214 results found
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ability to assign one contact to more than one customer
ability to assign one contact to more than one customer. I have 1 customer with 13 locations. But one contact is working for all 13 locations. It makes things complicated.
3 votes -
Hide block customers from customer view
Hide block customers from customer view
1 vote -
Folder to be created automatically
Folder to be created automatically
1 vote -
Have templates for newly created customer (folders, IT auto, Threshold profile, software installation)
When we add a new client, it would be nice to have templates for them so as soon as we select them, it creates the right folder, it assigns the right IT auto profile & threshold based on those folder. It send out the software bundles
2 votes -
Sub folders
Sub folders
4 votes -
Process for clients
Halo PSA they have an area where you start an engagement with a potential client and basically, we enter the info and there is a continuation throughout the whole process. Start, contract sales, and then eventually it turns into a client. I would be able to bring in my marketing team inside Atera to start the process there. Right now we use Xoho forms.
1 vote -
copy password without clicking the 'show' button
Today i had to change the admin password, because i cannot copy the password without showing it.
Please fix :)
2 votes -
client
Would be great if there was a better way to change a users passwords. At the least have a confirmation of when the password was saved that it actually worked. I very often click to save twice and sometimes it still dont seem to save. Also if it was easier in general to set up work from home would be great.
1 vote -
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 -
Add extension field in the contacts for editing
We need to be able to edit contact information for customers. I have tried to add phone numbers and extensions, only to have the program not take it, and I had to reach out to a tech to see why. They explained that we aren't able to add anything but numbers when editing the phone number portion, but even if I add an extension number after the main part of a phone number, it won't "take". Why can't there be a field added for phone extension? Also, just trying to edit any field in general is hard to do because…
5 votes -
editing contact information
It would be nice to be able to update contact information in real time, so when you type in the information and click on the checkmark it updates and gives you a confirmation that the editing took hold. I have tried editing contact information for customer contacts and I have to go back in several times to get it to "take".
3 votes -
Customer Satisfaction results in API
It would be great to get Customer Satisfaction results via the API.
The report available in the platform currently lists all results for each ticket but I would really like to get an overall for each customer and all customers.
6 votes -
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 -
Need more than 5 Asset Types
We are limited to only 5 asset types. This is very short sighted since there are many more types of assets in the IT world. i.e. Phones, Switches, Routers, Computers, Monitors, Toner, to name a few. We should be able to add as many as we need.
6 votes -
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.
2 votes -
Copy or include Devices with Custom Assets
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.
6 votes -
asset report that includes devices
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.
8 votes -
Integration of customers IT technicians
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 -
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
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