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  1. Show related KB article at creating a ticket

    12 votes

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  2. Right now, we have the ability to flag a response as a resolution, and we have the ability to retroactively REMOVE a resolution flag, but we do not have the ability to retroactively ADD a resolution flag.

    The problem is that we might not flag a response as a resolution if we're not sure that it will actually solve the issue. But if it does, then we have no way of marking it as the resolution retroactively.

    It would be very nice to be able to flag a past ticket response as the resolution. It would be nice to even…

    11 votes

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  3. Goal: To be able to strip RE: re: Re: rE: FW: fw: Fw: fW: and other common modifications of email subject lines from incoming emails. Overall want to increase the rate of which tickets automatically merge when end users reply.

    Suggestion: Ticket automation rule to look for strings provided by technicians on incoming emails and remove them. Create helpful tools with the automation to prevent accidental removal of valid data. Such as clearing defining what "*RE:" does vs " RE: " vs " RE:" and etc etc.

    11 votes

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  4. I use Atera for myself and I work for 4 different companies. I will work long hours and I can't close a ticket at midnight because it will trigger several alerts to an employee in the middle of the night. Would love to have the option to close a ticket without sending a notification to the employee.

    11 votes

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    4 comments  ·  Tickets  ·  Admin →
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  5. HTML Editor for Quick Reply Email Templates
    Option to view the HTML Editor for Sumernote added to toolbar its only add 1 tag more in the code

    codeview: toggle wysiwyg and html editing mode
    https://summernote.org/deep-dive/

    Already Released for the Email Templates but no for the Quick Reply Templates.

    12 votes

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  6. Ability to put a ticket on hold, if e.g. you are waiting for spareparts.

    When being put on hold, it should be removed from the ticket queue, and put into a Hold queue that resides on the dashboard.

    When you get the spareparts, you should be able to change it to an open ticket and it fails back into the ticket queue.

    11 votes

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  7. When a ticket is submitted via email or via portal, a ticket notification goes to the user via ticket automation.
    However, if a ticket is submitted by one user for another, we will change the Contact on the ticket to accurately reflect who needs to be serviced to resolve the issue. With other PSAs I have worked with, this would have the ability to trigger a notification to the new user that a ticket has been created/modified. Atera doesn't have that notification as an option in the Automation settings.

    11 votes

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  8. When merging tickets, you should be able to highlight all tickets to merge, and then select which of the selected tickets to merge the others in.

    Currently you have to be aware of a ticket title or number to merge into, and you need to ensure you DO NOT select the merge destination - this is counter-intuitive and makes it harder than it needs to be to merge.

    11 votes

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  9. Customer just reported since we changed to atera, they can no longer view tickets which their staff have submitted. Would it be possible to have a manager view for a customer so they can view all tickets logged under their account?

    11 votes

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  10. When replying to ticket please add option to select the status and update the ticket, example: "send and set status to closed"

    11 votes

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  11. A daily planner page where Management staff can assign certain tickets and tasks to technicians in a calendar style arrangement. Obviously staff could have access to their own planner too and could use it for their own scheduling also.

    10 votes

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  12. The ability to choose which forms are visible on the end-user portal based on their site/customer

    10 votes

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  13. AT THE MOMENT TICKETS ARE REGULAR OR SCHEDULED, THERE IS NO OPTION TO TURN A REGULAR TICKET INTO A SCHEDULED TICKET, THIS IS VERY INCONVENIENT, HAVING TO MANUALLY RECREATE.

    We believe this feature could be a valuable addition for all Atera users, enhancing the overall efficiency of the ticketing system. Could you consider incorporating a ticket scheduling feature in your development roadmap?

    10 votes

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  14. The new layout does not allow to display other (cc-)receipients of an e-mail any more.
    Can you please add that feature again?

    10 votes

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  15. Use case is mainly to communicate with 3rd party, without having to change the customer the ticket is under.

    10 votes

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  16. We need a way to send a ticket to different people without bothering our customer every single time we send or receive something back and forth with a third party.

    This might include sendint a request for parts to a third party that doesn't involve the customer at all or things similar to this.

    Right now there is no way to do this with Atera. It forces us to address the contact as the main recipient of every e-mail involved in the ticket and there is no way to even forward the ticket to anybody else. This would go a…

    10 votes

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  17. When viewing tickets it would be brilliant if we could have a more compact view of the tickets so that we can see more tickets on one screen, similar to Zendesk or Freshdesk. The current ticket view is huge and you can only see around 5-6 tickets on the screen at a time.

    10 votes

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  18. Would like to enter public notes (available to contact/customer in portal) but choose whether to send update via email or just add note to ticket.

    10 votes

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  19. We need the ability to edit, delete, add our own ticket status, ticket priority, ticket impact, ticket type, and product family.

    For example, what if I wanted to place a ticket into pending materials, or pending third party.

    Then what if we wanted to pull a report of all tickets in said status? or view all tickets currently assigned to that status?

    What if we wanted to change the priority and link that to SLA timers. For example, low should be changed to Normal so that the end-users do not think their request/issue is of low priority?

    What if we…

    10 votes

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  20. Please introduce the ability to change the contact for multiple tickets at once. It'd be very beneficial to be able to select all the tickets pertaining to a contact and change said contact without having to access each ticket to do so.

    10 votes

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