TopLeft App Updates - March to July 2024

It's been a long time since we wrote a summary of what's changed in the TopLeft app. There's a lot in this update! In this period we also hired two software developers so we can keep improving things for you even faster.

Here's a summary of what we've been up to:

Improvements

• Added support for Single Sign On (SSO) using Microsoft Entra ID.

  

• Big improvements to Gantt charts: Gantt charts are available to all users (not just Managers), are available in client portal, can show work arranged by who's assigned to the task, charts can be exported to PDF, the tickets/tasks on the Gantt chart match those from the Kanban board from which it was launched, and we made a whole lot of usability improvements.

• CloudRadial client portal improvements: clients can now edit tickets/tasks by dragging between columns, adding a note to a ticket, or creating a new ticket.

• Added the ability to send ticket time entries and notes to any company contact or technician.

• Added swimlanes for tickets and tasks based on dates.

• When adding a ticket, you can set the ticket contact.

• Added a tool to test the permissions granted to the TopLeft API member, so you can proactively check the permissions are still correct instead of seeing errors in the app or sync log.

• When you assign someone to a ticket, the assignment is recorded as an internal note.

• Pods in the ticket/task editor now reload whenever any pod is saved, to ensure all form information is complete and up-to-date.

• The Users page in the settings section now lists the license assigned to the user.

ConnectWise

• Added display of images in tickets and ticket notes and rich text editing of those records.
• Added the ability to dispatch tickets to ConnectWise teams.
• Added display of company and contact alerts, so engineers are always aware of those special considerations for special clients.
• Added support for Company Sites- with a board filter, swimlane, label on cards, and ability to change the Site from the ticket editor.
• Added a board filter for the Company Type field of a ticket - especially useful if you use this field to identify the pod responsible for a ticket.
• Added a way to hide merged tickets.
• When dispatching a member to a ticket, you can set the Where and Status fields of the assignment.

Autotask

• Service tickets and project tasks can be shown together on one board!
• Added an option for project cards to show the project's department and use the department for swimlanes.
• Added a filter for Kanban boards to filter tickets by queue.

Bugfixes

• Times on Kanban boards now appear in the user's timezone, not the server timezone.