132 results found
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reorganization of the knowledge base
Hello,
The knowledge base configuration is not optimal.
Wouldn't a knowledge base directly in the customer tab be better? This would allow you to see all the customer's information directly in his file, rather than searching in the database where everything is mixed up.4 votes -
Show which custom fields are actively being used in a custom forms?
It would be nice to see what custom fields are actively being used by an existing custom form at a glance. For example if you try to delete a custom field I created,, you get a prompt that the field you are trying to delete is being used by a form. If we could see that in the "new field" windows when managing, deleting or creating new fields, we would know immediately. I also like to do clean up as maintenance and delte fields no longer in use. If I could see that "at a glance" that "Field A" is…
2 votes -
Help Desk portal - easy ticket button
For the love of god put a Create Ticket button on the ticketing portal. There's only 2 things on this screen knowledge base and tickets. More than likely this person is on the tickets screen to put in a ticket. Place it at the top or above the categories for easy access. It's confusing that people have to click Tickets, to make a ticket when they are already on the tickets screen. It's just an unnecessary step.
4 votes -
Atera Help Bot
if Atera Help Bot can be implemented that lets users access SOPs
2 votes -
different levels in the list with the tab key.
Hello,
When we write text with lists, it is not possible to create different levels in the list with the tab key.
For example:
1. Windows Server
1.2 - Getting startedThe same principle applies as in Word when we create lists with the tab key, which automatically shifts the text.
Best regards.
2 votes -
New feature request
When creating a new article at the KB for my clients, I would love to have an hyperlink within the text that redirects clients to give us feedback about the article or share ideas with us. It should allow to click on a word and open their default email client to send us an email (including the email address, and subject). This would give us the needed feedback to understand if the kb is usefull or not.
3 votes -
New user Form
Ability to create a specific new user form with a workflow ability
also allowing us to build the form questions.3 votes -
Option to require the AI assistant looks at the knowledgebase before anything else
When building out our knowledge base (KB) on Atera for the AI assistant to pull from I have noticed that it will sometimes pull an answer from the internet that I do not want instead of checking for a KB article on the topic first.
It would be very helpful to better customize the AI assistant's answers if there were an option to force the AI assistant to review the KB every time before answering.12 votes -
Customer Portal
In the customer portal the description field can be set as obbligatory
1 vote -
rearrange kb article order
It would be nice if there was a way to re-order the KB articles so that they're easier to follow. If the ability exists already, I'm not seeing it.
Say I create KB articles with tips and tricks for OneDrive and I already have 10 articles. Then, I realized I should've created a "What is OneDrive" article. When I create that article, it just places it in a pre-determined order.
It would be nice to have the ability to drag and drop the articles into the order you would like to see them so that their easier to follow for…
1 vote -
one place for customer portal options
All options for the portal should be under one admin section. At the moment the default options for tickets seen and other items are under "Account Settings" I feel all customer portal options should be under "Customer Portal" including customisable options.
10 votes -
Remove Custom Domain for Non-applicable Plans
I am currently on the growth plan and am a bit peeved. It's ridiculous that I am able to set up a custom domain, and on that page, there is no mention that an SSL requires me to upgrade the plan. There is literally zero point in having a custom domain that is not SSL encrypted so having it as an option for Non-applicable plans is idiotic.
11 votes -
Single Sign on for all Plans
Please can Atera consider allowing SSO with Azure AD on all plans (or Expert and above perhaps?) so that our users (who are very familiar with the big Microsoft Log In Button and use it for other systems they use) can use it to log in?
Most modern web applications have this feature built in / available as standard and seems a little unfair that we need to be Enterprise level to have this feature available to us. (We are using IT Department Expert Plan) Thank you!
Even a particular unnamed open source and free ticket system has the ability…
34 votes -
Hebrew wrong translation for Impact dropdown
In Impact (השפעה עסקית) in Hebrew it says
נמוכהbut:
בינוני
גבוה
קריטי
(should be בינונית + גבוהה+ קריטית)1 vote -
KB Text Editor
Could you please fix the text editor when creating knowledge base articles.
I have to create the article in a word document and then copy and paste it into the text box for creating articles.
Half the time it still distorts my text and font after copying and pasting.
Atera is great for the most part but this really makes me not want to create KB articles and I have to create articles, I am a Document Queen!
..Please make my life less stressful and fix this.2 votes -
Markdown for Knowledgebase Articles
I would like the ability to use Markdown when creating a Knowledgebase article.
4 votes -
Seperation of knowledge base for department
Allow the knowledge base to have separate categories for each department. (I.E. accounting software articles for the accounting team only) To ensure there is no unnecessary confusion for end users!
7 votes -
SSO as add-on feature
SSO for the customer portal should be a standard feature. Apparently, it is only available to the Enterprise Level Subscriptions which is very expensive and offers a lot of features that are not as necessary as SSO.
Please ATERA make that available to all5 votes -
Knowledge Base - Category Sorting
When I go in to create new categories for the Knowledge base they are nicely sorted. When I create a new KB it's completely unsorted with no categories. It's a PITA to find the selection I want. It would be super useful to have the category and selection just like the ticketing system. Please fix this!
5 votes -
Alphabetized Knowledge Base
Would be great if it automatically alphabetized the knowledge base categories. It would make looking up important information a lot quicker than having to scroll up and down constantly trying to find an article, especially when your kb has a huge amount of info articles
1 vote
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