Clicking the title of a Kanban card normally opens the record in your PSA's web app. However you can change this to open the record in a third-party app such as Desk Director.
Follow the steps below to customize the Kanban card's title link.
Determine Your URL Template String
Determine what URL will open the card in the third-party application. For example, a URL to open a ticket in Desk Director would look like https://example.deskdirector.com/tech/tickets/74566/details where the ticket ID was 74566.
Replace the ID portion in the URL with $card_id. This field is replaced with the actual record ID on the Kanban board. For example, for Desk Director your template string would be similar to https://example.com/tech/tickets/$card_id/details .
Make sure to include "https://" at the start of your template URL.
Configure TopLeft With the URL Template String
Tell TopLeft about the template string to use.
- In the main menu click the gear icon, then click Advanced Options.
- Find the option corresponding to the type of record you want to target.
- For ConnectWise, choose from TICKET_URL_TEMPLATE, PROJECT_URL_TEMPLATE, OPPORTUNITY_URL_TEMPLATE, or ACTIVITY_URL_TEMPLATE
- For Autotask, choose from TICKET_URL_TEMPLATE, TASK_URL_TEMPLATE, or PROJECT_URL_TEMPLATE
- Enter the template string you generated in the previous section into the text box of the type of card you want to customize.
- Click Save.
- Open a Kanban board of the correct type and click a card title. A new browser window or tab should open to the third-party app.