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Improvementconnectwiseautotask
4 years ago

TopLeft App Updates- Jan/Feb 2021

Want a demo of these improvements? Join us TODAY, March 3, for the webinar.

Here's a summary of the improvements we've made to TopLeft in January and February.

Training and teaching

  • Regular drop-in training sessions - Free group training twice/week
  • Completed Ticket Challenge - Does your team have too many tickets? This new 3-week bootcamp teaches you a plan to finish work before starting new work.

Improvements

  • Email contacts from time entry and notes - keep your contacts up-to-date when making time entries and notes in TopLeft
  • Timers for time entry - you love them in your PSA and now they're available in TopLeft
  • WIP limits for individual techs and swimlanes - identify the bottlenecks in your team and ensure work stays balanced
  • Show only cards with warnings or errors - make it easy to see only the problem tickets, so you can manage by exception
  • Board metrics for custom fields/UDFs - report on numeric custom fields
  • Keyboard shortcuts for board metrics - switch between simple and detailed views of the board with just one keyboard shortcut
  • Worldwide regions - TopLeft is closer to you with four regions worldwide
  • New status page - Service updates and automatic availability reporting
  • In the column edit function, some options were moved to a dialog to make the main options easier to use.
  • Added an Open in ConnectWise/Open in Autotask option to card context menus, for easier access on some touch interfaces and for customers who have customized the card title link URLs.

ConnectWise mode

  • Show next step on ConnectWise sales opportunities - stay on top of your sales activities, including highlighting when activities are overdue

Autotask mode

  • Improved the ticket and task time entry dialog so by default the work role is set to the technician's role on the ticket, not the technician's own default role.
  • RMM notes are shown in the ticket Notes dialog. Previously RMM notes were not shown.

Bug fixes

  • Fixed a problem in Autotask mode that prevented ticket notes from being synced when the once-per-day sync option was enabled.
  • Fixed a problem displaying time entries in ConnectWise mode when a time entry had a blank end time.


Avatar of authorMatt Fox