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.

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.

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:

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.

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.

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.