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Portal / Form Ticket Template - Improvements (consolidated)
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.,Checkbox or Dropdown - Multiple choice checkboxes or dropdown. I can do most of the forms that I need without multiple selections. This would be SUPER helpful.
Core fields flexibiltiy -
Ability to remove some of the core ticket fields. They are not necessary and just clutter the ticket template. Product category, etc. They will also just confuse the end user.Default field value -
Ability to set a default value for a field, date, Department, etc. That way you could have different variations of a single form that is pre-filled with a lot of the appropriate informationSave prefilled templates -
Ability to store a prefilled template per user so if they create a template they can reuse it. Maybe they could also go into the main store for sharing with othersClick to move
Click anywhere on the custom field to add it to the form. I hate having to click the tiny plus to move it overShow Fields
Option to have fields show on new template, service portal or create ticket in admin portal. ALL of these options show up in the admin portal when creating a ticket. If i set them to mandatory for the template they also become mandatory for the admin portal ticket. Why would this be a good idea? It makes a huge mess.
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.,Checkbox or Dropdown - Multiple choice checkboxes or dropdown. I…
43 votesHi,
Great news! Your idea has been approved and is planned for implementation.
We appreciate your contribution and will keep you informed about the progress and expected release date, as well as here in the portal.
You can also follow this in our Public Roadmap.
Best regards,
The Atera Team
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Access to KB’s from mobile app!
Provide access to KB articles from mobile app
12 votes -
MSP Version: All settings per customer
Atera is sold as an MSP tool, but is completely unsuitable for this.
In particular, EVERY setting must be able to be specified per customer, e.g. whether Anydesk, Slashtop or TeamViewer should be installed. This is a given if you want to sell something as an MSP version...
10 votesHi,
We wanted to let you know that your idea is currently under review by our product team.
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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RingCentral Integration
I would love something native where if a ticket with a particular status is not assigned to a technician after a specific amount of time, it would ring a call group, individual or all people.
We are currently doing this through some very hackey workarounds.
7 votes -
The ability to see ticket audit trail in mobile app
The ability to see ticket audit trail in mobile app That way you can see who put the ticket in, if it was another Admin or an actual user, and can also see if it was merged from another ticket, etc.
6 votes -
Splashtop global setting
a way to globally or automatically disable the following setting in splashtop:
3 dots -> Keyboard Shortcuts -> Enable Splashtop Shortcuts.
this setting intercepts the button combination for entering a backspace and causes the screen to zoom out.
2 votes -
ScreenConnect Customer Session Group Integration
It would be extremely helpful if Atera implemented syncing of customer devices to ScreenConnect session groups, so that groups were automatically created for new customers/devices that have ScreenConnect installed. Other platforms like SuperOps or HaloPSA allow specifying a "Session Group Name" in the ScreenConnect instance properties to sync to a specified group. This prevents having to search for an individual device/domain and instead allows all devices to be visible simply from the customer's session group.
1 vote -
Device Attachment Preview
I am unsure why you can preview in Customers but not in Devices. I am able to preview pictures in Customers but the same attachments in Devices cannot be previewed. They have to be downloaded first. There should be the ability to preview the most common types of files for any attachments across all of Atera or at least Devices. Thank you.
4 votes -
expose CC in API
Currently the API only exposes main contact per ticket and comment. it would be useful to see or use the cc field in tickets via the API.
1 vote -
Show Huntress in Antivirus Field
Add Huntress to be shown in the Antivirus/Antispyware field. Currently just shows windows defender when Huntress is installed.
16 votes -
Able to deploy patches from mobile app
Would be nice to be able to do patching form the mobile device app when you are on the go or need to patch a software but don't have access to a laptop etc.
12 votes -
standard ticket filter
Ticket lists often start with standard filter Status:open/pending
Thats not really helpful because of our self added statuses, like "waiting for material (pending)
So ist would be better, instead of filtering status:open/pending, it would filtering status of type: open/pending
2 votes -
Ability to bulk update fields on asset types
When adding a new Asset Field, you then have to manually go and add the new field to each individual Asset Type one by one. Would be nice to be able to select all necessary Asset Types and do a bulk update to add the new field at one time.
3 votes -
Patching having a bandwidth restriction
Need an option that when a site/folder is selected you can restrict bandwidth used by the agents to pull in updates/patches. We have remote sites that have limited bandwidth, patching has already overloaded the WAN links at the facilities causing an outage. Need to be able to say patch x number of agents in the folder at a time, and restrict the total bandwidth being used by the agents to ensure we do not impact the WAN link of a facility that operates on a 24 hour schedule.
2 votes -
Get MSI/PKG download link via API
Many other services that require an agent to be installed give you the ability to get the download URL via API. It would be great for automating onboarding, with the ability to get the download link for the MSI or PKG/DMG. Thanks!
1 vote -
roboshadow
Vulnerability management integration
6 votes -
Free Dashboard Account
Add the ability to login to a dashboard account for media walls in offices etc so the whole room can view the core dashboard data continuously.
It's V expensive to pay for an account in full for this option when all we need is the dashboard showing on a big screen for visibility.
967 votes -
Zapier new trigger-based on Entry of a new time entry to a ticket
Zapier new trigger-based on Entry of a new time entry to a ticket
1 vote -
kill this website
This website is all but ignored by the dev team. just kill it so we do not get false hope.
the dark mode request is a fiasco and honestly I give up. when my renewal comes due, I may just go elsewhere
6 votes -
Export tickets to pdf
the objective would be to be able to export a summary of the intervention in PDF in order to keep a paper trail signed by the client
16 votes
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