214 results found
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Ability to run a simple customer list that shows custom fields, i.e. assigned technician
It seems like such a simple thing but we need to be able to run a customer list report. We would also need to include or filter by any added custom fields to the record.
1 vote -
Display Devices that are Online or OFfline
When clicking on Customer (https://app.atera.com/new/customers) you're taken to your list of Customers where you're able to 'Search customer name'( https://app.atera.com/new/customer/#####). On the screen that contains various tabs;Contacts, Contracts,Devices,etc, the line below where the name 'Devices' in bold appears it would nice to see/show; 'Online: ###' and 'Offline:###', and have the ability to click once and those selectioned deivce are shown on the page.
1 vote -
1 vote
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Duplicate or Copy Assets
It would be nice, when adding multiple assets of the same type, to be able to copy them. That would make bulk adding of items such as computers or phones easier.
1 vote -
ZIP code auto populate
ZIP code lookup, ask simply for ZIP and have a setting in the admin portal to default to US or whatever country you do business in. Then one could enter the ZIP code 10019 and New York, NY should auto populate in the city and state field based on that ZIP.
1 vote -
webp
With the conversion of web images to the Webp format. can the upload of customer logos be updated to allow webp images?
1 vote -
add customer right for none admin
I have technicians on the field and they need to add new customers for agent deployement. A none admin should be able to add new customers.
1 vote -
Device Limit for customers
The ability/function to limit how many devices are allocated to each customer depending on the support package provided internally. Doing this through threshold creating would make sense from a user's perspective.
Works great for billing so we as providers understand if someone's breached their limits.
1 vote -
Move custom field under customer at the top
Move custom field under customer at the top
1 vote -
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 -
Search under a client
Searching capabilities under a Client: Under Clients > to be able to search and see IP address for example
1 vote -
Add Licence Key to Contact (Software)
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 -
portal passwords
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 -
More customisation on the "Contract" part
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€/month1 vote -
regroupement clients
Regroupement des clients par Groupe... nous gérons des Groupes Hoteliers ayant chacun X sites.
Nous devons pouvoir regrouper plusieurs clients dans un seul Groupe pour facilité de traitement et de duplication des contrats
Exemple :
Groupe ACCOR
Sites IBIS
Client IBIS ORLY
Client IBIS ROISSY
....
Sites MERCURE
Mercure PARIS SUD
Mercure PAU
....Etc ...
1 vote -
Customer Nickname
Customer Nickname
Customers sometimes have a brand name that is different than the actual company name. Our support agents know the client by the brand names. A custom field can be created, however it is now searchable.
Marking the custom fields searchable in the customer search bar will improve efficiency.
1 vote -
Export off line devices from a customer
To be able to export all off line devices from a customer.
Would be really usefull for a review the offline devices to find out the reson why are off line.
This way we could find any old systems un used systems and also troubleshoot any Atera connectivity issues - showing an active system off line.1 vote -
Information profile client
il serait intéressant de pouvoir ajouter des liens HyperText dans le profile des clients afin de consulter des documents offices 365 propre aux client, afin de compléter les renseignements du client en interne sans passer pars la base de connaissance qui est très limité sur la mis en page.
1 vote -
Go Back button under Customer
Go Back button under Customer. If I am under a specific customer and I want to go to all my customers' list, I need to click back on the search engine rather than a "back" button in Atera.
1 vote -
Password
Secure Custom Fields:
It would be useful to be able to secure custom fields, as unique local admin passwords could be generated for individual agents via scripting.
1 vote
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