112 results found
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Search inside knowledge base on category
we would love to have an category search feauture inside of the knowledge base.
an dropdown menu beside the searchbar, with the option to select category. ( We now use the Category as Customer name ) and the section as different names like : Network documentation, Server Documentation, Backup Documentation. inside these sections we use the articles to have the information of the customer.
Little note : Also when Editing 'Articles' we can click on the right side on 'Edit Article'.
There all Articles are sorted on Category's. Thats Perfect! Only When i click on 'Display in Section' This sorting…15 votes -
Shared Knowledge Library
Shared Knowledge Base. Ability to export knowledge base articles and store them in a group library. Other users can search through the exported templates. Download and customize the template to meet their needs. Community can work together for a more complete library.
10 votes -
vendors access to customers trough Atera
Be able to give remote access to a vendor for the customer trough a agentless solution. Example: a accounting employe need help from 3 part vendor to fix some errors in the acounting software. The 3 part vendor then have to call us to approve the access and we will give him an url to log in to the server/computer and the link would work only one time or you can set the time frame for it. As of now the most vendors install teamviewer or other tools on clients servers/computers or they have an open RDP in or trough…
2 votes -
Check Customer's website to make sure it's always up. Allow for custom URL's like subdirectories
Create a trouble ticket if down.
3 votes -
Check customers domain for proper configuration of SPF/DKIM/DMARC
Monitor Proper Configuration on SPF/DKIM/DMARC and create a trouble ticket if something isn't right
5 votes -
KB: Before editing an article, select a section.
Before editing an article, allow to select a section and then only show articles from that section.
The dropdown list is getting tediously long now and it's harder to find the correct entry.1 vote -
ticket id
The ability to be able to set a reconizable value in the ticket number. Like
year-ticketnumber1 vote -
Display on mobile device is not always good (problem with images)
Hello ! On mobile devices such phones, the lay-out of the article is not often well displayed : if the article contains images (print screens), they don't fit the screen and the right side is not visible.
Could you work on that ?2 votes -
Allow customers to view/export timesheets from the customer portal
It will be nice to allow customers to generate timesheet reports from the customer poral. Or have an option to automatically export timesheets to Quickbook or any other accounting software.
Exporting and adding timesheets to invoices every month is exhausting!
7 votes -
Atera Portal Statuses
Users logging into the Customer Portal are presented with all of their tickets by default. So Resolved and Closed tickets show, which has been confusing my users as they wonder why they have so many open tickets.
The default view should either be controllable/customizable, or only show open/active tickets, with the ability to modify filter options to show closed/resolved tickets.1 vote -
Knowledge Base Import
Similar to how you can import Customers from a CSV, allow for efficient creation of Categories and Sections by using a template CSV.
9 votes -
Reports on Customer Portal
Reports directly from customer portal for the clients
15 votes -
OnCustomer Site API Value
OnCustomer Site API Value: dropdown to select True or False for OnCustomerSite
1 vote -
notifications for licensing
Entering licensing information into atera, you would have an option to remind you before the license would expire
8 votes -
Add the ability to email a Knowledgebase Article to user in TIcket and Device.
I would like to be able to send a formatted email from Tickets and Devices. A button that says "email article" shows a popup of all articles. I can then select the article I want to send. The EMail subject would default to the article title and the email body set as the contents. It would also be nice to allow a Textarea box allowing me to put in a personal note to the contact. Make sure styling separates the personal comment and the article.
11 votes -
Link Knowledge base articles to customers
When a article is created we should be able to assign it to a customer and then on the customers page have a knowledge base tab to view all assigned articles
5 votes -
Knowledgebase by Customer
Create a knowledge base article and have the ability to assign specific articles to a customer or group of customers in your Atera Portal. Currently it looks like if you add an article and allow customers to access the portal they have access to all knowledge base articles.
5 votes -
Change the default language of the customerportal
I want to be able to set the default language of the costumerportal to (in our case) 'Dutch'. our your own preffred language.
6 votes -
Consumables
I and my Customers would love a list of their consumables: Paper, ink and Toner
2 votes -
Download Sections
Download section in Portal with same features as KnowledgeBase.. Posts in download could be externals for now.. later integration to OneDrive, DropBox, etc.. Option for "For internal use only (Hides downloads from customers)" just same as Knowledgebase"..
3 votes
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