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4 days ago

Recent Improvements and Why We've Been Quiet Here

This space has been quiet for a while. We haven't disappeared! We've just been working hard on some really big improvements. One is support for HaloPSA. The other is a whole new UI.

Familiar, yet different. And yes, that's dark mode, our top requested feature. We will have announcements about this soon. If you just can't wait, and want to try out the new UI now, email us at help@topleft.team.

By the way, if you want regular content about making work flow in your MSP, subscribe to our YouTube channel: https://www.youtube.com/@TopLeft

Recent ConnectWise Improvements

We do have a few improvements to share about our ConnectWise support. Here are some things we've changed:

  1. Email notifications to contacts have more customization options. When technicians make notes on tickets, an email can be sent to the ticket contact, and previously only a single template was supported. But now you can create a different email template for every ConnectWise board. This is especially useful if you have a unique template for the ConnectWise board for that one special customer. Docs are here: https://help.topleft.team/knowledge/configure-emails-sent-to-connectwise-contacts
  2. In the ticket creation dialog, priority and contact are now optional. If you leave the fields blank when you make a ticket, ConnectWise will choose the appropriate defaults.
  3. In Kanban boards for projects, when the swimlanes are project phases, the phase WBS code appears in the swimlane header.
  4. Ticket SLA times are now available from the ConnectWise API, so we use their values instead of calculating everything ourselves. This should make things more reliable... even in the case of leap years. 🤪
Avatar of authorMatt Fox