214 results found
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documentation
Create integration with ITGlue
9 votes -
Device Navigation within Customer screen
When viewing a device for a customer, it would be nice to go to the next device without having to return to the customer's page.
For clients with 40+ devices, it would save time to be able to go forward & backwards in the list of devices.
3 votes -
regroupement clients
Regroupement des clients par Groupe... nous gérons des Groupes Hoteliers ayant chacun X sites.
Nous devons pouvoir regrouper plusieurs clients dans un seul Groupe pour facilité de traitement et de duplication des contrats
Exemple :
Groupe ACCOR
Sites IBIS
Client IBIS ORLY
Client IBIS ROISSY
....
Sites MERCURE
Mercure PARIS SUD
Mercure PAU
....Etc ...
1 vote -
Customer Nickname
Customer Nickname
Customers sometimes have a brand name that is different than the actual company name. Our support agents know the client by the brand names. A custom field can be created, however it is now searchable.
Marking the custom fields searchable in the customer search bar will improve efficiency.
1 vote -
Exporting Customers Details/Data
The ability to export customer data/details, since we have a way to import.
This for migrating to new MSP
2 votes -
Communicate with users signed in on a device, without beginning a remote connection
While attempting to complete a task on a device clients device, I'm often encountering a user that is logged into that device. I can always check for logged in users before remoting in, however it would be really great to be able to send the current logged in user a notification or communication box to let them know that some maintenance is required.
2 votes -
Export off line devices from a customer
To be able to export all off line devices from a customer.
Would be really usefull for a review the offline devices to find out the reson why are off line.
This way we could find any old systems un used systems and also troubleshoot any Atera connectivity issues - showing an active system off line.1 vote -
Information profile client
il serait intéressant de pouvoir ajouter des liens HyperText dans le profile des clients afin de consulter des documents offices 365 propre aux client, afin de compléter les renseignements du client en interne sans passer pars la base de connaissance qui est très limité sur la mis en page.
1 vote -
Network documentation and diagrams section
It would be very useful to have a section where you can generate and save network diagrams, SIR plans, network security configuration etc...
Perhaps providing documentation templates or a way for users to share document samples and templates.78 votes -
assign multiple email addresses to one contact
Ability to assign multiple email addresses to one contact. We've found that some contacts have 2 email address that they use for their business and we'd like to have the ability to assign different email addresses to the one contact rather than have duplicate contacts against a customer.
7 votes -
Notes under customers
More extensive notes:
I cannot see anyway to write general notes about a customer besides a one line note.29 votes -
Go Back button under Customer
Go Back button under Customer. If I am under a specific customer and I want to go to all my customers' list, I need to click back on the search engine rather than a "back" button in Atera.
1 vote -
Multi-tenant customer management
Multi-tenant customer management:
Within our organization we are one of 14 different branches, to our knowledge Atera does not currently have any way for us to associate a customer to which branches provide that customer with support. For example, say we have 3 branches and 6 Unique Customers we need to be able to associate the customers as per the below:
Parent Company
- Branch ACustomer A
Customer BBranch B
Customer A
Customer B
Customer CBranch C
Customer A
Customer D
Customer E
Customer F
It would also be helpful to have dashboard views and alerts that…
10 votes -
More devices visible in Customer
More devices visible in Customer
As of the time of writing when you open a customer and switch to the Devices tab, then select All you are only able to see the first ten computers and must changes pages to view more. Having the ability to either:
Click on a drop down and adjust the number of devices visible from 10 to say 25, 50, 100 etc
Open the Devices page with a filter pre-applied for the customer you navigated from
This has the added benefit of actually making the devices screen useful once you have more than 15-20 customers4 votes -
CheckBox option under Folders
Under folders, have the checkbox ability as well so we can select some devices
7 votes -
Edit Relations Action Under Folders
Ability to move devices in folders directly under Customer > Devices > Folders > Unassigned. We cannot do it right now
2 votes -
Password
Secure Custom Fields:
It would be useful to be able to secure custom fields, as unique local admin passwords could be generated for individual agents via scripting.
1 vote -
assign default technician
It would be very helpful if each client had the option to assign a default technician so that when a new ticket comes in from the client the tech is notified
5 votes -
Custom Fields Wishlist - Compiled from my ideas and others.
There are a lot of good ideas for the custom fields. But, I want to add my 2 cents also.
When filtering devices, we should be able to filter by custom field from the above level. i.e. devices should be able to be filtered by a custom field from the associated customer.
Add Custom field filtering to the customer level.
Need to add new custom field types: image, textarea, and hidden. I don't need to SEE all of the info on my customer or device screen. (make sure I can still edit it though)
It would be neat to have…
5 votes -
Send a mail to newly added contact working with CSV import
For now, the option "sending a mail to newly added contact" doesn't work with contacts added with a CSV import, which is a big issue if you want to send their IDs to those contacts when their accounts are created.
5 votes
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