687 results found
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Dear Support, How are you doing? We were wondering if it is possible to send an email notification to the assigned technician when an inte
Dear Support,
How are you doing?
We were wondering if it is possible to send an email notification to the assigned technician when an internal note is added?
Thank you
3 votes -
Option to assign multiple contacts to a ticket.
Option to assign multiple contacts to a ticket.
A single issue in a ticket can touch multiple users/contacts. When an ticket is scaled up from incident to problem. or when multiple people experience the same issue. I would like to be able to add more contacts to an issue.14 votes -
Export Ticket Information
I would like the ability to gather ticket information over a period of time (1 week, 1 month, etc.) and export the details of these tickets to an Excel spreadsheet. Every week I have to make a report about trouble tickets we are seeing in our organization. Being able to export that data to Excel would be helpful for this. As well as having the details of the tickets themselves, so we can better track common issues that are occuring and find a mass resolution fix instead of having to fix the issues one at a time as they come…
16 votes -
Export ticket fields to CSV
I would like to be able to export ticket details to a CSV so I can easily import it to our CRM platform where everything is already automated to go through our billing and various other workflows.
There would be more to it but if there were more ways to export information from Atera for other systems to digest that would be awesome!
6 votes -
Start date of cloned contract
When cloning a contract the start and end dates are saved but usually, we do it when a contract has ended or we start a new one today so it makes no sense. The start and end date should be asked to be updated once cloned. If we forget we charge the customer for months of no use.
1 vote -
Projects Pane
Projects area separate from daily tickets requests. Just like we have a Tickets pane, a Projects pane would be very helpful where we would have fields such as Initial Engagement date, Projected start date, Projected finish date, Tech assigned (multiple techs), Customer, Subject, Status ( Planning, Testing, Implementing, Standby, Scheduled, On Hold, Started, Completed and ability to enter other custom status), Tasks list with Start and finish dates for the task, ability to change the status on individual tasks to (started, on hold, scheduled, complete) and assigned tech. Also Project number counter separate from the ticket number counter, ability to…
44 votesNice! The feature you requested is being reviewed by our product team. We’ll keep an eye on the number of votes, and let you know if a decision is reached to implement. Thank you for being a partner in our process!
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Ticket Navigation
Move the Ticket Properties in the right side navigation below the Requester Info. In cases where a company has had multiple tickets, you have to scroll down to get to the ticket properties which should be more readily accessible.
1 vote -
Disable HTML formatting for ticket responses when composing replies
This should be simple to implement, and I'll explain my issue with the current system. When I'm composing a reply, I often cut\copy\paste segments of my reply as I'm restructuring it. When I do this, I must choose to paste as plain text or else it will copy the source formatting of the composition window, which you can see formats the text with a white highlighting. This has caused several of my well formed replies to come out looking flawed. It'd be great if the reply composition window had a button to switch to plain text.
1 vote -
Create contacts and tickets from end-user calls
Enable IP telecom data (incoming calls from end-users) input to create contacts and tickets
1 vote -
Add requester fiedld to tickets view
There is no way to filter ticket by specific requester.
I have a chat with support to confirm that.
It will be very helpful if you add a requester filter to tickets view1 vote -
Make the fields Priority, impact and type empty
The Priority, impact and type are now filed in, but it should be empty, so a technician is required to fill the with the correct fields. Now the default always are
Low, no impact and incident. This means nobody thinks about it and use these fields2 votes -
Ticket Filter by SLA
Filter Tickets by SLA based on Customer. There is currently a "Rank" field but it isn't customizable and if you create a custom field for customer you can't use it to filter in the ticket view as only ticket based custom fields show up in the filter.
I'd like to have the ability to create a saved filter for each class of ticket (Platinum, Gold, Silver, Bronze, etc) for tickets to use the SLA prioritization that already is connected via the customer's default contract to show how much time is left.
2 votes -
Notify users who aren't main contacts that they cannot log tickets
When enabling "Tickets by main contact only", e-mails sent in by users who aren't main contacts aren't handled in any way. It would be good if they could be notified that they aren't authorized to log tickets and to contact a main contact.
1 vote -
Ticket Reply Drafts
While the 'Restore'/'Discard' last message feature is convenient, a more robust solution would be to have a Drafts folder for ticket replies. Since the 'Restore' button only restores the last message, the last message appears to get replaced with a signature on a new message.
More control over the restore feature by replacing it with reply drafts would prevent lost replies or having to type lengthy replies somewhere else (like Word with Autosave enabled) and then copy it over.2 votes -
counter / tally chart / trace issues
I've read nice feedbacks with some points here and there we wish atera has but I want to point it out a bit more:
We struggle to trace repeating issues in the ticket system. For example:
Issue X comes up every 3 months and every time another technician is working on it. We are 5 technicians so it could happen that my colleagues will face Issue X one by another and after maybe 12 months it lands on my table again. 1st I sure would not remember that I worked a year ago on the same ´problem and 2nd I…1 vote -
Ability to preview ticket attachment in browser + on ticket view
Preview ticket attachments in browser [Document Viewer at least PDF]. It doesn’t open it in the browser. Click on the attachment. It downloads it automatically. But would be nice for it to open up in the new tab so it can show us the pdf. And it doesn’t show on the ticket too – if there is a picture it will just show the attachement but we don’t see the preview
4 votes -
Add chat under "source" so i can exclude it from sending emails to customer
When I close a chat with a customer, it does not need to send an email to that customer. Would be nice to exclude it but right now, you cannot exclude it. Does not give you the option under Source in the ticket auto rules
1 vote -
Permission tied with Ticket Statuses
Having permission tied with certain ticket statuses. One of our status is sales ticket, that would be great if only our coordinator could see those tickets.
1 vote -
Filter scheduled tickets
If you do a lot of scheduled tickets its difficult to find the one your after to edit.
6 votes -
Change customer on a ticket
Would be great to have the option to change the customer of a ticket as sometimes the IT team might forward an email received from an client to the support@ in order to create a ticket. However, we are unable to change the customer on a ticket using Atera.
12 votes
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