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[API] SearchOption
When searching contacts by phone number through the API, the searchOptions.phone filter only matches the Phone field of a contact. It does not match MobilePhone, even though both fields are part of the same
contact record and both are valid phone numbers for that contact.Use case
We are building an automation that needs to identify the calling end-user from their phone number and resolve them to an Atera contact in order to retrieve their tickets,
post comments on their behalf, etc. In real customer data, the mobile number is stored in MobilePhone for the majority of contacts (landline goes to Phone when present). With the current behavior, those
contacts cannot be found via the API search and we have to fall back to listing all contacts and filtering client-side, which is slow and does not scale.Steps to reproduce
- Create or pick a contact whose MobilePhone = 600101010 and whose Phone is empty (or different).
- Call: GET /api/v3/contacts?searchOptions.phone=600101010
- Expected: the contact is returned.
- Actual: empty result. The same call works only if you put the number in Phone.
We have tried number variants (600101010, 34600101010, +34600101010) and combinations of EnableContactsSearch/EnablePartialSearch flags — none of them make the search look at MobilePhone.
Suggested fix
searchOptions.phone should match against Phone and MobilePhone (logical OR), the same way the in-app contact search does. Alternatively, expose searchOptions.mobilePhone as a separate filter so callers can
choose.Current workaround
We list contacts page by page and filter client-side on Phone || MobilePhone. This means N requests per identification and we hit rate limits on tenants with many contacts.
Environment
- Atera REST API v3 (https://app.atera.com/api/v3)
- Tested 2026-04-16
Thanks!
When searching contacts by phone number through the API, the searchOptions.phone filter only matches the Phone field of a contact. It does not match MobilePhone, even though both fields are part of the same
contact record and both are valid phone numbers for that contact.Use case
We are building an automation that needs to identify the calling end-user from their phone number and resolve them to an Atera contact in order to retrieve their tickets,
post comments on their behalf, etc. In real customer data, the mobile number is stored in MobilePhone for the majority of contacts (landline goes…1 vote -
Device Info History - Hostname, Logins, Reboots
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 an additional field, called 'Device hostname', because the simple fact is you can change the name of a device in Atera completely different than the hostname of the device... but both are important, and thus should not be ambiguous.
Device name
Device hostname
Domain
Public IP
Last login
Last rebootFurthermore, it would be good to see the history for the owner info:
Customer
Folder
ContactAnytime a new field is added here, it should also be considered for history tracking. Perhaps there should be a limit on things like 'Public IP' and 'Last reboot' history, but that can easily be an internal setting in the admin console or set to a number that nobody would have a problem with, like 30.
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 -
Patch & Automation Feedback Too Vague
This has to be the single most painful feature for us. The report may as well not exist because it doesn't tell us anything meaningful about 90% of the time, and it is incapable of reporting current progress.
It also lacks any detail around each sub-process start/finish time, as well as the overall finish time of the entire process.
We need something that can provide us with a granular status where each item in a bundle is reported as being started, show any in-progress status that is provided by the installation package, and provide a finish timestamp for each item along the way.
This arbitrary message of "Unable to fetch information from agents." is absolutely ridiculous... why did it fail to fetch? How far did it get in the process? What happened in the process? Is the agent responsive?
MORE DETAILS!!!!!!
This has to be the single most painful feature for us. The report may as well not exist because it doesn't tell us anything meaningful about 90% of the time, and it is incapable of reporting current progress.
It also lacks any detail around each sub-process start/finish time, as well as the overall finish time of the entire process.
We need something that can provide us with a granular status where each item in a bundle is reported as being started, show any in-progress status that is provided by the installation package, and provide a finish timestamp for each item…
1 vote -
Software Bundle Deployment Very Slow
Software Deployment is incredibly slow, and lacks any meaningful feedback during and after the process completes. No matter how many softwares are included in the list, it seems to take nearly an hour to deploy. Meanwhile, when we use a script to deploy a series of Ninite packages, they are done in 20 minutes...
At this point we only install two things from our default software bundle, and it STILL TAKES FOREVER. We don't even know when it really finishes without pulling event logs.
The whole point behind automation is to do it faster than a person... right now the slowest person on our team can get it done in 15 minutes. We expect this to take less than 10 and as much as 15 if we are also installing something big like Microsoft Office.
Software Deployment is incredibly slow, and lacks any meaningful feedback during and after the process completes. No matter how many softwares are included in the list, it seems to take nearly an hour to deploy. Meanwhile, when we use a script to deploy a series of Ninite packages, they are done in 20 minutes...
At this point we only install two things from our default software bundle, and it STILL TAKES FOREVER. We don't even know when it really finishes without pulling event logs.
The whole point behind automation is to do it faster than a person... right now the…
1 vote -
Merge Same Devices but different Types
I would love to be able to merge devices of different types. For instance, a server chassis has the OS layer (agent) but also remote management (snmp). Tracking the fan health of the chassis requires I go into the SNMP device and all alerts are unrelated to the agent itself. It would be nice to merge the two devices so that I can track them as one. Printers are another good example, where I want to track the OID values (snmp) but also be alerted if the web interface (http) is ever not available.
1 vote -
Merge Same Devices but different Types
I would love to be able to merge devices of different types. For instance, a server chassis has the OS layer (agent) but also remote management (snmp). Tracking the fan health of the chassis requires I go into the SNMP device and all alerts are unrelated to the agent itself. It would be nice to merge the two devices so that I can track them as one. Printers are another good example, where I want to track the OID values (snmp) but also be alerted if the web interface (http) is ever not available.
1 vote -
Network Management Platform Monitoring
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 -
API integration with Sangoma PBX to reset voicemail password
Link with Sangoma PBX to pull call recordings and reset voicemail passwords
1 vote -
Email subjects for AI responses
Can we have the ability to customize or put guidelines in place for the email Subjects on Robin/Autopilot's responses in email? We would like to make sure that the ticket number is always listed at the beginning of the subject. It would make it easier to quickly identify the ticket in question if an end user has multiple open tickets in progress.
1 vote -
What software was updated
Can we get detail report of which app was updated.
Currently we can only view the devices that got updated rather than what software was updated on the device.1 vote -
no details of the queued devices that did not get updated when IT automation profile
How do we know if the offline devices got updated when an IT automation profile is set to queue devices for a week or a month .
The report should mention if any of the device got updated when they came online. This will confirm if queuing devices even works.1 vote -
Able to search Custom Fields in Asset Mangement
Or add a default Field for Serialnumber
3 votes -
Ability to delete within tickets PLEASE!
Users often send things to their tickets that are completely unrelated. The tickets get messy. We need a way to delete information that is sent to tickets please!!!!!!!!!
1 vote -
Software Asset Tracking
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 -
Remote access approval different approval settings.
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 -
Ability to copy a ticket
Sometimes I have to create several tickets that have all the same information - it would be helpful if we could "copy" a ticket as a starting point and have it bring over all the info (categories etc.)
1 vote -
Print MULTIPLE Tickets
I would like Atera to have the ability of print multiple tickets.
In the past, I see that someone suggested the Idea and It got moved to production and it's live now.
However...
In my organization, we are ask in a monthly base, to describe and summarize our 'highlights'.
What I have been doing it, it's I go through 20~ tickets manually, select the print option, and save it as a PDF...
Then I use AI to give it formatting base on the ticket in that PDF.
I would like, and I think it will be useful-- to allow multiple tickets to be selected, so you can 'print' all of that selection, so it generates a PDF containing all those tickets merged into a single PDF, instead of various documents.
I would like Atera to have the ability of print multiple tickets.
In the past, I see that someone suggested the Idea and It got moved to production and it's live now.
However...
In my organization, we are ask in a monthly base, to describe and summarize our 'highlights'.
What I have been doing it, it's I go through 20~ tickets manually, select the print option, and save it as a PDF...
Then I use AI to give it formatting base on the ticket in that PDF.
I would like, and I think it will be useful-- to allow multiple…
1 vote -
Ability to filter the run of IT automation and threshold profiles by agent details
If we create an IT automation or threshold profile that's only for Windows Servers then we have to create Profile at each and customer assign every Server to it and then assign every of that Server profiles to the automation profile
That's cumbersome and prone to errors
Much more efficient would be a set of filters at the automation profile, like "is Server" or "is a domain controller" or maony other smart things.
We would just assign am automation oder threshold profile to customers and it runs only at the matching agents
1 vote -
Can ticket automation do follow-ups and close if no answer?
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 -
profil assignment for monitoring, patch management, automation could be more clear
to assigng a profile to a customer or to a , you have to drop down a customer (and a folder) and add ist.
Below you can see the allready assigned.What you can't see are the unassigned.
So you have to drop down an try to see, whats not assigned.
You will miss some.A (expanpandible for Customer-Folder) List of Checkboxes would be much more clear
1 vote
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