214 results found
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Bulk Add Contract to all Customers
If wanted to Create an Out of Hours contract you have to a) do it one at a time for each client or b) do it on one and clone it to the rest.
I want to be able to create a contract and add it to all customers.8 votes -
User Logon report
Be able to report on logged on users for a workstation. Be able to provide a time and attendance report for users based on their logged on username.
5 votes -
blocked customers
Currently when viewing a customers individual record, One can set the customers as "BLOCKED" ( non payment/late payment etc) The tiny icon overlay is displayed ( from the ranking feature) . My request is:
1) Make this a little bigger or even allow us to create/upload own images and have up to 10 rankings.
2) Make this overlay display function, which is already available, make it available where ever the client is displayed. EVEN on tickets, Lists, etc.
4 votes -
Number of all devices per customer
On the customer overview page, it would be helpful to be able to configure the data to be displayed yourself, or I would have liked to have displayed the number of devices there.
6 votes -
Customer mobile app
It would be good to have a mobile application for users, in order to make an ticket easier and faster. It would be good to download and install custom application by scanning the QR code from the agent, download application and automatically configure account from agent. Today, my users are too lazy to send emails or open portals. Also, if the ticket closes by tehnician, it would be good for the user to confirm the closing of the ticket! Also, it would be good if they could leave a short video, voice message or some other attachment when opening the…
1 vote -
Custom Timezones for Customers
Customers don't have a timezone option at the moment.
I have customers in multiple timezones, so would be handy to have a timezone option for customers so when they say "I submitted a ticket at 8AM" I don't need to do some mental maths to work out when that is.6 votes -
We want to be able to disable/enable a client without losing the data
When you delete a customer, all data under that customer will be deleted. Including contacts, devices, alerts, and tickets. It would be better to replace this with an enable/disable button to not lose the data.
6 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!
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Tabs on customers screen
In the customers view have the ability to have more tabs. We have customers who have Supported Devices that are on full support and these are on monthly contracts, we then have devices that are only on Update support and if we have to go fix something its chargeable and then we also have non supported devices which they get charged for fixing and updating no matter what.
Currently there is no way of making it easy for the tech to split these off if we have a company with 60 devices. We would like the tabs to have the…
1 vote -
Bring back the letters on the top when choosing Client
I would like to see the letter filter brought back in to the Customer page. There is heaps of white space and sometimes it is MUCH quicker to filter by letter than to grab the keyboard and start typing (or scrolling)
2 votes -
Display Customer Rank every where customer is placed.
In the admin section improve the Rank system and allow variables like revenue (last quarter, last year, etc - again allowing us to choose. ) Now when we pull up a default list of tickets we could sort by ranking that is relative to OUR needs.
6 votes -
Create folders to organise Compainies
It would be great to have a way to group customers into folders, say by company type i.e accountants, estate agents or even to group into letters so Acme under A, Beta Corp under B etc etc.
1 vote -
Rank Customization
Customizable rank fields would be helpful for those of us that rank our customers by a different scale. For example I offer three different contracts that associate a customer with a rank. My ranking scale is silver, gold, and platinum.
31 votes -
Customer Template to be used when adding new customers
At present, we create a new customer, download and install the agent which adds the device into Atera RMM. We then have to click on that device and via Relations, assign it to a folder. But that folder is not there so it has to be created manually. We then also have to manually assign profiles to that folder. We have approx 7-8 folders with profiles applied which are the same for 98% of our customers. We have to repeat this process for every new customer we add. This is a very long process and prone to many errors when…
3 votes -
Auto Assign Asset
As a multilocation service desk, it would be beneficial to create an IP-based customer attribute and have devices roll under that customer by default.
1 vote -
Extensions for phone numbers
We used to be able to put phone extensions in a contact's phone number, but with the new update phone numbers are required to be ten digits. I propose a section next to the phone number called "extension" or "ext" where we can put the extension for each contact.
7 votes -
right remote management en licensing
Better and extended permissions settings. We would like to give a specific customer access to remote management only on their own systems. If we create a technician for this, he is allowed far too much and can see far too much within Atera. If you can set the permissions much better on menu items, hiden notes, scripting then we can use this as a service. Perhaps a separate license can be created for this, which gives a customer the right to take over his own systems only and nothing else in the system.
1 vote -
categorize contacts
It would be very helpful is we can categorize contacts, just like in Devices or similar. We can categorize them by department, teams, etc.
Very helpful with larger customers.4 votes -
Categorize passwords
It would be very helpful is we can categorize passwords, just like in Devices or similar.
Office 365, Active Directory, etc. etc.5 votes -
contacts
It would be great to see how many contacts there are for each client - a client contact total.
3 votes -
Export contacts
Ability to export all customer contacts to a csv file (we would use this to update our phone system).
6 votes
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