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  1. 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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  2. Terminate Splashtop SOS sessions directly from Atera when the session limit message appears, instead of waiting one hour for them to expire automatically

    1 vote

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    0 comments  ·  Splashtop  ·  Admin →
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  3. When there are more than (on my screen) 13 ticket tabs open, you get a "x more" (x being a number) stack to the right.
    I cannot find an option to close open tabs in that list.
    Please add an "x"-Button next to ticket title in that list.

    1 vote

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    0 comments  ·  Tickets  ·  Admin →
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  4. 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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  5. 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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  6. 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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  7. 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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  8. 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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  9. 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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  10. 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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  11. An alert is created when a customer or device has more than xx number of patches. This would indicate that the device is failing to run patches/offline and requires investigation.

    The idea would greatly assist us as the current schedule report takes so long to go through with so many devices to check

    38 votes

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    5 comments  ·  Alerts  ·  Admin →
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  12. 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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  13. 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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  14. 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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  15. 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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  16. Please add the ability to set default ticket form by customer.
    for MSP's customers have different requirements and needs. I have customers who require users to answer questions like "Problem Type" and the user can select "Website" or "ERP" which we can use to assign the ticket to the correct person/team or report on. i don't want that showing for every customer and i don't want to have a dropdown for "Select ticket form" that can show my customers that i have other customers.

    1 vote

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    0 comments  ·  Tickets  ·  Admin →
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  17. The date format should generally be configurable, and in communication with the API, it should at least conform to ISO 8061

    2 votes

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  18. We have a lot of ticket automations and patch management automations set up as every customer needs things set up a little different. Over time, this adds up and makes the automation pages feel very cluttered. It would be nice to have a way to organize these, ideally by customer. For ticket automations in particular, if it's broken down by customer, the ticket automations would only run for that customer. So, you could have general ticket automations and customer-specific ticket automations.

    3 votes

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  19. Include the department as a sync'd field with Entra ID integration

    4 votes

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  20. Automatically update the Mac agents to the latest version.

    1 vote

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    0 comments  ·  Agent  ·  Admin →
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