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4727 results found
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timesheet email report
Automated Timesheets show the report details but do not show the customer name, please will you add the customer name.
1 vote -
Customer Satisfaction results in API
It would be great to get Customer Satisfaction results via the API.
The report available in the platform currently lists all results for each ticket but I would really like to get an overall for each customer and all customers.
6 votes -
After work on a ticket for a particular customer you are taken back to all tickets, not just tickets for that customer. I
After working on a ticket for a particular customer you are taken back to all tickets, not just tickets for that customer. It requires several unnecessary keystrokes to get back to where you were.
2 votes -
10 votes
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Dynamically move agents to customers folders
Dynamically assign an agent to a customer folder based on the device host name
e.g PC name = Customer-Admin-01 is moved to the Admin folder for that customer4 votes -
API: Find out if a time entry has been invoiced
NEED:
We need to be able to verify through API the INVOICED (True/False) of any time entry.EXPLANATION:
Currently, the only way to find out whether a billable time entry has been invoiced is to run the "Timesheet Report", export everything (because you can't filter by billable and invoiced status), export to excel and filter.WHY:
We came across multiple instances where we have an old time entry that someone did not make it to invoicing and doesn't show on the invoice batch screen. Being that THE HEART OF MSP business is to bill for time spent, we need to be able to develop our own script to verify that time entries have been properly billed.HOW:
Currently the only way we have to find time entries is through
"get /api/v3/tickets/{ticketId}/workhoursrecords" which forces us to parse all tickets, and for each ticket call the above API. It returns the property "Billable" True/False, but not "Invoiced".
We need to know the Invoice status and the invoice number it was invoiced under.Ideally, being able to query all time entries directly, without having to specify a ticket number, would be a lot better, faster, and generate less traffic on Atera's API servers. We could search by Customer, Billed-Status, Invoice-Status, Date, etc.
NEED:
We need to be able to verify through API the INVOICED (True/False) of any time entry.EXPLANATION:
Currently, the only way to find out whether a billable time entry has been invoiced is to run the "Timesheet Report", export everything (because you can't filter by billable and invoiced status), export to excel and filter.WHY:
We came across multiple instances where we have an old time entry that someone did not make it to invoicing and doesn't show on the invoice batch screen. Being that THE HEART OF MSP business is to bill for time spent, we need to…6 votes -
PowerShell
Improve PowerShell's interactive functionality.
- Typing part of a command and pressing Tab key to automatically expand the command does not work.
- Commands that needs to open a new process (prompt for input), multi-process when the output of the command is interactive and has more than one. PShell does sits there and does nothing.These functionalities works great with Kaseya.
4 votes -
train AI bot on company site for tone
Hello! I was wondering if it would be possible to point our AI agent at our own website to have it base its tone off our existing writing so that it interacts with end users with the same tone and verbiage that we use.
3 votes -
Customize Dashboard and Reports
Customize Dashboard and Reports
54 votesHello,
I wanted to give you visibility into our Q3 roadmap as it relates to your feature request.
We are planning to embed Looker by Google, the industry leading tool for report generation. With this enhancement, a new set of reports will be made available to view on our Growth and Power tiers. Users on our Power tier will be able to create their own custom reports to display the information they need to make data-driven decisions, every time.
Stay tuned for our Product Release notifications
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Log files
- Log files: devices that maintain a CIS logs (firewall etc), to have that in a central utility. Meant for troubleshooting. Not just security. We are looking at products and we are leaning towards a product of Solar winds called paper trail. Type of service that many IT are leaning towards.
1 vote -
Set Contract Period to more than a year.
A lot of vender warrenty contracts are for more than a year. Typically 2, 3, 5 year.
So it would be great to be able to set a contract period to a flexible number of years.
When choosing "flexible years" a number field could show up for the number of years wanted.2 votes -
Ability to bill for Bitdefender or Webroot directly via atera
Ability to bill for Bitdefender or Webroot directly via atera
2 votes -
default tickets unassigned when manually created
Create a way or option to default the tickets that are manually created to be unassigned so technicians can assign them to themselves from the unassigned queue/bucket.
1 vote -
Integration with More AV
Integration with more antivirus solutions, Eset for example.
83 votesWe plan to expand our AV integrations in the near future. Thanks for your feedback!
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IT automation profile failure alerts
It would be great if we can add a threshold around patch management to send alerts out if patches are failed to apply, or if the automation task does not run for some reason
19 votes -
Modify default view
Make it possible to modify the default view in the tickets to add custom status other than Open and On Hold.
1 vote -
During Azure "Import Setup", add "Company Name" to classification options
Long story short: Add "Company Name" to the list of classification options during Azure AD Synchronization Setup
JUSTIFICATION
When trying to use the "Import Setup" step of the Azure AD sync, only "Office" and "Department" are listed as options for identifying which Site to add the users to. In our business case I'm over IT for 6 separate operating entities under one umbrella company (each daughter company has its own set of offices and departments so using either of these fields would get messy fast). On top of this, all of our companies work together to some extent, so we run all of IT through the umbrella company on a single Azure tenant with 500+ user accounts.
What we really need is the ability to create each daughter company as a "Site", and have the "Company Name" field available to select during the "Import Setup" stage as a classification option. Our AD users have this field populated and this would allow us to organize Atera to work with the way our company operates. We plan for each holding and daughter company to be its own "Site". Without this option the usefulness of Azure AD sync is greatly diminished for us.
Long story short: Add "Company Name" to the list of classification options during Azure AD Synchronization Setup
JUSTIFICATION
When trying to use the "Import Setup" step of the Azure AD sync, only "Office" and "Department" are listed as options for identifying which Site to add the users to. In our business case I'm over IT for 6 separate operating entities under one umbrella company (each daughter company has its own set of offices and departments so using either of these fields would get messy fast). On top of this, all of our companies work together to some extent, so we…
1 vote -
A Monthly Service Desk Report Summary
A generic monthly service desk report would be amazing to provide to clients every month which shows the number of tickets received, pending, resolved and outstanding. the SLA for the month, patch report. most popular ticket categories and their next level sub cat. top, say 10, alerts. and maybe a user list (so they can confirm the correct amount) - just a generic of the most popular items to deliver to a client in a monthly service desk meeting - and one we can send to them
1 vote -
Ability to archive retired devices
I want to be able to show my customers what machines have been replaced over the replacement cycle, so I do not want to delete retired machines from atera, I want to be able to mark them as retired and exclude them from everything except a retired assets report.
The current system of hide devices not seen for X days is not the same thing, Just because a device has not been switched on for say 300 days, does not mean that I do not need to know of it's existence for the fixed assets register.
321 votesHi,
We wanted to let you know that your idea is currently under review by our product team. We are evaluating its alignment with our product roadmap and its potential benefits to our users.
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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Make an option for tickets the default mobile view upon opening
When going into the app, make an option for what opens first. We only need the ticket system and it's a pain for an extra step.
3 votes
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