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  1. Notes under passwords needs to be expandable. Most account have addition information and PIN's etc.
    Example below

    Acc#
    PIN#
    Serial #
    Product key#
    Main contact#

    3 votes

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  2. The current "Ticket Created email" automation rule works well most of the time. However, when we need to get a third-party support company involved, they often have an equivalent system that sends an automatic "Ticket Created" email, that creates a new Atera ticket, and sends back a "Ticket Created" email, ad infinitum. In our case we had 18 new tickets created in the seven minutes until we noticed the loop. If someone had not been looking at the Unattended queue, it could have been many more.

    My idea is for Atera to be able to identify a "Ticket Created email"…

    4 votes

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    0 comments  ·  Tickets  ·  Admin →
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  3. Payment (invoice) from atera and webroot are sent via an email. This information is not sufficient for administration. I would like the invoices that can be found in Atera (admin-subscription-Invoices) to simply be emailed as a PDF to a mail address that we can enter ourselves. In our case the administration of our company.

    25 votes

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  4. Have a add in tab in outlook to create a ticket and assign a ticket straight from outlook itself. Instead of having to assign the ticket in Atera.

    31 votes

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    0 comments  ·  Tickets  ·  Admin →
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  5. Need a device filter added for assigned threshold profiles. We need to easily filter devices to see which may not have a threshold profile assigned at all. Or that do not have the correct threshold profiles assigned. And then be able to add them via a multi check box.

    3 votes

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  6. Custom Assets

    Should be able re-organize which fields shows in the dashboard, instead of the default Name, Type, Folder and Contact.

    Also an option for the date field to have an alert. For example if you are tracking support services renewals for the customer, it should alert you when renewal is within 30 days.

    15 votes

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  7. The customers table should show how many devices each customer has, and optionally how many are online. Bulk onboarding agents is more painful than it needs to be without this.

    3 votes

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    0 comments  ·  Customers  ·  Admin →
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  8. Is it possible to allow the current API ton include Serial Number, Device Manufacturer, or Device Model.

    3 votes

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  9. Trigger for generating a new ticket if patches are applied manually through devices tab by a technician. Seeing as this is a manual action by a technician and not done through automatic patch management it would warrant a ticket being generated for a specific agent/contact with a relevant time entry.

    4 votes

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  10. Are you struggling to keep track of your customers info (i.e., files, addresses, passwords)? Interested in a documentation management integration?

    1,224 votes

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    Under Review  ·  21 comments  ·  PSA Tools  ·  Admin →
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  11. I'm finding that the audit log is lacking as far as drilling down changes that were made. Some really important things would be being able to:
    -search/filter by customer name
    -search/filter by device name
    -search/filter by customer folder

    2 votes

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  12. The ability to get an alert if a device is offline for so long, like say an hour, instead of getting an alert for a device going offline, when it is only restarting or something similar

    2 votes

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  13. Create an option to pull reports on knowledge base as to who viewed and how much times the articles was viewed

    5 votes

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  14. This terminology needs improving
    Retired devices should be renamed to "Infrequent Devices" and in general settings moved to section called reporting rather than agent settings and described as the "Infrequent devices threshold".
    Just because a machine has not been switched on recently, does not mean it is retired! - it could be a laptop that is only used twice a year as a standby, but just should be excluded from certain patch compliance reports etc.

    proper retirement of machines is a whole different feature as per https://atera.uservoice.com/forums/936306-ideas-and-feedback/suggestions/44000010-ability-to-archive-retired-devices

    5 votes

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    0 comments  ·  Devices  ·  Admin →
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  15. Auto-healing script log.

    There is no way of knowing a script has run against an agent or see its output if it was executed as part of an Auto-healing script in a Threshold Profile.

    You can see if a Technician runs a script & see its output, just not if it was automatic.

    Needs to be logged in the Recent Processes so a timeline of actions can be viewed & also in the Audit Log for audit purposes.

    21 votes

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    1 comment  ·  Alerts  ·  Admin →
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  16. Install agent on Synology, QNAP or Raspberry Pi. As we move to more cloud and Saas based offerings, the days when people had dedicated servers in the office is going away. As such I would like to be able to install the agent on another type of device like a NAS.

    343 votes

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    6 comments  ·  Agent  ·  Admin →
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    Nice! The feature you requested is being reviewed by our product team. We’ll keep an eye on the number of votes, and let you know if a decision is reached to implement. Thank you for being a partner in our process!

  17. It would be good to know the author/source of a Knowlege Base article. We have several contributors and it would be good to know the source to check validity, follow up with them for clarification, reward those that are frequent/prolific contributors of KB articles. We can already see the creation date. It should be fairly easy to add a field for Author/Creator of KBs.

    1 vote

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    0 comments  ·  Admin →
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  18. I'm working on importing users via CSV due to severe limitations on Azure AD sync (https://atera.uservoice.com/forums/936306-ideas-and-feedback/suggestions/47085382-azure-ad-group-sync-query-group-name-to-get-aroun).

    The CSV import works great - thank you for providing us with this option! However - can we please get the ability to also import the Department field?

    The response I got from Atera Support was this:

    "
    At this moment, there is no option to add a Department when uploading a list of contacts.
    As there no API call that can update the relationship between a Contact and a Department, I am afraid the only option to update this information is…

    5 votes

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    1 comment  ·  Admin & Core  ·  Admin →
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  19. The dropdown when assigning an agent to a ticket should show the current user, as only this way we know which device has the problem (as users don't always work at the same PC)

    1 vote

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    0 comments  ·  Tickets  ·  Admin →
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  20. It would be convenient if files could be attached to a ticket.
    A current workaround is to create an internal note and then attach the file, but then it becomes necessary to search for the file in the ticket history whenever the ticket becomes longer.

    1 vote

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    0 comments  ·  Tickets  ·  Admin →
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