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  1. Please can you add the below feature to the Helpdesk - Editing an existing case.
    We find ourselves updating incorrect cases, E.G – Case 2149 is assigned to Tech A but updates Case 2148 which is assigned to Tech B. Unfortunately, we cannot remove this update thus having to re-create both cases.

    1 vote

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    0 comments  ·  Tickets  ·  Admin →
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  2. When adding calendar events to a ticket, it would be helpful to also be able to see all past calendar events. Being able to set a default subject of the calendar event would also be helpful along with the customers name.

    1 vote

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  3. If I create a new invoice batch, there are automatically some random categories that - why so ever - I can not edit/remove/create my own. So they are just there. Really random. I'd like to remove/edit them or at least create my own categories.

    Thank you

    1 vote

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    0 comments  ·  Billing  ·  Admin →
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  4. It would be nice if the ticket emailing system would remember past email addresses used in the CC section etc...

    1 vote

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  5. Hello,

    when tickets are closed can I get alerts when 1 customer finish the 5 hours retainer for this month?

    I want to know and I need to send alert for the customer for renew more 5 hours.

    Is that possible ?

    1 vote

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  6. I would like the option to set a specific date for a device to be automatically transferred to another customer. For example, let's say I have a device from one "customer" which I know is going to be moving to another "customer" on a specific date. If this can be automated, then it would save a lot of hassle and organizational issues.

    1 vote

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    0 comments  ·  Devices  ·  Admin →
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  7. I don't want all the contacts to be created in Atera.
    Ideally an email with a known domain would open a ticket under the specific customer, otherwise it would be under unassigned. There should be no mandatory requirement for creating contacts to open a ticket.

    I don’t need all these contacts and I will lose my main contacts visibility.

    1 vote

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  8. It's great that you can export the software inventory report for the entire site, but it would be helpful if you can generate a software inventory report for an individual agent in a site. The only option for generating the report is to select a site, would it be possible to add a selection field to pick 1 agent from the site to generate the report on? This would be immensely helpful to reduce the amount of information being generated in the report if we have multiple agents in a site.

    1 vote

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  9. Move the note textarea to move visible location on the ticket screen

    1 vote

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  10. I would welcome the SEPA payment option for paying my Atera bills as I am based in Europe.

    1 vote

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  11. Import the physical address from quickbooks not the billing address. It is pretty hard to map a PO Box, or go to the headquarters office instead of the remote office.

    1 vote

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  12. Enable Threshold editing as a separate entry in the Roles menu, Our technicians do not need full admin, but it is useful to have control over thresholds.

    1 vote

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  13. I created Contracts with Notes showing 365 yearly subscription under each customer
    i want to search ms365 and will show me all the customers with ms365 contract.
    there seems no way to search

    1 vote

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    0 comments  ·  Dashboard  ·  Admin →
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  14. Id like to see some sort of reporting capabilities other than the metrics monitoring a piece of hardware's up time in a week, month etc. Basically, the employees that work from home I need to know at least the up time of their unit in a working day in a report format per device

    Thanks

    1 vote

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  15. Make a section for dashboard that displays new/unread tickets.

    1 vote

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  16. In automatic tasks, define that each customer will receive an email sent from an automatically scheduled session, for example a restart to the computer once a week

    1 vote

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  17. I think if Customer / Client passwords had the option of selecting colour marking for passwords would be great for technicians to filter through for what they need.

    Or the option to add filters to the passwords section.

    1 vote

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    0 comments  ·  Security  ·  Admin →
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  18. The client / enduser would like to receive a detailed report of the installed patches

    1 vote

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  19. 1 vote

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  20. Hey, we would appreciate to get more text modules. We would like to see the customer mail addresses in case of ticketing mails to the technician. Maybe you could add the "sender address module" to the mail templates.

    best regards

    1 vote

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