112 results found
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Customer portal: embed analytics dashboard
Customer portal: embed analytics dashboard (patches, retainer contract status). I want to be able to show our clients what we do for them.
1 vote -
White labeling URL on reports
White labeling URL on reports
White label URL according the Portal Domain Name set in Admin when a customer get a report by email: in the email the link to download the report is always app.atera.com not the URL set as my default portal (es. myportal.mydomain.com).1 vote -
Making Knowledge Base publicly accessible without having to make an account
With larger companies it is not easy to get every employee on an Atera account just to view our knowledge base.
1 vote -
Customer Portal View Only
Customer portal for viewing tickets only - i dont want the customer to be able to open the ticket. We want to open tickets once we speak to customers on the phone. We don't want them to have the capability of opening tickets on their own but we would like to provide them the possibility of checking the status of their tickets
1 vote -
Explorer view for KBs
Explorer View in KB: I would love to see a lot more focused dev efforts into KB. We mostly do internal. We use Xoho for KBs also. Atera's KB feels really clunky. It's hard to describe the way it's layed out. Everything is all scrolled down. Would be great to have inside KB – more of an explorer type view instead to all of these long title and section underneath and then articles etc. Folder on the front page. Document instead where you van easily open up. Share point up online. It doesn’t feel very flushed out.
1 vote -
Customer Portal
Having the ability to prevent customers from seeing any open/resolved tickets. Only view option for customer portal is knowledgebase and create new support ticket.
Currently in admin >> Settings >> Tickets >>Customer Portal the option to view Open/Resolved is greyed out and unable to remove that view from customers
1 vote -
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 -
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 -
OnCustomer Site API Value
OnCustomer Site API Value: dropdown to select True or False for OnCustomerSite
1 vote -
Ability to turn off the log-in page for the customer portal
Option to allow anyone to submit a ticket through the portal without signing in. Just get them to select their parent organisation (customer)
1 vote -
Customer account creation
Allow a customer to create a portal account if their email domain is registered to a customer profile. At the moment the technician needs to do this.
1 vote
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