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213 results found

  1. 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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  2. Since devices are assets too, it would be nice to see them or, at the very least, copy them to the Assets tab so all assets can appear together... and then be able to report on all of it.

    4 votes

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  3. We neet to be able to run an asset report for our clients (and ourselves). It should include the devices along with the custom assets since devices are assets as well.

    6 votes

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    1 comment  ·  Customers  ·  Admin →
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  4. We are a msp and we manage the IT infrastructure of companies who also have a part time it technician. It would be great if this person could use some features of Atera e.g. remote maintenance, ticket etc.. for a cheaper price.

    2 votes

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  5. 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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  6. 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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  7. 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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  8. Please put password to delete Customer. It is dangerous even though already got confirmation to delete.

    3 votes

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  9. Ability to allow one or more of an existing client contacts to generate reports related to that client which include ability to run tickets with tickets activity, auditor report for HW and patches etc..

    For example if I have company XYZ in my clients, and I have Joe he is the main contact or super user working for XYZ company, then I should be able to grant him access and permissions to run related activities such as tickets, tickets activities, HW, patches etc..

    2 votes

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  10. It would be helpful if we could create sites under customers for those that have multiple locations, and then assign agents and contacts to those sites.

    6 votes

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  11. Although potentially niche, it would be nice to have individual contact notes to document things like hours, work days, multiple positions, position changes, what the contact manages for larger companies, typical problems, the list is very large. Having a general note area that looks neat would be extremely useful for providing the fastest and best service. A easy to edit availability schedule for calls or in office times to troubleshoot hardware would be extremely beneficial to help plan out the day.

    3 votes

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  12. Need to be able to integrate with Hubspot to bring over customer data,

    3 votes

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

    2 votes

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  14. 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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  15. 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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  16. 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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  17. When viewing a customer's devices under Customer, we cannot see the total amount of devices. Even under folders, it doesn't give you the total amount of devices one client has. We need to calculate one by one. Would be nice to know how many there are in total.

    3 votes

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  18. At the top of the Customers page, add an "Export Customer List" and/or "Export Filtered Customer List" button that generates a CSV file with all of the Customer's general details (Name, Contact Email, etc.) This will help customers reconcile their Customer List in Atera with their active Customers to ensure accuracy.

    22 votes

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  19. Move custom field under customer at the top

    1 vote

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  20. When setting up Atera with new users, for people not on Office 365, adding new users one at a time automatically e-mails that user with their username/password - when importing a list of new users from a CSV file, the e-mail is not sent. It would be a nice improvement to have it send the e-mail when importing a list.

    3 votes

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