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.