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112 results found

  1. On the customer portal. If a user has work from home enabled, add a link to the top right by, Tickets, Add Ticket, Knowledge Base for remote control.

    12 votes

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  2. Need to add a support contact number in the Customer Portal.

    12 votes

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  3. 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

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  4. We should have the ability to enforce password complexity or multi factor authentication on the customer portal as it currently has weak security and is an easy way for threat actors to glean organizational technical information.

    11 votes

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  5. Add the ability to upload a screenshot in the passwords section. A lot of 2FA uses QR codes so having these there would be handy.

    11 votes

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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!

  6. Could also be done via API

    11 votes

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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!

  7. We need to be able to assign a contact to multiple customers. We need this so our contact can see tickets from multiple customers of which he is the manager. Now he can only see the tickets from the customer he is assigned to. When trying to add him to another customer we can't because the email is already in use. If we want to do this now we have to manually change the email in the ticket. If this guy makes 10 tickets we have to manually change the email in 10 tickets. After responding from his own email,…

    10 votes

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  8. Search KB by keywords or by categories. We are continuously adding to the KB. Being able to search individual categories and not a broad search would be useful and by keyword also would be good

    10 votes

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  9. 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

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  10. When an article is created for internal use, we should be able to link a password created from the password manager. This would make sure the Technician always has the correct password. It would also make the password manager be able to be customized, with multiple categories and fields.
    Looks like this would solve a bunch of other requests posted here.

    9 votes

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  11. 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

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  12. It would be nice if we could build a deeper KB tree. Currently it can only be two layers deep.
    L1: Category
    L2: Section
    It would be nice if we could go at least 1 layer deeper and have subsections.

    8 votes

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  13. Entering licensing information into atera, you would have an option to remind you before the license would expire

    8 votes

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  14. Have ability to send customers to the "Login using Activation Link" instead of the "email / password" option. Customers could bypass clicking the "Forgot Password" link.

    7 votes

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  15. It would be great to have the "My Activities" included in the Atera console so we don't have to go looking for it elsewhere and can just open it from the console without having to log in again.

    7 votes

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  16. Some of us use Knowledgebase as Documentation portal, need to be able to define a Root Category to search articles under.

    7 votes

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  17. I love your portal, but there are other features i'd like to off my customers which are outside of the Atera scope. Therefore, i'd like the ability to embed your portal into another website. similar to just using an iframe, but i really don't want my customers to have to login to my website and then log into the portal separately.

    ideally i could just have them click a link that could automatically log them into the atera portal. So basically SSO functionality.

    7 votes

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  18. 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

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  19. Please allow us to have specific contacts access to either the Category, Section, or Article level. A client with access to only a Category is not specific enough for the Knowledge Base.

    I have a client that is the owner of a few companies. I want him to be able to see all the data (For internal use or not) for all the companies, but I don't want everyone else in the companies to be able to see that data.

    7 votes

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  20. Please add the ability to have any level of the knowledge base be accessed by an organization or contact. I have a client that owns multiple businesses that I support. It would be nice to have the GM be able to access the ISP info from each Business, but not have the whole organization have access to it. If that makes sense!

    7 votes

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