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Timesheet / Work Order customizable reports
Ability to generate individual work order summary per ticket
We would like to have a "work order" generated per ticket so that we can send it to the client along with the bill for service. currently, we have to manually type these up in a document and reference ticket#, client name, requestor name, and enter all work details (that would be populated by the time entry notes)
Recommend a work order reports customizer similar to the one used for customizing email templates. Ability to generate a work order for each time entry in a given date range and have it populate the template with the appropriate contents and make the pdf files available for download.
Ability to generate individual work order summary per ticket
We would like to have a "work order" generated per ticket so that we can send it to the client along with the bill for service. currently, we have to manually type these up in a document and reference ticket#, client name, requestor name, and enter all work details (that would be populated by the time entry notes)
Recommend a work order reports customizer similar to the one used for customizing email templates. Ability to generate a work order for each time entry in a given date range and have it…
4 votes -
sort custom field
I created a Custom Field on our Support Portal. It is a dropdown of all our Sites. Is there a way to sort the list alphabetically? We have about 30 sites and it's hard to use the dropdown box if the names are not sorted alphabetically.
5 votes -
Prevent / lock HelpDesk Agent so user cannot exit the app intentionally.
It's too easy for a user to exit the HelpDesk Agent. We would like the ability to "lock" the app. Have a setting in Atera/Customer, that would either grey out the word Exit, or if they clicked it a message would pop-up saying, this feature has been disabled by your administrator.
2 votes -
White label security pop up when installing an agent
When installing an agent, the security pop up is generic and the end user is not familiar with this. Would be helpful to have the ability to white label this pop up, so the end user can recognize the install as ours.
2 votes -
Ability to connect survey results from Atera to Google reviews
Ability to connect survey results from Atera to Google reviews
2 votes -
3rd Party Integration and Not Add-ons
Integrations and not Add-ons = ability to connect your Acronis Account or Sentinel 1 but still have your own license and not pay through Atera
24 votes -
Helpdeskk Agent Improvement
At the moment a tickket can only be schelude if it is created by us.
if the client created the ticket there is no option to schelude the ticket to another date.
Example: "a client has raised a ticket and its about a new start on the 9th of october" ideally we would like to allocate this ticket to the 8th of Oct.
Could we please have a feature within the ticket that would takes to a calendar and we could choose when to do it and I think is not just for this example for any ticket.
Best Regards
BarbaraAt the moment a tickket can only be schelude if it is created by us.
if the client created the ticket there is no option to schelude the ticket to another date.
Example: "a client has raised a ticket and its about a new start on the 9th of october" ideally we would like to allocate this ticket to the 8th of Oct.
Could we please have a feature within the ticket that would takes to a calendar and we could choose when to do it and I think is not just for this example for any ticket.
Best Regards…1 vote -
Password Manager
Password manager within Atera that we can export and provide to customers when needed. Something easy, clean.
152 votes -
Remove Ticket system if not required
We only required this software as monitoring purpose if we don't want ticket system, so you can provide option to disabled ticket system feature from admin panel.
1 vote -
Automation rule send email to previous tech on reassignment
ability to create an automation rule which will notify a tech if a ticket is no longer assigned to them.
we've have instances of techs working tickets that had been reassigned to another tech.2 votes -
Error/Non Existent URL
When on the "Custom Fields" page, The learn more text > "Add, view, or edit custom fields. Learn more" links to here "https://support.atera.com/hc/en-us/articles/4548348716188" which is a non existent article. Please fix this.
2 votes -
Ability to write on the ticket when a technician is on a phone call so it would stop the SLA
Ability to write on the ticket when a technician is on a phone call so it would stop the SLA. Right now, there is no way of doing it so our technician need to send a follow-up email to the client so it stops the SLA from within Atera.
2 votes -
Add emails field to customer Portal form for users to include emails for others they want to include on the helpdesk chain
Users need to be able to add additional email persons to the ticket (such as supervisors) so they can be included in the helpdesk email chain.
1 vote -
Agent Summary Errors (Details)
Receiving emails which is cool, but need a way or a details list of what the errors mean. And then maybe what sollutions can be followed to resolved the error messages on the Agent Summary.
1 vote -
Custom email alerts to customer/contacts
Ability to create and send custom email/text alerts to customer/contacts
6 votes -
Phone system integration for tickets
Phone system integration for tickets
5 votes -
recent processes
Provide more granular permissions in roles to allow us to select Recent processes as its own option instead of having to grant classic reports to everyone.
5 votes -
4 votes
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Allow internal IT departments or customers access their own folder
Have the ability for the customers internal IT department to have access into their own customer in Atera.
2 votes -
Device Import for onboarding new customers
I keep asking for this and seems like an easy lift. When I onboard new customers it would make life so much easier if I could import customer device inventory into the system. Some of my customers have 100's of devices and it is time consuming to add them one at a time!!
3 votes
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