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  1. Every time you schedule a calendar event within a ticket, it already shows up on the right side of your screen, but it would be really helpful to have Atera also do an automated "internal note" that lists these calendar details as well (date and time added to external calendar, etc).

    This way, employees can see the history of when this ticket was added to a calendar(s).

    2 votes

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  2. I am currently using another help desk platform but would like to start using Atera's Help Desk. I have open tickets. I want to transfer the open tickets from my current help desk to Atera's help desk platform so that I can start using Atera's Help desk right away

    7 votes

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  3. When creating a ticket from an agent, it does not set that agent in the ticket.
    The agent is automatically set based on which contact is selected when creating the ticket. (I have just confirmed this is the case with support)

    There is also no Agent menu on the New Ticket page, so technicians need to open the ticket again after creating it to correctly set the agent.

    Contact and Agent should be independent as often we need to clear changes (buying software, hardware upgrades, etc.) with some form of management -be it business owner or their finance department- before…

    16 votes

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  4. It would be helpful if we could filter by Last Modified - e.g. Last Modified last week but not this week, so we can easily see if there are any tickets that we've missed out on updating.

    6 votes

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  5. When a ticket is submitted via email or via portal, a ticket notification goes to the user via ticket automation.
    However, if a ticket is submitted by one user for another, we will change the Contact on the ticket to accurately reflect who needs to be serviced to resolve the issue. With other PSAs I have worked with, this would have the ability to trigger a notification to the new user that a ticket has been created/modified. Atera doesn't have that notification as an option in the Automation settings.

    12 votes

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  6. 1 vote

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  7. We need a method to limit ticket statuses based on technician role.
    Including custom statuses.
    This can be achieved by adding a section in the roles page where we can check off which statuses that particular role can use in a ticket.
    This is not to affect techs trying to search a ticket with any status. Just what they can set the status to within the ticket or in the ticket list.
    Why? Higher up techs or admins need to review resolved tickets and set to closed after review. Some techs are setting closed and we miss them. Also, we…

    1 vote

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  8. Remove a tag in bulk from all tickets, instead of one at a time

    3 votes

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  9. When emailing Atera helpdesk make it so that if we put a #Site Name and ##Assigned to it will automatically populate the fields. Such as assigned to, Site Name.

    1 vote

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  10. I'd like to have a dedicated place to define the categories (in admin)

    4 votes

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  11. An alternative to the ticket view screen:
    Add a tree view to the left of the ticket screen so you can easily switch between ticket statuses.

    1 vote

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  12. When you click to change the requester info on a ticket.

    Can we switch the focus to the pop-up box and the text highlighted for easy entry of new requester?

    This means one click to open the pop-up and then type the new requester with fewer clicks.

    1 vote

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  13. When a ticket title is too long, we don't see much information, which makes it difficult to quickly check a ticket.
    Is it possible to maybe show the title in smaller cases when you hover it?

    4 votes

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  14. I Like this software, but my goal here was to find a helpdesk that can export individual tickets by their id number.
    SOX & JSOX auditors request these tickets by number, and want to see the whole thread. Any way to export would be great, .html, .pdf, or just email the ticket would work also.

    18 votes

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  15. It is possible to schedule a ticket for the future.

    It is possible to snooze an alert.

    It would be nice to be able to snooze a ticket until a future date -or for a period of time- that way you can get it temporarily out of your queue, but still follow up with the user later.

    6 votes

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  16. zoom into the ticket detail from the report

    3 votes

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  17. Ability to assign more than one engineer to a job. An example would be you work on a job with a number or other engineers due to skill set and or training and need them added to the ticket.

    1 vote

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  18. Ability to change ticket view without everyone seeing it. Even saved view.

    1 vote

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  19. Have the ability do delete messages from ticket conversation history. We have been accidentally sent confidential information not intended for us and there is no way to remove this from Atera.

    7 votes

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  20. I do quite a lot of onsite visits as well as being an MSP. For me, having the customer address on the ticket and having the ability to print a ticket is invaluable.

    2 votes

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