5051 results found

1. Attaching contacts to customers.

   Is it possible to attach a contact to a client by using a phone #? We have a lot of clients that have multiple contacts at a club but only one email address.

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   0 comments  ·  Customers  ·  Edit…  ·  Delete…  ·  Admin →
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2. Ability to subscribe to tickets

   Be able to subscribe to a ticket and get notifications when Technicians reply or customers reply to tickets assigned to someone else.

   16 votes

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3. Customers with multiple office locations

   Should be able to add additional locations/addresses for customers with more than one office.

   31 votes

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   2 comments  ·  Customers  ·  Delete…  ·  Admin →
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4. Change of definition in hebrew

   Hi,
   Please consider changing:
   in Hebrew, instead of שמור change to שלח
   Instead of כותרת change to נושא

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5. Chat

   Please add a button for the Chat in the device page (like the wake button). It takes a long way to get to it from the manage menu on the device page.

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6. REASSIGNING CREATED TICKETS TO SCHEDULED TICKETS

   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?

   11 votes

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7. second technician

   It would be good to add a second technician to a ticket. That way 2 technicians can follow up on a ticket and get updates.
   Then it's also possible for those 2 technicians to see that ticket in their filtered open tickets. So when 1 technician is on holiday, the 2nd technician can still follow up on the ticket without forgetting about it.

   19 votes

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8. Additional information on why a script failed

   Additional information on why a script failed

   99 votes

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   1 comment  ·  Admin & Core platform  ·  Delete…  ·  Admin →
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9. opening a ticket on a user's behalf shows technician's comment as the users

   If I open a ticket on behalf of a user, the public comments entered on the initial ticket form will show as being posted by the user rather than the technician who opened the ticket.

   1 vote

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10. Internal Tickets

    Internal Only tickets - Is there a way to create an internal ticket for a customer and not have it show on the Customer Portal?

    We need to create tickets for internal tasks and or quotes we need to do and do not want the client to see these tasks. We still want to align the tasks/quote with the client and user.

    We would like them NOT to email any info to the client about these internal-only tickets.

    We did a workaround with Ticket Status (Quote, Quote Closed), but it would be nice to have it native in Atera.

    We also created a ticket view to see these internal tasks (Quotes, Etc)

    Internal Only tickets - Is there a way to create an internal ticket for a customer and not have it show on the Customer Portal?

    We need to create tickets for internal tasks and or quotes we need to do and do not want the client to see these tasks. We still want to align the tasks/quote with the client and user.

    We would like them NOT to email any info to the client about these internal-only tickets.

    We did a workaround with Ticket Status (Quote, Quote Closed), but it would be nice to have it native in Atera.

    We… more

    1 vote

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    0 comments  ·  Tickets  ·  Edit…  ·  Delete…  ·  Admin →
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11. Contract permission

    Currently, only Fully Admin accounts can update, edit, or delete Contracts.
    However, I have an Admin account, and I would like it to have the permission to manage Contracts as well which it could help me to maintain all the contracts in the system.

    1 vote

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    0 comments  ·  Roles and Permissions  ·  Edit…  ·  Delete…  ·  Admin →
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12. invoicing

    For me to complete my trial and actually start paying several hundred dollars a month to Atera, I MUST have:

    A. some sort of input to Atera as what the invoice number will be when synced to XERO

    B. The ability to ensure that my payment details appear on my invoices to clients - how the hell do they know how to pay me?

    C. the ability to add my TAX ID (ABN/VAT/etc) to the invoice as required by law in my country

    D. Dates on invoices to be in anything but MM/DD/YYYY - whilst I may understand it, my clients (DD/MM/YYYY) will not

    For me to complete my trial and actually start paying several hundred dollars a month to Atera, I MUST have:

    A. some sort of input to Atera as what the invoice number will be when synced to XERO

    B. The ability to ensure that my payment details appear on my invoices to clients - how the hell do they know how to pay me?

    C. the ability to add my TAX ID (ABN/VAT/etc) to the invoice as required by law in my country

    D. Dates on invoices to be in anything but MM/DD/YYYY - whilst I may understand it, my… more

    3 votes

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    2 comments  ·  Billing  ·  Delete…  ·  Admin →
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13. Can we get a feature to send out an SMS for P1 / P2 tickets

    Can we get a feature to send out an SMS for P1 / P2 tickets

    1 vote

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    0 comments  ·  Alerts  ·  Edit…  ·  Delete…  ·  Admin →
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14. script macOS as User

    Hallo und Guten Tag!

    Wir haben unter macOS das Problem das wir Skripte benötigen die auf Benutzer / Angemeldeter Benutzer laufen. Dieses ist sehr wohl unabdingbar bei Automatisierungsaufgaben und Ticketbehebungen. Leider laufen unter macOS über Atera nur Benutzer als System was absolut unzureichend ist. Momentan müssen wir uns auf die Systeme per Splashtop oder Teamviewer aufschalten um diese Aufgaben zu erledigen. Der Mehraufwand ist immens. Dieses sollte eigentlich ein gutes RMM / PSA System können. Wir benutzen bei Atera die Superpower inkl. Copilot. Also nicht die kleinste Variante. Wir bitten um schnelle Lösung.

    ---

    Hello and good day!

    We have a problem on macOS that we need scripts that run on users/logged-in users. This is absolutely essential for automation tasks and ticket resolutions. Unfortunately, on macOS, only users run as a system via Atera, which is completely inadequate. At the moment, we have to connect to the systems via Splashtop or Teamviewer to complete these tasks. The additional work is immense. A good RMM/PSA system should actually be able to do this. We use the Superpower including Copilot on Atera. So not the smallest variant. We ask for a quick solution.

    Hallo und Guten Tag!

    Wir haben unter macOS das Problem das wir Skripte benötigen die auf Benutzer / Angemeldeter Benutzer laufen. Dieses ist sehr wohl unabdingbar bei Automatisierungsaufgaben und Ticketbehebungen. Leider laufen unter macOS über Atera nur Benutzer als System was absolut unzureichend ist. Momentan müssen wir uns auf die Systeme per Splashtop oder Teamviewer aufschalten um diese Aufgaben zu erledigen. Der Mehraufwand ist immens. Dieses sollte eigentlich ein gutes RMM / PSA System können. Wir benutzen bei Atera die Superpower inkl. Copilot. Also nicht die kleinste Variante. Wir bitten um schnelle Lösung.

    ---

    Hello and good day!

    We have a… more

    2 votes

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    0 comments  ·  Admin & Core platform  ·  Delete…  ·  Admin →
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15. Hebrew wrong translation for Impact dropdown

    In Impact (השפעה עסקית) in Hebrew it says
    נמוכה

    but:
    בינוני
    גבוה
    קריטי
    (should be בינונית + גבוהה+ קריטית)

    1 vote

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    0 comments  ·  Customer Portal & Knowledge Base  ·  Edit…  ·  Delete…  ·  Admin →
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16. Ticket Template - Improvements

    1. Proper Template based form -
       a pop up or separate ticket form where you organize the boxes like a proper form. Example - New User form. You could organize the boxes any where you want on the form in a logical flow
       The questions and then answers in the ticket running down the side is very inefficient. Also, I would like to see all the results in the ticket, not on the side. or in the original FORM type format inside the ticket or in a pop-up or separate screen.,

    2. Checkbox or Dropdown - Multiple choice checkboxes or dropdown. I can do most of the forms that I need without multiple selections. This would be SUPER helpful.

    3. Core fields flexibiltiy -
       Ability to remove some of the core ticket fields. They are not necessary and just clutter the ticket template. Product category, etc. They will also just confuse the end user.

    4. Default field value -
       Ability to set a default value for a field, date, Department, etc. That way you could have different variations of a single form that is pre-filled with a lot of the appropriate information

    5. Save prefilled templates -
       Ability to store a prefilled template per user so if they create a template they can reuse it. Maybe they could also go into the main store for sharing with others

    6. Click to move
       Click anywhere on the custom field to add it to the form. I hate having to click the tiny plus to move it over

    7. Show Fields
       Option to have fields show on new template, service portal or create ticket in admin portal. ALL of these options show up in the admin portal when creating a ticket. If i set them to mandatory for the template they also become mandatory for the admin portal ticket. Why would this be a good idea? It makes a huge mess.

    1. Proper Template based form -
       a pop up or separate ticket form where you organize the boxes like a proper form. Example - New User form. You could organize the boxes any where you want on the form in a logical flow
       The questions and then answers in the ticket running down the side is very inefficient. Also, I would like to see all the results in the ticket, not on the side. or in the original FORM type format inside the ticket or in a pop-up or separate screen.,

    2. Checkbox or Dropdown - Multiple choice checkboxes or dropdown. I… more

    7 votes

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    0 comments  ·  Tickets  ·  Delete…  ·  Admin →
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17. Easy way to see where Webroot is not installed on the device. Report or easy applied filters.

    Easy way to see where Webroot is not installed on the device. Report or easy applied filters.

    13 votes

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    0 comments  ·  Webroot  ·  Delete…  ·  Admin →
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18. KB Text Editor

    Could you please fix the text editor when creating knowledge base articles.

    I have to create the article in a word document and then copy and paste it into the text box for creating articles.

    Half the time it still distorts my text and font after copying and pasting.

    Atera is great for the most part but this really makes me not want to create KB articles and I have to create articles, I am a Document Queen!
    ..Please make my life less stressful and fix this.

    2 votes

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    0 comments  ·  Customer Portal & Knowledge Base  ·  Delete…  ·  Admin →
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19. ticket type

    I would like the ability to change the options for Ticket Type and Ticket Priority.

    5 votes

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    1 comment  ·  Tickets  ·  Delete…  ·  Admin →
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20. Install agent with QR code and mobile app

    Install the agent on a PC by browsing to a simple webpage on the target PC (i.e. atera.com/add) which displays a unique QR code, scanning the QR code from mobile app, and assigning the PC to a customer/folder from the app on my phone. PC is then offered the appropriate download to install the agent.

    Provide an alternative, by providing a short alpha-numeric code with the QR code on the screen that we can type into the App or web interface instead of scanning the QR code. This could also help with connecting a remote asset with the help of someone on the remote end

    Install the agent on a PC by browsing to a simple webpage on the target PC (i.e. atera.com/add) which displays a unique QR code, scanning the QR code from mobile app, and assigning the PC to a customer/folder from the app on my phone. PC is then offered the appropriate download to install the agent.

    Provide an alternative, by providing a short alpha-numeric code with the QR code on the screen that we can type into the App or web interface instead of scanning the QR code. This could also help with connecting a remote asset with the help of… more

    16 votes

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    1 comment  ·  Agent  ·  Delete…  ·  Admin →
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