212 results found
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Auto uncapitalize Tickets
Emails from people who talk in all caps.
Some people never learn to just use normal punctuations and email etiquette.1 vote -
Customers with multiple office locations
Should be able to add additional locations/addresses for customers with more than one office.
12 votes -
Block Hours needs a field for After Hrs. rate
Within the contract there's Hourly rate and Overage rate. Many of us will also subtract from the block hours differently when we work after hours & weekends, however there is no field for this in the contract. Support suggested I create a separate contract for After hours, but this will not work. It creates a separate block of hours to pool from. Also reports can only be pulled from one contract at a time. Again this doesn't work. Please add a field in the Block Time contract for After Hours rate as well as Overage -After Hours rate.
Thank you.1 vote -
Improve CC Function for Non Contacts
Have noticed when you want to CC in a user / shared mailbox that if they are not a contact, you need to add/create them as a contact before the CC will work for that account, which is a pain with so many users we do support and some are external too
Can we have a function were copy and pasting an email address into the CC field and clicking send will email that address rather than it just ignoring it due to not being a contact?
3 votes -
Bulk Import Custom Fields for Contacts
I added a couple of custom fields to our Contacts. Would be great if we could bulk import the details with a CSV file.
2 votes -
Import Contacts - Add Mobile Phone to CSV Import Template
Add a Mobile Phone column to the Contacts CSV Import template and make sure it populates the Mobile Phone field in Customer Contacts.
2 votes -
Mark customer as delinquent
Allow us to mark a customer as delinquent on their account, and then it shows some type of icon or symbol next to their name on their portal and any tickets for them.
That way techs can easily see when a customer isn't paid up and can address it accordingly.1 vote -
contacts
Could we get a "Notes" section for a client contact? Right now we're opening a ticket, creating the note, then resolving the ticket. We don't want to use tickets as notes.
1 vote -
Change Customer Notes to a multi-line text block
As it is now, the Notes feature in the Customer view is nearly useless. Having to type everything separated by commas or slashes is an ugly solution to a problem that shouldn't exist.
Please let us create multi-lined notes within that block so we can use it more efficiently. And please, allow us to separate notes by pressing Enter to insert new lines.
5 votes -
Allow non-admin user to create device folder under site
Currently only an admin can create folders under Customers Tab->CustomerName->Devices. Could you add the ability to assign permission to a normal user to do this? Assigning Full Admin rights to 1st line support engineers just so they can create a folder is not a good idea.
1 vote -
Multiple check boxes
Custom fields for contacts.
Ability to create One custom field that has a Multi Check box feature. Ability to select multiple checkboxes at one time. Example (all boxes can be checked) Main POC, Champion, Accounting POC, Purchasing POC, Champion POC, Technical POC2 votes -
Print ticket with all details (time, products, etc.)
Ability to select a ticket and then "print" (paper, pdf) the entire ticket record (time entries, products sold, etc.).
8 votes -
More prompts before deleting mulitple customers.
When selecting multiple customers to delete, it would be good to see a list of these customers in the PERMANET DELETE prompt for double check. Also maybe another promtp to make sure.
1 vote -
add an abbreviated client name/client ID
Make it possible to add to the "full client name" an abbreviation or a kind of company ID code. We have this in other systems (documentation in IT portal for example) and are quite used to search for "WH" instead of "Westinghouse" etc.
3 votes -
Add extra fields to the customer information and a full notes section per customer
Add some extra fields to the customer information (where their phone # and address are listed) for things like ISP, Email host, domain host, phone provider, etc. Having a field for the provider/host and the corresponding contact information would be nice.
Also have a full notes section for each customer would be nice for storing client information. Basically just put a single page of the knowledge base on each customer portal where it's a full page editable field that you can store random client information.
2 votes -
Would be nice to see tabs per device under the Customer > devices > view
Would be nice to see tabs per device under the Customer > devices > view
1 vote -
manage Microsoft 365 users directly from Atera
It would be great to be able to manage Microsoft 365 users directly from Atera. Doing things like Password Resets, Create new users, Adjust / Add licenses, Email forwarding etc, instead of having to login to each customers Admin portal everytime. This can become extremely time consuming.
3 votes -
Ability to select columns in assets
We should be able to add (and sort) our custom asset fields in the list.
There is a lot of data there, and having to open each item is not a good way of managing these assets.We should be able to add the custom fields as columns and to be able to sort them.
4 votes -
edit costumer suvery
edit costumer suvery
2 votes -
to keep tickets once customer closed
I would be nice to be able to keep any tickets from a closed customer.
Actually, closing a customer mean to delete any datas (computers but also tickets).
But any tickets is important for the records.
Thanks :)3 votes
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