212 results found
-
Include the option of specifying additional email address' for each customer.
Some users have and send support requests from multiple emails or aliases. This results in tickets not getting assigned to the correct contact. Syncro, Automate, and other PSA already have the ability to specify additional email addresses per contact.
2 votes -
Add multiple Addresses
It would be nice to add option to add multiple Addresses (Street, City, etc.) for a single Customer that has more than 1 location.
3 votes -
Ability to filter machines in a folder view to shown offline machines only
Ability to filter machines in a folder view to shown offline machines only.
2 votes -
i would like to add a system deploy or install date
I would like have a field in the agent windows that allows to put in a system deploy and warranty expiration date ( Age of the system). This would be a tremendous help for replacing systems in the field .
8 votes -
Password Reassignment
under the Customer Password that this can be reassigned to other Contact , as sometimes the passwords are Company accounts or contact leave and others take over the accounts. so not having to recreate everytime we need to reallocate that password would be nice.
3 votes -
Move custom field under customer at the top
Move custom field under customer at the top
1 vote -
Return of Alphabetical selections on Customer page
Before the update, on the Customer page you had the alphabet laid out so you could say, click "S" to show customers beginning with "S" and so on.
Now we just have a long list of customers to scroll through which can be frustrating.
Could the alphabetical selection please return?
46 votesNice! The feature you requested is being considered for development. 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!
-
add an option/button to send / resend a user's customer portal to the user
My current configuration to trigger Atera to send the customer portal credentials is after a new contact is added.
This is a great feature but, what if your user/contact requested you to resend or reset his customer portal password? I think an option to send / resend will be a great addition to this section as oppose to sending it manually.
I hope you will grant this request. It would make it so much convenient and easier.
47 votesNice! 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!
-
Send a mail to newly added contact working with CSV import
For now, the option "sending a mail to newly added contact" doesn't work with contacts added with a CSV import, which is a big issue if you want to send their IDs to those contacts when their accounts are created.
5 votes -
sort by column
hello,
we want to sort by column in the Ticket view.
by clicking on the column.
for the moment we have to clic filters, then select the field to sort, select the way to sort. then again press ok
Too more clic indeed !
Br17 votes -
view password without reviling it.
Sometimes the end user is close by, and you need to copy the admin password so it would help to have the option to copy the password without reviling it.
46 votesNice! The feature you requested is being considered for development. 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!
-
Device Navigation within Customer screen
When viewing a device for a customer, it would be nice to go to the next device without having to return to the customer's page.
For clients with 40+ devices, it would save time to be able to go forward & backwards in the list of devices.
3 votes -
Show name of user under device view under clients
Under sites > clients > device > name of the device : it would be nice to have the user name ( sometimes the log user is generic so we do not know who it is under)
1 vote -
assign default technician
It would be very helpful if each client had the option to assign a default technician so that when a new ticket comes in from the client the tech is notified
5 votes -
Custom Fields per client
ability to assign custom fields per customer
42 votesNice! The feature you requested is being considered for development. 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!
-
Custom Fields Wishlist - Compiled from my ideas and others.
There are a lot of good ideas for the custom fields. But, I want to add my 2 cents also.
When filtering devices, we should be able to filter by custom field from the above level. i.e. devices should be able to be filtered by a custom field from the associated customer.
Add Custom field filtering to the customer level.
Need to add new custom field types: image, textarea, and hidden. I don't need to SEE all of the info on my customer or device screen. (make sure I can still edit it though)
It would be neat to have…
5 votes -
More devices visible in Customer
More devices visible in Customer
As of the time of writing when you open a customer and switch to the Devices tab, then select All you are only able to see the first ten computers and must changes pages to view more. Having the ability to either:
Click on a drop down and adjust the number of devices visible from 10 to say 25, 50, 100 etc
Open the Devices page with a filter pre-applied for the customer you navigated from
This has the added benefit of actually making the devices screen useful once you have more than 15-20 customers4 votes -
Contacts delete
delete many users at the same time
25 votesNice! 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!
-
client notes
It would be nice to have the ability to add notes to a customers file and have them displayed to Technicians when creating tickets. this could be used to relay information about specific billing arangments, work authorisations required and even if a customer has been put on credit hold.
An extention of this would be to also incorporate notes in Contracts to allso display when choosing a contract which will assit technicians to select the correct one when multiple exist
34 votesNice! 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!
-
Mulit Monitor Support
We Including CUSTOMER need to be able to have MulitMonitor Support. Atera is charging 5.00 for a WORK AT HOME its very striped down on features. In the Customer perspective my CLients need to have MultiMonitor Support
8 votes
- Don't see your idea?