720 results found
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Invoice - design/layout of "report/form" - some layouts to choose from
Invoices should be more flexible ... the layout of the invoice-form ist not european (or austrian)-standard. Normally there is a block with Customer-Address like
Company Name
Street
PostCode City.... also the structure of the other fields look not as a professional "invoice" ... a very small report-customization (report-designer) - or some layouts to choose would be fine.
2 votes -
Receive an email notification 24 hours prior to a scheduled ticket
Receive an email notification 24 hours prior to a scheduled ticket
3 votes -
Change customer on a ticket
Would be great to have the option to change the customer of a ticket as sometimes the IT team might forward an email received from an client to the support@ in order to create a ticket. However, we are unable to change the customer on a ticket using Atera.
24 votes -
Change ticket status by keyword in an email
We would like to be able to change the status of a ticket when a customer replies by email to the ticket and it indicates #closed for example at the beginning of the email so that the ticket is automatically closed.
5 votes -
Disable default tags
It would be such a help to be able to disable the default tags that Atera comes with. I understand we can set up our own custom tags, but it would still be helpful to be able to remove the default tags to help with simplicity.
2 votes -
- Internal note/ private reply should be next to the reply button = ease of use. If it does need to be an internal note.
Internal note/ private reply should be next to the reply button = ease of use. If it does need to be an internal note.
2 votes -
Create Invoice from Ticket
This seems almost too obvious to me, but there should be an easy way to generate an invoice for a customer based on the Products and Services that are added to their Tickets. Bonus points if this feature can let you checkbox which products and services to put on a given invoice.
Example: Customer walks in with computer problem, ticket is generated, diagnostic fee added to ticket and invoice created. Customer pays up front diag fee. Technician finds bad hard drive, adds new hard drive cost to ticket, additional labor, then selects just these 2 additional entries for export to…
3 votes -
Enable HTML Editor In the Quick Reply Templates
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 codecodeview: 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 -
Stop certain tickets from being reopened
The ability to have a status such as "Block ticket" which will prevent the ticket being re-opened. This would be very useful for people who like to include the help desk in random email threads that are not support requests. I felt like this could have been easily achievable through ticket automation, however it doesn't appear to work and Atera support have advised this is not possible.
1 vote -
Improve Quick Reply Templates
Disabling the text "Comment here..." because when I choose a Quick Reply Template "BEFORE" I clicked once into the text box, this text is still under my templates text.
A global setting for a default template would be very useful because it makes replying much faster without all the time choosing a template before begin writing. =)
Please improve the template editor in case of usability, fonts etc. pp. Sometimes it looks like that the formatting isnt really accurate and changes from template to template.
Thanks a lot. =)
5 votes -
exclude filter for status
Allow filters to be more dynamic by default all which exclude checklist, this would fix having to update all views when adding a custom status, this should also be added to the API so you can fetch without grabbing all tickets, this would help Atera reduce consumption Aswell by more efficient calls
1 vote -
show more detailed information about tickets
Could you make it possible to show more detailed information about tickets? Like who assigned the ticket to who, who closed it, who changed the status and so on.
Would be greate for overwiew reasons.Thank you
1 vote -
Call Log
It would be convenient and good if there was a button you could hit on the dashboard to begin taking notes when a client calls, which could then be converted into a ticket.
This could be an extremely simple implementation at first, something like a blank text field that gets copied into a new ticket's body when you hit "convert to ticket". Then as you build upon the idea, you could make it more and more sophisticated.
Future iterations of the idea could include form fields that could parse input for customer names / acronyms to auto-assign the customer, or…
1 vote -
Email Parsing Rules
We get many emails daily from various software solutions we run for our clients. Example: 3CX Alerts, SentinelOne Alerts, AFI Backup Alerts.
These emails come from a single no-reply email address, and information about which client it relates to is in the body of the email.
I feel this is a 2 part request.
Add the ability to parse the email body for a particular string that can be compared to a custom field entry on a contact/company.
For example, our backup software contains a string in the body that reads "Google Workspace domain: domainname.com"
CONDITIONS
Ticket Field: Ticket Body,…
8 votes -
Option to not send email to contact, when contacting other company.
Option, to not send an email to contact. Sometimes we have to mail to an external company, an email which the contact not have to see.
Please add the option, to 'Do not send email to Contact.'
1 vote -
Client's ticket report
It will be useful to have the ability to generate a report per client with all the tickets activity in the last week/month
1 vote -
Scheduled Tickets Filter or Search Option
It would be nice to add a feature to filter or search through existing scheduled tickets. We have 100s of scheduled tickets to modify a ticket it can be a pain to dig through
11 votesHi,
We wanted to let you know that your idea is currently under review by our product team. We are evaluating its alignment with our product roadmap and its potential benefits to our users.
We appreciate your patience during this process and will update you and the public status of this suggestion once a decision has been made.
Best regards,
The Atera Team
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Add attachment capability to the Quick Response Template
Add attachment capability to the Quick Response Template. Helpful in quickly disseminating useful guides to users.
1 vote -
Put a ticket in a Hold queue
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 -
Anyone to open a ticket in atera
I want anyone to be able to send a ticket to Atera. Want to be able to put on a link on my website and that will allow them to open a ticket with Atera. Not just via email
2 votes
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