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  1. I think contracts should be re-worked so that you can set multiple default contracts throughout all clients (which appear by default across all clients, including newly created ones). Then within each client you can select one contract as a primary contract, which will be the one assigned to new tickets.

    I also think the contracts should not have the same name - or be auto generated based on the client name and the attached products etc.

    This method will allow

    3 votes

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    0 comments  ·  Customers  ·  Admin →
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  2. AI to automatically add manual tags that were created by the team

    3 votes

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    0 comments  ·  Tickets  ·  Admin →
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  3. It would be nice if patch management also offered BIOS updates, as is already the case with N-able.

    3 votes

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  4. Add Acronis DLP to features. Acronis is saying this is because Atera has not met quota. I don't understand why at least we don't get access to all features within our Acronis tenant.

    3 votes

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    0 comments  ·  Acronis  ·  Admin →
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  5. Ability to edit 'To' field when replying tickets so requests can be forwarded off to correct depart or correct person.

    3 votes

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    1 comment  ·  Tickets  ·  Admin →
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  6. the linux terminal display now:

    root@client-server:~$ cd /mnt
    root@client-server:~$

    there's no indication of the working directory ^ and i'd like a display similar to this:

    root@client-server:~# cd /mnt
    root@client-server:/mnt#

    this displays the working directory before i proceed with the next command ^

    3 votes

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    0 comments  ·  Devices  ·  Admin →
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  7. We need to have a Ticket Type of Test so we can filter by Ticket Type in Technician Reports.

    3 votes

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    2 comments  ·  Tickets  ·  Admin →
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  8. when calling https://app.atera.com/api/v3/agents?itemsInPage=50 it would be nice to have custom values attached to the agent returned in the agent json.

    currently i have to loop agents to collect custome values causing more api calls and over heads for a simple dashboard.

    3 votes

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    0 comments  ·  Agent  ·  Admin →
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  9. When a Support Agent takes a phone call and opens a ticket for a specific client we should be able to see how long we have to fix this ticket.

    Some clients might pay a large amount of money on a monthly basis and wants everything included.

    So when an agent opens a ticket over the phone it does add the SLA ONLY IF it is set to hourly rate - not managed with monthly fee I cant see the option to select the Contract which they are actually on.

    But if the customer opens a ticket from the helpdesk…

    3 votes

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    0 comments  ·  PSA Tools  ·  Admin →
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  10. Fingerprint login after app gas been closed and reopened. No security on Mobile app, if phone is stolen thief has access to all client devices and passwords.

    3 votes

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    1 comment  ·  Mobile App  ·  Admin →
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  11. "I propose the enhancement of the patch management task cloning feature to include the option of copying associated schedules. Currently, when I create a new client, I clone a predefined task named AAA - TEMPLATE with its preconfigured schedule. I have to manually recreate the schedules each time. It would be highly beneficial to extend the cloning functionality to include schedules, allowing for a more efficient and streamlined process. This enhancement would save time and effort by maintaining consistency in default update policies while providing flexibility for clients with unique scheduling preferences."

    3 votes

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  12. Expand the current calendar integration to be done at the technician level and develop a dispatch view for assigning and scheduling tickets.

    Ideally, this would allow a service works controller to drag tickets onto a technicians calendar and have this time assigned to working on that ticket. This would sync to the field technicians phone through M365 so they are aware of their schedule.

    3 votes

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    0 comments  ·  Dashboard  ·  Admin →
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  13. Atera has already onboarded the custom fields option, and they were populated for each customer's and their agents, and it can be improved with the following idea:

    Since the custom fields data have to keep changes and updates on a regular basis and the same data has to be maintained on a real-time basis, importing bulk data into custom fields using templates can be helpful to technicians for filling data faster into custom fields and avoiding manual work to fill those fields.
    As you are aware, custom fields are those fields that are unique and different from the requirements of…

    3 votes

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  14. Objective: Warn tech in an obvious way to handle customer or contact in non-standard manner such as:
    "Don't call this person She or Her" (contact note)
    "Don't service until they pay" (company note)
    "All requests for new licenses must be approved by Mr. X" (company note)

    Method ideas:
    1. Ability to enter info at customer or contact level, very much like Notes but distinct from that field. If static (vs user defined) field, named "Critical notes" or something.
    2. On Add Ticket screen, as soon as pick Customer, display associated Critical Notes via popup or highlighted area. Upon pick of…

    3 votes

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  15. More Mac add-ons, being windows-centric limits clients abilities to perform within a single pane of glass. For example, your Acronis add-on, although the platform does support Mac, the Atera version of the add-on only supports windows machines. That's a huge limiter for some environments.

    3 votes

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  16. It would greatly benefit us if incoming tickets could display a connection on the right side, indicating possible correlations with past tickets. For instance, if a current ticket shares similarities with a previous one—whether it's the same user encountering a similar issue months or even years ago, or if other users within the company or another customer have experienced comparable problems—it could be incredibly helpful.

    3 votes

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  17. graph for endpoint cpu and ram usage real time, needs more metrics in it.

    add: nic usage, hdd usage and temp, fan usages, etc, all the other things that you can pull from motherboards and other devices, etc and report in real time graphing.

    3 votes

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    1 comment  ·  Admin →
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  18. Ability to make custom ticket fields view only in service portal (like the default fields).

    3 votes

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  19. While Discord servers are often associated to "gaming," it's also a rapidly growing platform for PSAs, general chat and communication (you can create threads for ideas, and general communication(s) between customers), and host events as it has capabilities for voice chat, as well as video chat and streaming.

    A good few competitors have it, and seeing as (in my humble opinion) Atera is more of the "cool kid" than (and I'll "our") our competitors, it would just be a great opportunity.

    3 votes

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    0 comments  ·  PSA Tools  ·  Admin →
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  20. cant sort by "available patches"

    3 votes

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