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  1. The new message/text formatting has been applied to user signatures and the new ticket UI. Please can you now add this to the Quick reply templates.

    The issue is that we have old text formatting from the Quick Reply Templates applying and I have to manually change the formatting for each Public Reply.

    3 votes

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    0 comments  ·  PSA Tools  ·  Admin →
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  2. We get some tickets from our voicemail system. The user's message is attached to the email. It would be great if Atera's AI could transcript that message as an Internal Note. We sometimes use third-party transcription tools such as TurboScribe.ai to do the transcription and paste it in. It would be a great improvement if Atera's AI could do that automatically.

    1 vote

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    0 comments  ·  Tickets  ·  Admin →
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  3. New Patch Management menu has filtering options , saving filtering options as a profile will be great

    2 votes

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  4. We have many customers with more than 1 office location. We need a place to put these in the customer info page. Ideally, we would also have the option of attaching a specific location for a customer to a ticket for times when a site visit is necessary.

    As it currently stands, we have tickets that require site visits, and no way other than manually making an internal note to tell the engineers which location they need to go to. Even if they go to the customer info page, there is no way of storing more than 1 address, so…

    13 votes

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    0 comments  ·  Customers  ·  Admin →
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  5. On the Atera Roadmap (https://www.atera.com/roadmap/) there is a functionality "Reports in main dashboard" coming soon.

    This would allow to create Tickets queues on the main dashboard like "Display all open tickets assigned to me" or "Due open tickets in my team".
    The report could look like (example):
    Ticket ID Ticket URL Ticket Title

    The ID and title can easily be added via advanced reports.
    The Ticket URL must be added via a custom dimension field.

    concat("https://app.atera.com/new/ticket/",${tickets.ticket_id})

    The problem is that the URL is not clickable.
    Google Looker allows to add links as described here: https://cloud.google.com/looker/docs/reference/param-field-link
    This…

    2 votes

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    0 comments  ·  Reports  ·  Admin →
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  6. We would like to see a customer read status updates for when a customer opens the email containing a ticket response sent out of atera as a ticket update. This could be accomplished with read receipts or even better as a pixel tracking just like email marketing companies use to show statistics.

    1 vote

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    0 comments  ·  Tickets  ·  Admin →
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  7. When we want to sort tickets, we often find ourselves blocked by the limit of 20 clients per ticket.

    But "Custom Fields" could revolutionize all that!

    Let me explain:

    If I have a client with several brands, I might be tempted to create multiple clients to differentiate them.

    However, for this client, each brand has several stores located in different countries/cities.

    And each store has one or more collaborators with a specific email address.

    To solve this problem, the "Custom Fields" in the contact category need to be more customizable.

    Example: Creation of a custom dropdown field "Store" providing a…

    7 votes

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    1 comment  ·  Billing  ·  Admin →
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  8. Alternating colors on the Patch Management and IT Automation page.
    I have a screenshot to share.

    1 vote

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    0 comments  ·  User Interface  ·  Admin →
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  9. Would it be possible to merge multiple tickets by using the check boxes on the left hand side of the screen and then clicking merge at the top.

    1 vote

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    0 comments  ·  Tickets  ·  Admin →
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  10. Seeking improvements to the Network Discovery feature to better accommodate various authentication scenarios.

    Key Requests:

    1. Custom Domain Name Input: Allow users to manually enter or modify the short domain name used for remote authentication during network scans. This would enable better compatibility with systems where the default domain retrieved by the scanning agent does not align with the required authentication domain.

    2. Credential Flexibility for Non-Domain Environments: Introduce functionality that allows the entry of local admin credentials when performing remote installations on non-domain joined computers. This would enhance usability in workgroup environments where standard local accounts are used.

    3. Support for Multiple…

    3 votes

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  11. I kindly request that the new dashboard, as shown in the marketing materials, be added to the system.

    3 votes

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  12. In the add new device - SNMP screen, search the Managing Device field by customer name. We have a LOT of customer and they have a LOT of devices. As it stand now, the only way to navigate through that screen is to scroll down with the side bar or the mouse wheel. Using the keyboard takes you to the first device with that letter, but that can be problematic since the first client has a device named "Server" but I needed to find a client down in the S's...

    2 votes

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    0 comments  ·  Devices  ·  Admin →
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  13. Pre Patch Download. It would be nice if you could schedule the download of patches prior to the patch profile running. Some updates are large and this can greatly increase time to run patching. An option to download the patches prior to the patch installation would help improve readiness of patching and avoid conflicts with other scheduled tasks.

    10 votes

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  14. We should be able to select multiple devices from the Alert screen and have the option to run a script like under the devices screen. This way we can easily see the device the alert type and then run whatever script we need to to help remediate the alert.
    The device page doesn't give enough details about the alert.

    2 votes

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    0 comments  ·  Alerts  ·  Admin →
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  15. For recurring scheduled tickets, it would be nice to have the ability to insert variables into the title.

    i.e. For a monthly on-site ticket we'd like it to automatically use the month and the year in the title "Monthly On-Site January, 2025" by using a variable such as "Monthly On-Site {Month}, {YEAR}" (obviously I made up the variable name/format, this is just an example of how I'd imagine it will work).

    Other helpful variables might be:
    Week Number
    Current Date
    Current Time
    Current Date +/- #Days
    Current Time +/- #Hours:minutes.seconds
    Scheduled ticket recurrence count (i.e. Tech Review #22 would be…

    1 vote

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    0 comments  ·  Tickets  ·  Admin →
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  16. As it currently stands, when you enter a contact it always results in only showing open and pending so that you constantly have to check "select all" and if you leave the page for a moment it will never remember that you were just there to show all the tickets, resulting in a neverending clicking of "select all".

    1 vote

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    0 comments  ·  Customers  ·  Admin →
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  17. Ability to allow you under email settings to add a Reporting SMTP server and, as a example invoicing SMTP server so we can whitelable our reports as we cannot even use in the public / goverment sector due to reports still mis aligned and the server its sending from, would be nice to add your own sending server

    1 vote

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    0 comments  ·  Reports  ·  Admin →
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  18. Fixing the advanced reports to fit onto a PDF or letting you drag what you build so it will fit, it looks great when building it, but you can't send it to a client as half of the information does not fit or does not look anything like it when building. Reporting is a customer's way of looking at what is in the IT environment, and currently we can't use the reporting for any clients; we can't even export it to HTML or MHTML.

    1 vote

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    0 comments  ·  Reports  ·  Admin →
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  19. The ability for the network discovery tool to be added on a device, to the audit of a potential new company (Computers, printers, etc) and then the ability to do a security assessment of the current network, even if it's a basic security assessment, and then get it on a report that is actually working even on current clients as well

    1 vote

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  20. An ability to create a calendar invite and send the invite from the synced calendar to a client as an example of of when to remotely support, call back or be onsite as an example, so they wont forget (meeting Invite)

    1 vote

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