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212 results found

  1. To be able to upload folders under attachments would be nice

    2 votes

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    0 comments  ·  Customers  ·  Admin →
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  2. Dashboard under each client with information that we select. A table view of last login time, IP address. This will allow us to see a healthy snapshot or shows us where we need to fix issues

    2 votes

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  3. 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

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    0 comments  ·  Customers  ·  Admin →
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  4. Multi-tenant customer management:
    Within our organization we are one of 14 different branches, to our knowledge Atera does not currently have any way for us to associate a customer to which branches provide that customer with support. For example, say we have 3 branches and 6 Unique Customers we need to be able to associate the customers as per the below:
    Parent Company
    - Branch A

    Customer A
    Customer B

    • Branch B

      Customer A
      Customer B
      Customer C

    • Branch C

      Customer A
      Customer D
      Customer E
      Customer F

    It would also be helpful to have dashboard views and alerts that…

    10 votes

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    0 comments  ·  Customers  ·  Admin →
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  5. I'd like to see a dedicated dashboard per client basis but also something that they could monitor themselves but with a delay that could be set by the administrator. So if it checks for internet connectivity or pings another host or measures a heartbeat then on failures goes red and notifies us first then have it show up on the customers dashboard after x minutes to allow reaction time based on the SLA we define with them. Also a way to exclude scheduled reboots would be cool and maybe just go yellow for rebooting or something.

    2 votes

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    0 comments  ·  Customers  ·  Admin →
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  6. 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

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    0 comments  ·  Customers  ·  Admin →
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  7. 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

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    0 comments  ·  Customers  ·  Admin →
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  8. Please add a password /passphrase generator in Customer>password.

    65 votes

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    1 comment  ·  Customers  ·  Admin →
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    Nice! 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!

  9. Ability to assign multiple email addresses to one contact. We've found that some contacts have 2 email address that they use for their business and we'd like to have the ability to assign different email addresses to the one contact rather than have duplicate contacts against a customer.

    7 votes

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    1 comment  ·  Customers  ·  Admin →
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  10. 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

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    0 comments  ·  Customers  ·  Admin →
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  11. 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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  12. 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.

    30 votes

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    3 comments  ·  Customers  ·  Admin →
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  13. With the conversion of web images to the Webp format. can the upload of customer logos be updated to allow webp images?

    1 vote

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    0 comments  ·  Customers  ·  Admin →
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  14. 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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  15. 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

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    0 comments  ·  Customers  ·  Admin →
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  16. I noticed that when I delete a contact. All tickets associated to that contact are also deleted. I would like to be able disable the contact and not lose all the ticket history.

    43 votes

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    4 comments  ·  Customers  ·  Admin →
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  17. Under folders, have the checkbox ability as well so we can select some devices

    7 votes

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    1 comment  ·  Customers  ·  Admin →
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  18. 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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  19. The same customer contact should be able to be assigned to several customers.
    We have contacts which need to be assigned to multiple customers. At the moment, a contact (because of the email address) can only occur with one customer.

    68 votes

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    3 comments  ·  Customers  ·  Admin →
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    Under Review  ·  Nir Gilbert responded

    Nice! 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!

  20. 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

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    0 comments  ·  Customers  ·  Admin →
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