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  1. When setting up Atera with new users, for people not on Office 365, adding new users one at a time automatically e-mails that user with their username/password - when importing a list of new users from a CSV file, the e-mail is not sent. It would be a nice improvement to have it send the e-mail when importing a list.

    3 votes

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    1 comment  ·  Customers  ·  Admin →
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  2. We have added custom ticket status' but when viewing a customer's tickets page it only ever selects :open" and "pending" by default and meeds to have your custom ones selected EVERY time you go back to that page.

    We should have a way that we can set what ones are preselected by default so that we can see the tickets we need to for each customer quicker and easier

    4 votes

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    1 comment  ·  Customers  ·  Admin →
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  3. Currently, it is possible to create a new customer using the API. From here, I can even create folders under the customer. I can even assign a threshold to a folder.

    The only thing I am missing, is the ability to set Patch automation profiles to the folders.

    This means that adding a customer is still a 2 fold job. Running a script and manually adding the correct patch automation profiles.

    2 votes

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    0 comments  ·  Customers  ·  Admin →
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  4. Please consider adding the option to select multiple Contacts within a customer to move, delete, or update

    5 votes

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    0 comments  ·  Customers  ·  Admin →
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  5. Please bring back the Customer A-Z lookup feature!

    Or at least give me some other control of how my customers are displayed within the Atera portal:

    https://app.atera.com/new/customers

    I liked the old way better when I could choose alphabetically from A-Z to quickly jump to a location.

    Currently, when I try to scroll, it has an annoying lag to get to the bottom of the page. Therefore, I would like to go back to the old display, or somehow add back the “A-Z” selection.

    6 votes

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    1 comment  ·  Customers  ·  Admin →
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  6. 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

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    0 comments  ·  Customers  ·  Admin →
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  7. I would like to have the ability to set each customer's remote preference as Attended or Unattended. This would be ideal for different customer types.

    2 votes

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    0 comments  ·  Customers  ·  Admin →
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  8. 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.

    3 votes

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    0 comments  ·  Customers  ·  Admin →
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  9. Ability to filter machines in a folder view to shown offline machines only.

    2 votes

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    0 comments  ·  Customers  ·  Admin →
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  10. Have a selection to not reply to certain contacts (still accept tickets, but not reply to them) - for example we have a selection of customers backups / ups etc notifications come in from non-existent email addresses, the ticket created is solely for our purpose and the senders address isn't connected to a mailbox - so it generantes a DNR email when Atera replies to the non-existing email address - just a minor annoyance :)

    3 votes

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    1 comment  ·  Customers  ·  Admin →
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  11. Provide an option to select multiple users and update/delete in bulk.

    14 votes

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    0 comments  ·  Customers  ·  Admin →
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  12. Searching capabilities under a Client: Under Clients > to be able to search and see IP address for example

    1 vote

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    0 comments  ·  Customers  ·  Admin →
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  13. Welcome automation emails only work when contacts are created individually for each customer. Importing customers with CSV or syncing with AD azure doesn't send the welcome email automatically to new contacts.

    Welcome emails are the first interaction with new customer employees. This is highly recommended.

    26 votes

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    3 comments  ·  Customers  ·  Admin →
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  14. 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

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    0 comments  ·  Customers  ·  Admin →
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  15. When we add a customer, there are only 3 ranks. Gold, Silver and Block. We have 4 different names for our clients. But we can't use them in Atera.
    Can you make the possible for us to add different ranks for each customer.
    It will make it easier when a tech looks to know what lever of support that customer gets.

    Right now its useless, you give 2 ranks and blocked.
    It doesn't make sense.

    6 votes

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    0 comments  ·  Customers  ·  Admin →
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  16. 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

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    0 comments  ·  Customers  ·  Admin →
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  17. We have about 60 employees but not all of them use all the same software would be nice under contacts to be able to add software ex: Adobe CC or Adobe Acrobat Pro and add their license key. So If I go under a contact I can easily see the key of their license product (re-install purpose) and at the same time keep a list of all the software use for that company.

    1 vote

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    0 comments  ·  Customers  ·  Admin →
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  18. Bulk reset and/or re-issuing bulk portal details if not using the Welcome email facility. i.e. a separate email to go to people, with their portal details, without logging a ticket. We chose not to use the welcome email option.

    1 vote

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    0 comments  ·  Customers  ·  Admin →
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  19. Be able to add several "services" to a contract.

    For example :

    Customer 1 contract :
    - 365 : 10€ / u
    - Server: 50€/month
    - Computer: 30€/month
    - Network: 100€/month

    1 vote

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    0 comments  ·  Customers  ·  Admin →
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  20. Would be helpful to have a count of all devices that are on each tab. e.g. All would display the total number of devices, Favorites how many have been starred etc.

    16 votes

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    2 comments  ·  Customers  ·  Admin →
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