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.