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  1. Some clients require unique data that is not necessarily need by other clients. Creating ticket forms that are customer specific and viewed only to that customer is helpful to customize the workflow to their needs.

    2 votes

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  2. When sharing a link to a ticket with another member of the team, if they're not already logged into Atera, when they click the link, it takes them to the login page, but once logged in, the original URL isn't passed through, so they have to go find the link again and click a second time to actually open the ticket they wanted.

    1 vote

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  3. Right now, we have the ability to flag a response as a resolution, and we have the ability to retroactively REMOVE a resolution flag, but we do not have the ability to retroactively ADD a resolution flag.

    The problem is that we might not flag a response as a resolution if we're not sure that it will actually solve the issue. But if it does, then we have no way of marking it as the resolution retroactively.

    It would be very nice to be able to flag a past ticket response as the resolution. It would be nice to even…

    11 votes

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  4. Es wäre schön wenn der Kunde im Ticketportal sehen kann was an Zeiten abgerechnet wird. Teilweise ist dieses Erforderlich damit dann Rechnungen nachvollzogen werden können.

    3 votes

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  5. Currently, the insertion or update of additional fields of type dropdown via the API is not supported; only boolean and string fields are supported.

    1 vote

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  6. Currently, the insertion or update of additional fields of type dropdown via the API is not supported; only boolean and string fields are supported.

    1 vote

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  7. We get some tickets from our voicemail system. The user's message is attached to the email. It would be great if Atera's AI could transcript that message as an Internal Note. We sometimes use third-party transcription tools such as TurboScribe.ai to do the transcription and paste it in. It would be a great improvement if Atera's AI could do that automatically.

    1 vote

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  8. We would like to see a customer read status updates for when a customer opens the email containing a ticket response sent out of atera as a ticket update. This could be accomplished with read receipts or even better as a pixel tracking just like email marketing companies use to show statistics.

    1 vote

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  9. Would it be possible to merge multiple tickets by using the check boxes on the left hand side of the screen and then clicking merge at the top.

    1 vote

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  10. For recurring scheduled tickets, it would be nice to have the ability to insert variables into the title.

    i.e. For a monthly on-site ticket we'd like it to automatically use the month and the year in the title "Monthly On-Site January, 2025" by using a variable such as "Monthly On-Site {Month}, {YEAR}" (obviously I made up the variable name/format, this is just an example of how I'd imagine it will work).

    Other helpful variables might be:
    Week Number
    Current Date
    Current Time
    Current Date +/- #Days
    Current Time +/- #Hours:minutes.seconds
    Scheduled ticket recurrence count (i.e. Tech Review #22 would be…

    1 vote

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  11. An ability to create a calendar invite and send the invite from the synced calendar to a client as an example of of when to remotely support, call back or be onsite as an example, so they wont forget (meeting Invite)

    1 vote

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  12. In the old Atera ticketing interface, we could forward a ticket to an email address. This is something we use when a user creates a ticket for a department (like accounting) and no one in accounting is a technician. Therefore, it would be nice to just forward the ticket in an email format.

    6 votes

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  13. Could we create a multiple ticket forms.

    I would wish to create multiple ticket forms. Like 8 for SR's and serprate on for Indecents.

    1 vote

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  14. It would be beneficial to have the option to delete and edit ticket tags. This would allow for corrections on typos and removal of tags that are no longer relevant.

    4 votes

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  15. 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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  16. 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…

    1 vote

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    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…

    7 votes

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  17. 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.

    18 votes

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

    15 votes

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  19. The purpose of this condition is to allow an automation that can alert another technician that a ticket has been assigned to them but not if you are becoming the assigned tech. Currently there isn't a condition of "Self" that would stop the automation from running when assigning a ticket to yourself. (Example: A tech is out on PTO or needs to assign a ticket to a different tech. They make the assignment change and the rule emails the newly assigned tech.) That works just fine but without the Self condition, when I assign a ticket to myself during standard…

    1 vote

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