214 results found
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Sub folders
Sub folders
3 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 -
password delete customer
Please put password to delete Customer. It is dangerous even though already got confirmation to delete.
3 votes -
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,
3 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 -
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 -
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 -
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 -
Add multiple Addresses
It would be nice to add option to add multiple Addresses (Street, City, etc.) for a single Customer that has more than 1 location.
3 votes -
Password Reassignment
under the Customer Password that this can be reassigned to other Contact , as sometimes the passwords are Company accounts or contact leave and others take over the accounts. so not having to recreate everytime we need to reallocate that password would be nice.
3 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 -
Passwords to show on portal
Each password tied to a customer needs an option: "show on customer portal for all users" or "show on customer portal for specific contact groups"
3 votes -
Customer Creation Templates
The ability to make customer templates so I don't have to create the same things over and over. For example I have separate folders each for laptop, workstations, and servers each with different thresholds and automation policies. It is a real pain that I have to re-create those manually every time I add a customer. Not to mention custom fields and other things.
3 votes -
Customer Template to be used when adding new customers
At present, we create a new customer, download and install the agent which adds the device into Atera RMM. We then have to click on that device and via Relations, assign it to a folder. But that folder is not there so it has to be created manually. We then also have to manually assign profiles to that folder. We have approx 7-8 folders with profiles applied which are the same for 98% of our customers. We have to repeat this process for every new customer we add. This is a very long process and prone to many errors when…
3 votes -
contacts
It would be great to see how many contacts there are for each client - a client contact total.
3 votes -
Exporting of all contacts of a customer for mass updates
Exporting of all contacts of a customer for mass updates
3 votes -
When navigating Clients, navigating back a page should keep me on the same page of devices.
When navigating a client's page, we will browse a few pages. If we go to an agent, and go back a page, it takes us to the first page of client devices. Please let us go back to the same page of devices that we started from.
It's a pain if I'm on page 3, checking uptime on each device, and it takes me back to the first page, every time.
3 votes -
Hiding certain customers from dashboard.
Having the ability to hide certain customers from the desktop view to make it easier to find your current clients but still keep the hidden customers accounts.
3 votes -
On the contracts page can we see a product count for contracts where it contains multiple items.
From the contracts page we could do with seeing the product / item count.
3 votes
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