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  1. We offer a variety of services and not all customers have all of our services so it would be good to show/hide product families dependent on the customer.
    We can then setup alot of automations depending on what product family is selected. For instance we offer, IT services, cyber security services, hosted phone & broadband services.
    As an example we might setup automations if a customer selects an option within our "Hosted Phones" product family, but if a customer doesn't use us for their phones then we don't want them to see that product family.
    This would open up a…

    2 votes

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    0 comments  ·  Tickets  ·  Admin →
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  2. There should be an "Export list" option on every query. For example, I need a list of all Devices for a specific Customer, showing the Device name and availability. The Auditor report doesn't even provide the Online/Offline status.

    7 votes

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    0 comments  ·  Reports  ·  Admin →
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  3. Grammarly helps:

    -Improve your team's communication in tickets
    -Create and manage brand tone profile
    -Analytics to help train staff on effective communication
    -Speed up the writing process by using snippets
    -Improves customer service

    1 vote

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  4. Global contracts that can be re-used by multiple customers. Ie - set up 'Break Fix' 'Project' 'Retainer' Etc and then just select which one is default for each customer. Unless I'm (and chat support) missing something. We need to create the same contract/s for each customer... which means that if terms ever change within the business we would then need to change each contract/s for each customer.

    12 votes

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    3 comments  ·  Customers  ·  Admin →
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  5. It would be useful to have a cleaner way of presenting an external webpage as a knowledge article. For instance, you could place the link of a Microsoft knowledge article into your knowledge base as an article and it would automatically glean the information needed to create the title and description. Then if a user clicks on the article, they are sent to the Microsoft webpage relevant to their issue.

    5 votes

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  6. Right now the options in Atera for handling inbound email are to only create tickets for known contacts or to create contacts when emails come in. A 3rd option would help things a ton if we could say to only create contacts, if the email domain is one listed on a customer.

    11 votes

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    2 comments  ·  PSA Tools  ·  Admin →
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  7. If wanted to Create an Out of Hours contract you have to a) do it one at a time for each client or b) do it on one and clone it to the rest.
    I want to be able to create a contract and add it to all customers.

    8 votes

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    0 comments  ·  Customers  ·  Admin →
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  8. Currently, if there are multiple Tickets open from one Contact, and the Agent is changed on one, it is automatically changed on the other. This causes issues in three cases.

    1- If there is a main Contact for a Customer that all requests go through, there will likely be multiple Tickets open for different devices.

    2- For new user/hardware deployments, requests generally come from one Contact. We may get a couple in a row, somewhat overlapped, but unrelated.

    3- If a user has multiple devices and has a ticket open for each, as stated in the request below
    https://atera.uservoice.com/forums/936306-ideas-and-feedback/suggestions/44068440

    It…

    7 votes

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    1 comment  ·  Tickets  ·  Admin →
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  9. I would like to be able not only that my drives are almost full, but also the top 5 folders and/or files consuming the most space on each partition. That would be great to pin point the cause and act quickly. I normally have to use a 3rd party tool to determine the top disk usage by folders and files.

    18 votes

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    1 comment  ·  Agent  ·  Admin →
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  10. Being able to costumize Alert Email for each alert where you can choose what informations the email should contain. Instead of "Machine status unknown..." you can choose what the alert email should say.

    19 votes

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    2 comments  ·  Alerts  ·  Admin →
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  11. Trend Micro has been a go to antivirus and cloud security suite for quite a long time. Bigger competitors of Atera such as Connectwise and Kaseya have Trend integrations.

    25 votes

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  12. Would be awesome if we could run a single audit report on all our clients (vs.) individual reports for each client.

    23 votes

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    0 comments  ·  Reports  ·  Admin →
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  13. Ticket automation to change status of "resolved" to "closed" within a specified amount of time. Would like the ticket status to change automatically.

    7 votes

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    0 comments  ·  Tickets  ·  Admin →
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  14. 14 votes

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    0 comments  ·  Agent  ·  Admin →
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  15. Ability to access KB directly when clicking on the Helpdesk Agent Tab Menu. Easier for our customers to access it instead of opening the "Create a ticket" tab and then going to see the KBs

    1 vote

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  16. Looks like there's no way to select multiple agents while in Folder View. The check box to the left of the agent is missing..
    I.E. if I want to move recently agents from the "Uncategorized" folder to a "Specific Folder" I need to access the agent one by one and change the Agent Relationship or go to All Devices, identify the agents in question and multi-select them to that I can apply the Relationship to all of them at the same time.

    11 votes

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    4 comments  ·  Agent  ·  Admin →
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  17. Today, you can stop, restart and start services that were stopped.

    In order to disable a service, you'd need to remote into the device or run a script.
    Would be great to have that under the service manager

    6 votes

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    2 comments  ·  Devices  ·  Admin →
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  18. Split ticket in activities. every activities should have a different contract. like on site and remote support have different price but ticket is the same.
    Then after ticket is closed contract nedd to be unchangeble.

    3 votes

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    0 comments  ·  Tickets  ·  Admin →
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  19. 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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    0 comments  ·  Tickets  ·  Admin →
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  20. Ability to email a technician when a ticket is about to breach SLA

    16 votes

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