214 results found
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Add tags to Customers
Ability to add tags to customers and then filter then within the billing side of Atera.
2 votes -
The ability paste a screenshot during a chat session with customer support. This way we do not need to save a screenshot, we can paste it in
The ability paste a screenshot during a chat session with customer support. This way we do not need to save a screenshot, we can snip it and paste directly in the chat session with customer service.
1 vote -
Add Atera Ticketing portal to Microsoft Teams
Add Atera Ticketing portal to Microsoft Teams
1 vote -
Full sync with AD
We use Azur AD sync by Office and I have noticed that when I update in AD the user does not update in Atera. For example we have multiple facilities and Chester tester decides to move from Facility A to Facility B. It would be great to just go to our AD and Change the Office from "Facility A" to "Facility B" and Atera recognize this and move the user instead of just looking for new users when syncing.
1 vote -
Using the Rank Field
When Creating a customer, make the Rank editable. (IE: Platinum, anything else MSP use)
Also allow to add a rank for existing customers.
1 vote -
Enhancement Proposal for Automatic Asset Integration in IT Management Platform
I propose an enhancement to Atera platform, specifically regarding the integration of new devices into the system. The key features of this proposal are as follows:
Automatic Addition of Devices to Assets: Newly added devices should be automatically registered as assets within the system. This feature could be toggleable via an option in the admin panel, allowing for flexibility based on the customer's preference.
Data Relationship Linking: There should be a functional link between the 'Devices' section and the 'Assets' section. For instance, if a device is removed or decommissioned in the assets section, the system should prompt the user…
1 vote -
Customer IT Team Access
Customers IT Team having access into atera as that client only. Limited access with limited use and at a cheaper cost to compensate for not having access to the full range of features.
1 vote -
automatically provide our customers with 'IT Automation Feedbacks' via email after the IT automation profiles have been processed
We would like to automatically provide our customers with 'IT Automation Feedbacks' via email after the IT automation profiles have been processed. We envision: 1. Being able to include customer information and a personalized greeting. 2. Inserting the customer's logo. 3. Deciding which information from the feedback to append or display in the report to the customer.
1 vote -
Auto uncapitalize Tickets
Emails from people who talk in all caps.
Some people never learn to just use normal punctuations and email etiquette.1 vote -
Block Hours needs a field for After Hrs. rate
Within the contract there's Hourly rate and Overage rate. Many of us will also subtract from the block hours differently when we work after hours & weekends, however there is no field for this in the contract. Support suggested I create a separate contract for After hours, but this will not work. It creates a separate block of hours to pool from. Also reports can only be pulled from one contract at a time. Again this doesn't work. Please add a field in the Block Time contract for After Hours rate as well as Overage -After Hours rate.
Thank you.1 vote -
Mark customer as delinquent
Allow us to mark a customer as delinquent on their account, and then it shows some type of icon or symbol next to their name on their portal and any tickets for them.
That way techs can easily see when a customer isn't paid up and can address it accordingly.1 vote -
contacts
Could we get a "Notes" section for a client contact? Right now we're opening a ticket, creating the note, then resolving the ticket. We don't want to use tickets as notes.
1 vote -
Allow non-admin user to create device folder under site
Currently only an admin can create folders under Customers Tab->CustomerName->Devices. Could you add the ability to assign permission to a normal user to do this? Assigning Full Admin rights to 1st line support engineers just so they can create a folder is not a good idea.
1 vote -
More prompts before deleting mulitple customers.
When selecting multiple customers to delete, it would be good to see a list of these customers in the PERMANET DELETE prompt for double check. Also maybe another promtp to make sure.
1 vote -
Would be nice to see tabs per device under the Customer > devices > view
Would be nice to see tabs per device under the Customer > devices > view
1 vote -
Hi Team, Its just to add a basic option when we add contracts, we have no option to add our contract type ( New Contract > On option "Contr
Hi Team,
Its just to add a basic option when we add contracts, we have no option to add our contract type (New Contract > On option "Contract Type"). Here we need to have our vendors option Like Microsoft , Zoho , Symantec etc for better filtering.
Now we can see its predefined by yourself and cannot be added our own.
1 vote -
Hide block customers from customer view
Hide block customers from customer view
1 vote -
Folder to be created automatically
Folder to be created automatically
1 vote -
Process for clients
Halo PSA they have an area where you start an engagement with a potential client and basically, we enter the info and there is a continuation throughout the whole process. Start, contract sales, and then eventually it turns into a client. I would be able to bring in my marketing team inside Atera to start the process there. Right now we use Xoho forms.
1 vote -
client
Would be great if there was a better way to change a users passwords. At the least have a confirmation of when the password was saved that it actually worked. I very often click to save twice and sometimes it still dont seem to save. Also if it was easier in general to set up work from home would be great.
1 vote
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