213 results found
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Individual contact notes and contanct/customer schedule entry
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 -
Hubspot Integration
Need to be able to integrate with Hubspot to bring over customer data,
4 votes -
Folders under Attachments
To be able to upload folders under attachments would be nice
2 votes -
Dashboard view under Custom for a snapshot of the device
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 -
Device Limit for customers
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 -
Uptime dashboard per customer as well as customer accessible
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 -
Amount of devices under Customer > Devices and in folders
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 -
Export Customer List
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.
25 votes -
Move custom field under customer at the top
Move custom field under customer at the top
1 vote -
Improve New User Import
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 -
customers > tickets > default status selection customization
We have added custom ticket status' but when viewing a customer's tickets page it only ever selects :open" and "pending" by default and meeds to have your custom ones selected EVERY time you go back to that page.
We should have a way that we can set what ones are preselected by default so that we can see the tickets we need to for each customer quicker and easier
8 votes -
Select multiple contacts within a Customer to manage(Move, Update, Delete)
Please consider adding the option to select multiple Contacts within a customer to move, delete, or update
5 votes -
Customer A-Z Lookup Feature
Please bring back the Customer A-Z lookup feature!
Or at least give me some other control of how my customers are displayed within the Atera portal:
https://app.atera.com/new/customers
I liked the old way better when I could choose alphabetically from A-Z to quickly jump to a location.
Currently, when I try to scroll, it has an annoying lag to get to the bottom of the page. Therefore, I would like to go back to the old display, or somehow add back the “A-Z” selection.
6 votes -
Show name of user under device view under clients
Under sites > clients > device > name of the device : it would be nice to have the user name ( sometimes the log user is generic so we do not know who it is under)
1 vote -
new feature request
I would like to have the ability to set each customer's remote preference as Attended or Unattended. This would be ideal for different customer types.
2 votes -
Include the option of specifying additional email address' for each customer.
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 -
Ability to filter machines in a folder view to shown offline machines only
Ability to filter machines in a folder view to shown offline machines only.
2 votes -
Do not send notifications option
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 -
Bulk update/delete users
Provide an option to select multiple users and update/delete in bulk.
19 votes -
Search under a client
Searching capabilities under a Client: Under Clients > to be able to search and see IP address for example
1 vote
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