
• Click "Check Permissions". You will be taken to TopLeft's administrative site for the check.

If you need to update permissions, refer to our documentation:

• For ConnectWise
• For Autotask

Here's what we improved in the TopLeft app in January and February 2024.

Improvements

• Client portal users can now create tickets in the portal. This can make it a lot easier for your clients to request services, because they can create tickets in the same place they view existing tickets.
• You can now update TopLeft's API credentials in your PSA from within the app.
• Client portal users now see work assigned to any engineer, not just licensed engineers. This is similar to how users with Manager licenses see tickets.
• The Nave configuration page has been updated to be much simpler and easier to use.
• When entering time, the default date of the time entry is the date of your last time entry. This behaviour can now be disabled if you'd rather the date to always default to today. You can change this setting in your Account page.
• In our CloudRadial integration, we clarified the error message shown when a user opens a project in CloudRadial that doesn't exist in TopLeft (usually because it's already closed).
• For new customers, the TopLeft application is deployed immediately when they submit the configuration information. It no longer requires action from our support team.

Bugfixes

• Fixed an issue that caused slow performance when loading boards.
• Fixed a problem that caused card status updates to not be saved.
• Fixed an issue on Autotask ticket boards that prevented dragging tickets diagonally to change status and assignment.

From time to time you may need to change the credentials you gave to TopLeft to sync and update the tickets and projects in your PSA. Until now, if you needed to change the credentials, you needed to submit a support request.

But now you can review your PSA credentials in your TopLeft settings page and update them on our administration site.

The page is available for administrators in the Settings section, from the ConnectWise API or Autotask API link:

Your client portal users can now create tickets, tasks, or issues! This can make it a lot easier for your clients to request services, because they can create tickets in the same place they're already reviewing existing tickets.

On Kanban boards with project or phase swimlanes, clients can create project tickets/tasks. On boards with other types of swimlanes, or with no swimlane, then they create service tickets.

For example, here's how a client could create a project ticket:

The ticket would be created within the Azure Migration project, in the phase selected by the client. The status of the ticket is set by an administrator, so all new tickets start out in the same status where they can be regularly reviewed or processed by an automated workflow in your PSA.

Administrators can enable ticket creation using the options on the board edit page. For more info, read the knowledgebase page.

Following up on yesterday's announcement about new IPs in our Asia-Pacific region, we have now updated IPs in all other regions.

If you have an on-premise ConnectWise server protected by an IP-filtering firewall, please update your whitelist to include our new IPs. IPs for each region are listed in the knowledgebase.

We have updated our infrastructure in the Asia-Pacific region. For customers in this region who apply an IP-filtering firewall to their on-premise ConnectWise server, please update your IP whitelist.

The new IPs are:

172.105.185.148
172.105.185.185
172.105.185.95
194.195.254.128
194.195.254.161
194.195.254.166

We will be refreshing infrastructure in our other regions and another update will be posted when those IPs are available.

For more details, read the knowledgebase article.

Here's what we improved in the TopLeft app in December 2023.

Improvements

• We now offer 5 client portal licenses for each manager license, as announced in November.
• The email invitations for client portal can be customized.
• When updating tickets, if you close the editor without saving a prompt is shown to help avoid losing changes.
• Project Gantt charts identify the company of each project.
• User onboarding steps have been simplified. Less information is requested from a new user.

Bugfixes

• Fixed an issue related to timezones that impacted the dispatch tool in certain cases.
• In Autotask project Gantt charts, projects are ordered by the start date recorded by TopLeft. This date can differ from the start date in Autotask because Autotask doesn't permit changing the start date of an ongoing project.

We've made a small improvement for those who use the project overview Gantt charts- now each project's company is shown beside the Gantt chart.

This makes it a lot easier to see what clients you're working for, especially when you have a lot of projects or projects with the same name for different companies.

While editing tickets in TopLeft, you may have made changes but accidentally closed the editor before saving, thus losing your edits.

Now TopLeft prompts you if you close the editor with unsaved changes.

When you invite clients to the client portal, now you can customize the emails TopLeft sends.

You can change the sender name and email, subject, and the plain text and HTML body.

To make changes, administrators can click the gear icon in the main menu, then Client Portal, then Customize Invitation Emails.

Read about it in the knowledgebase.

PS We recently reduced the price of client portal licenses to $12/company/month, making it much more cost-effective to deploy client portal to all your customers!