General improvements

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robin.nordlander
robin.nordlander Member Posts: 4
edited December 2023 in Got an idea?

Hey,

After evaluating Atera for a couple of weeks I want to propose the following improvements:

Default Time-Entry for Tickets: Implementing a feature to set a default time-entry based on customer contracts (30/60 minutes) can streamline ticket handling and ensure billing consistency. This could reduce manual entry errors and improve the efficiency of the ticketing process.

Custom Departments and Auto-Assignment: Creating custom departments within your company on Atera and enabling auto-assignment of tickets to these departments can improve the workflow. Separating rates for each department also allows for more accurate billing and resource allocation, aligning with different service levels or expertise areas within your organization.

Changing Default Ticket Type: The ability to change the default ticket type from 'Incident' to 'Change' (or other categories) would offer flexibility in how tickets are categorized and processed. This could align better with your internal processes and reporting requirements.

Email Forwarding Without Changing Ticket-Requester Info: Allowing emails to be forwarded to your sales department while keeping the original ticket-requester information intact is crucial for maintaining a clear communication chain. This feature would ensure that the context and history of a request are not lost when involving different departments.

Comments

  • tanderson
    tanderson Member Posts: 208 ✭✭✭✭
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    @robin.nordlander You can have a default time entry setup. Go to Admin — Support & Ticketing — Ticket Settings and see the Time Entries section.

    Hope that is what you are looking for.

  • robin.nordlander
    robin.nordlander Member Posts: 4
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    Hi,

    Yes I know, and we have a Default duration set. However, the technician must still manually register a time entry to every ticket and there is no way for me to force this action through automation or other processes.

  • nina
    nina Administrator Posts: 428 admin
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    @Yakov FYI ⬆️

  • jgerman3
    jgerman3 Member Posts: 1
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    I second this, also we noticed that you're not able to modify the customer a ticket is assigned to. You can change the contact and it'll auto assign the ticket to the new customer but this is just a work around for us. We typically use Atera ticketing for internal purposes and it isn't client facing.

    A workaround which isn't ideal is to create a new "contact" named something like "$client (internal)" and use that as a reassigning the ticket.

    In short it'd be nice to just be able to assign a ticket to a customer without assigning a contact too. It's just more un-needed steps for an MSP.