213 results found
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2fa
Ability to integrate 2fa codes into the passwords area for each customer (e.g 365 2fa codes) rather than having to use 3rd party apps like authy to share 2fa codes for multiple engineers.
IT Glue has this feature for reference :)
27 votes -
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.
50 votes -
24 votes
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Addition of Click to Call buttons
Click to call button to be added to all telephone entry points both on customer and contacts pages.
In the same way, we can now click to call on the new customer search view9 votes -
Arrangeable Customer Folders
Under Customer > Devices > Folders: The ability to arrange or drag the folders in a different order would be helpful for the organization. Under the current format, you create a folder and there is no way to arrange them.
24 votes -
Customer Contact
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.77 votes -
Block folder inheritance for an agent
an the ability to block folder inheritance for an agent for threshold or automation.
9 votes -
Block hours details
The possibility to consult directly from the customer file the remaining balance of hours when there is a contract pack of hours
11 votes -
Better API Lookups
Ability to use the API to look up customers by Phone Number instead of selecting a page and then locating the customer. Also ability to create customer with just a phone number and not an email if one is not available.
17 votes -
Custom Fields per client
ability to assign custom fields per customer
49 votes -
Add Product dropdown option on Contracts
Currently when creating a new contract you can only initially select from "Contract Rates" in the dropdown. If you want to contract for a "Product" you have to save the contract first, then edit and select the product as they are not initially displayed in the rate dropdown when creating the contract. This is probably good so as to not have to dig though all products and rates each time. I suggest, similar to the "Additional Rate" option to add a "Product / Service" dropdown so items can be selected on contract creation and save some clicks.
11 votes -
Password History
a disgruntled employee could go through Atera and delete critical passwords. the wrong password could be updated. An old system could come back to us with an out of data admin password that has been updated in atera and the old one forgotten.
the ability to run a password history report on a client to see old or deleted passwords that were stored in atera, so it would make the actions of a disgruntled employee useless instead of critically damaging.
133 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.
50 votes
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