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Improvementconnectwiseautotask
4 years ago

TopLeft App Updates- March 2021

Here's a summary of the improvements we made to TopLeft in March.

Improvements

  • Drag cards diagonally- so you can change ticket assignments and statuses with a single operation.
  • Automatically start timer and/or open time dialog- after dragging tickets
  • Easily invite new users to TopLeft
  • New administrators and users are sent a series of instructional emails to help them more quickly understand how to best use TopLeft and take back control of their work.
  • New users have a special page for setting their password before logging into TopLeft for the first time.
  • New administrators and users are sent to a welcome page that introduces TopLeft.
  • Some types of records are no longer synced at 5-minute intervals, to reduce requests to PSA APIs.
  • New settings page- allows easier access to TopLeft configuration
  • To improve board performance, when the HIDE_COMPANY_FILTER/HIDE_ACCOUNT_FILTER option is enabled, the company/account options are no longer shown on the board filter pages.

ConnectWise mode

  • When insufficient permissions are available to enter time on a ticket, a more detailed error message is shown, to help users more quickly understand the potential problem.

Autotask mode

  • Note types shown in the note dialog can be customized
  • Show a ticket's contract on the card

Bug fixes

  • For card timers, various bugs were fixed and small improvements were made.
  • Fixed a couple of bugs related to dragging to the unassigned swimlane on Autotask boards.
Avatar of authorMatt Fox