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  1. There are many ideas like this one, but they are limited to very specific things - most of them targeting the user history.

    We need more than just user history, we need ALL history. Most things on the Overview page should have their own history tracking. Sure, things might be tracked in the activity log - but sometimes we need very specific information that may not be logged at all.

    First and foremost, every one of these fields should have a little icon next to them to display the history of the field. You will also note I have included…

    4 votes

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  2. Integrate connection to Network Management platforms (ie; Ubiquiti, Cisco). Allow for device update and other notifications directly in Atera. Also links to platform website that opens in another tab directly to the selected site, device or setting. This could also be used for asset management integration for warranty and RMA submition or status.

    2 votes

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  3. We're looking for a way to store and manage software assets. For example, if we have 20 licenses of Adobe Acrobat, we would like to create the asset in Atera, know how many licenses we have, it's renewal date, and who the asset has been assigned to. This would be great for Microsoft 365, Atlassian, and other software licenses we need to track/manage.

    It would also be great if we can upload contracts/documents with the asset.

    22 votes

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  4. Need different approval settings for remote access based on the device type. I want my helpdesk technicians to be required to get user approval to work on their system, but my server admins should not need approval to remote into a server since there is no one at the server to allow the access. This could be based on the role in the platform like Admins can skip the request, while technicians are required to get the approval.

    5 votes

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  5. We've been trying to find a way to implement automated tickets follow-ups (using "activity status" and "hours since status changed") but can't seem to get it to work. Has anyone been able to make it happen? Currently, there is no trigger for Activity Status just Status. We cannot mark the ticket as Pending everytime to trigger this automation. Defeats the purpose of an automation it will have be done manually. I found a reddit article replied by Atera (3 years ago) and still no change. https://www.reddit.com/r/atera/comments/zevva9/can_ticket_automation_do_followups_and_close_if/

    1 vote

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    1 comment  ·  Tickets  ·  Admin →
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  6. Feature Request: Patch Management Improvements

    1. Logical Stacking / Grouping of Patch Versions

    Issue:
    Patch Management currently displays multiple versions of the same patch as separate items, leading to:

    • A cluttered list
    • Difficulty identifying the latest relevant version
    • Confusing or inaccurate reporting
    • Inefficient patch evaluation workflows

    Requested Enhancement:

    • Introduce logic to group or stack all versions of the same patch under a single collapsed entry.
    • Display only the latest applicable version by default.
    • Allow users to optionally expand to see historical versions if needed.

    2. Ability to Hide or Filter Out Specific Patches

    Issue:
    Customers cannot hide outdated or irrelevant…

    3 votes

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    0 comments  ·  PSA Tools  ·  Admin →
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  7. To download and install the QuickBooks Tool Hub, first download the most recent version (1.6.0.8) of it from the official website. Then, open the QuickBooksToolHub.exe file you downloaded, and follow the guide on your screen to install it.

    https://proadvisorsolutions.com/blog/quickbooks-tool-hub/

    5 votes

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    1 comment  ·  QuickBooks  ·  Admin →
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  8. We need Atera's RMM agent to natively report granular physical device information. Currently, we cannot automatically determine which RAM slots (DIMMs) are occupied/free, or get a detailed mapping of connected controllers (USB, SCSI, IDE) and their corresponding slots and ports. This data is critical for accurate remote inventory management, planning hardware upgrades, and troubleshooting port-level issues without requiring a physical check. Please implement a native function to capture and display this data on the asset page.

    4 votes

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  9. We have clients that require us to bill by Department. It would be great if the Contacts screen had an additional field, that displays right under the the Cusomer Name, "Department", so it is viewable on on the Ticket details screen in the Contact info area.

    3 votes

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  10. The ability to generate simple reports for a client based on a singular category such as OS Version or a specific hardware specification such as the companies devices RAM capacity.

    3 votes

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    0 comments  ·  Reports  ·  Admin →
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  11. Add signature options to mobile apps for technicians. Currently it doesn’t pull them through from profile so responses done on mobile app don’t include a signature

    2 votes

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    0 comments  ·  Mobile App  ·  Admin →
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  12. A centralized way to schedule reports to their receivers so they aren't tied to specific technician as that solution is not manageable in the long run. Managing customer facing reports shouldn't be tied to a single technician and automation/scheduling on reports would be beneficial to be open to all technicians or tied to a role.

    1 vote

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    0 comments  ·  Reports  ·  Admin →
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  13. API, GET contacts
    add CustomerID filter option (obtain contacts for a specific customer)

    add Sync Source information (Entra = True)) into Contact data,
    add also to GET /api/v3/contacts/{contactId}

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  14. Introducing a built-in calendar within Atera would greatly improve workflow by allowing users to view, manage, and schedule tickets all in one place. This would reduce time spent switching between applications, streamline ticket creation, and enhance overall productivity for teams. We strongly encourage Atera to consider developing an internal calendar feature to better support technicians and improve the user experience.

    1) View schedules in real time – Technicians can instantly see their assigned tickets, appointments, and availability in one place.
    2) Assign and update tickets quickly – Dispatchers can schedule, reschedule, or reassign jobs without leaving the system.
    3) Stay…

    1 vote

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    0 comments  ·  Tickets  ·  Admin →
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  15. An option to integrate with email providers i.e. Microsoft via API calls rather than forwards.

    This would allow emails/tickets to be pulled in fast, secure and minimises the amount of issues that can arise from email forwards and can help prevent ETP systems from double scanning emails that have already been checked (reducing hops and preventing further delivery issues)

    2 votes

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    0 comments  ·  Tickets  ·  Admin →
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  16. When an alert is triggered I could care less to see the event. I want to see the title of the rule. That is the only thing that means anything to me. I can always look at the event log in the detail. THis is a major pain point as I either need to keep a list handy or click on each one to see what the issue actually is. Very annoying.

    1 vote

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    0 comments  ·  Alerts  ·  Admin →
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  17. Please place a favorite drop down at the top of the screen. I am constantly navigating to the same places. We should be able to tag any page, report, etc.

    1 vote

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    0 comments  ·  Dashboard  ·  Admin →
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  18. We have multiple sites and users that go from site to site. Please allow us to add users to more than one site so we can have accurate users assigned to those tickets.

    1 vote

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    0 comments  ·  Tickets  ·  Admin →
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  19. Atera Autopilot (Robin) currently doesn't have the ability to access a user's Mobile Number. This would be helpful when a user tries to perform a password reset so Autopilot can ask them to verify the number so they know it will be sent to the correct mobile device. The whole number does not have to be displayed, you could display just the last 4 digits or so of the number and ask the your to verify if it is the correct number before sending the reset password to it.

    1 vote

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    0 comments  ·  IT Autopilot  ·  Admin →
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  20. When creating new ticket forms and selecting a dropdown with dependencies, there is only one child layer option. It would simplify our setup if we could include multiple child levels. I have attached an example of the current option and the desired option.

    2 votes

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    0 comments  ·  Tickets  ·  Admin →
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