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212 results found

  1. 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

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    0 comments  ·  Customers  ·  Admin →
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  2. 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.

    4 votes

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  3. 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.

    4 votes

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    1 comment  ·  Customers  ·  Admin →
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  4. 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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    0 comments  ·  Customers  ·  Admin →
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  5. 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

    4 votes

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    1 comment  ·  Customers  ·  Admin →
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  6. 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 customers

    4 votes

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    0 comments  ·  Customers  ·  Admin →
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  7. Allow one contact to be assigned to multiple clients.
    Example: one client who owns several different types of businesses would like to be assigned as main point of contact to each company.

    4 votes

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  8. Currently when viewing a customers individual record, One can set the customers as "BLOCKED" ( non payment/late payment etc) The tiny icon overlay is displayed ( from the ranking feature) . My request is:

    1) Make this a little bigger or even allow us to create/upload own images and have up to 10 rankings.

    2) Make this overlay display function, which is already available, make it available where ever the client is displayed. EVEN on tickets, Lists, etc.

    4 votes

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  9. It would be very helpful is we can categorize contacts, just like in Devices or similar. We can categorize them by department, teams, etc.
    Very helpful with larger customers.

    4 votes

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  10. possibility to send credentials at all customers in atera by mail

    4 votes

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    0 comments  ·  Customers  ·  Admin →
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    Nice! The feature you requested is being reviewed by our product team. We’ll keep an eye on the number of votes, and let you know if a decision is reached to implement. Thank you for being a partner in our process!

  11. The buttons are very close to each other

    4 votes

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    0 comments  ·  Customers  ·  Admin →
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    Nice! The feature you requested is being reviewed by our product team. We’ll keep an eye on the number of votes, and let you know if a decision is reached to implement. Thank you for being a partner in our process!

  12. It would be excellent to be able to add a contact without an e-mail address, we have plenty of clients who have staff who shared e-mail addresses so we can't actually create contacts for each staff member in these instances which is a bit annoying.

    3 votes

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  13. It would be nice if we could assign multiple agents/devices to a single contact.

    Example: Some contacts (users) have both a workstation & a laptop.

    Example: Some contacts are the point contact for all computers (agents), so all communication will be sent to a single contact on the customer side for all devices/agents.

    3 votes

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  14. Float Icon for Atera - readily available upfront to all customers. Easy Access when needed to raise a ticket.

    3 votes

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  15. Make email not a required field for contact. We are having to enter arbitrary email addresses to create contacts that do not provide email address (or do not have one). This results in false data in our customer/contact information.

    3 votes

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  16. The customers table should show how many devices each customer has, and optionally how many are online. Bulk onboarding agents is more painful than it needs to be without this.

    3 votes

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  17. 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

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  18. 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

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  19. 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

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  20. 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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