214 results found
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Hope to have feature for token based support for customer
hope to have a feature for token based support counter, like 4 hours equal 1 token for per customer then when on-site or remote support can Consume the token.
3 votesNice! 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!
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Sort folder names alphabetically in "Relations"
It's unfortunate that "Folders" are not sorted under relations. Without the folders being sorted, it's difficult to check whether a folder name exists. Sometimes you might miss the fact that a folder name already exists, and you might create a new folder. With out the folder name being sorted (under relations), the folder function becomes rather useless.
2 votes -
Multiple Default Contracts
I think contracts should be re-worked so that you can set multiple default contracts throughout all clients (which appear by default across all clients, including newly created ones). Then within each client you can select one contract as a primary contract, which will be the one assigned to new tickets.
I also think the contracts should not have the same name - or be auto generated based on the client name and the attached products etc.
This method will allow
2 votes -
Device Dataset, Site Dataset, Ticket Dataset...... No User Dataset????
We are in the process of deploying Atera, We would like to add a department to our user data but this (I feel) is overly laborious.
The is no User Section or Dataset so to edit the department I need to go to Sites > Select Site > Select User Contact Card > Select Department Field > Change Field
- Why are they contact cards? why not a table, in line with the other data sets?
- Why not have a user section, i fail to see why this data has not been considered a priority?
- Why is there no bulk edit…
2 votes -
all telephone number in Atera, should be a link
Every phone number, in Atera should be a link tel://Number instead of just text, so it posible to click on it, and have softphone or what that handle tel links, to just call up instead of copy paste the number.
2 votes -
better notepad
add a note pad app within the site or customer to be able to add better notes/information
2 votes -
comment
Comment function for customers and contacts.
There is no comment function for customers and contacts in order to be able to understand conversation notes with an automatically set date and time. These have no place in the ticket. This information is purely for internal workflow.
2 votes -
Define Standard Device Folder Structure For multiple/all Customers
I would like to create a "default" Device Folder Structure that can be deployed to all or multiple customer without recreating it every time.
2 votes -
Bulk Import Custom Fields for Contacts
I added a couple of custom fields to our Contacts. Would be great if we could bulk import the details with a CSV file.
2 votes -
Import Contacts - Add Mobile Phone to CSV Import Template
Add a Mobile Phone column to the Contacts CSV Import template and make sure it populates the Mobile Phone field in Customer Contacts.
2 votes -
Multiple check boxes
Custom fields for contacts.
Ability to create One custom field that has a Multi Check box feature. Ability to select multiple checkboxes at one time. Example (all boxes can be checked) Main POC, Champion, Accounting POC, Purchasing POC, Champion POC, Technical POC2 votes -
Add extra fields to the customer information and a full notes section per customer
Add some extra fields to the customer information (where their phone # and address are listed) for things like ISP, Email host, domain host, phone provider, etc. Having a field for the provider/host and the corresponding contact information would be nice.
Also have a full notes section for each customer would be nice for storing client information. Basically just put a single page of the knowledge base on each customer portal where it's a full page editable field that you can store random client information.
2 votes -
edit costumer suvery
edit costumer suvery
2 votes -
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.
2 votes -
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 -
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 -
Multiple Customer with Same Email Address
We need the ability to use the same contact email address on more than one customer for billing purposes, and the reason, a contact can be a business owner/decision maker on more than one company (customer). Ex. Parent companies, business investors, etc.
2 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 -
Allow customers to run their own reports
Ability to allow one or more of an existing client contacts to generate reports related to that client which include ability to run tickets with tickets activity, auditor report for HW and patches etc..
For example if I have company XYZ in my clients, and I have Joe he is the main contact or super user working for XYZ company, then I should be able to grant him access and permissions to run related activities such as tickets, tickets activities, HW, patches etc..
2 votes -
Folders under Attachments
To be able to upload folders under attachments would be nice
2 votes
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