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180 results found

  1. It would be nice if you could create a custom pop-up window for certain clients so that when you open a ticket for that client or click on an existing ticket, a pop-up window would appear with important info. ConnectWise has this alert feature for its tickets. That way, if a client has special requests (i.e. ALWAYS CC this specific person; don't call this client, they only want emails; etc.) the technician can see it immediately every time they go into that client's tickets.

    3 votes

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  2. Add a column which shows the applied Automation Profile.

    Customer ---> Customer X ---> Devices

    Devices ---> Devices List

    3 votes

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  3. We recently switched to Atera’s New Interface. We are enjoying most of the new features, however I noticed that the Customers screen no longer has the alphabetical letters at the top of the screen. Now it is an alphabetical list that we scroll through. This scrolling is especially cumbersome using the mobile app. We have 40+ customers so this is a pretty long list.

    3 votes

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  4. We need to be able to sort all of the different lists that get created.

    This request applies to all of the custom fields and fields that eventually generate interactive drop down lists. Examples include: Quick Reply Templates, Scripts, Product Families, and all custom fields.

    Currently, if we need to make an addition to these fields, the new item goes to the bottom of the list and there's no easy way to modify it. If we want to customize the order they're in, or even just alphabetize them, we have to completely remove all of the items in the list…

    3 votes

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  5. Customer Survey translate

    3 votes

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  6. Hello, please list all related agents under Customer > Contact > Client Information. This would be greatly useful for those with more than one device (say a laptop and a desktop) which is obviously increasingly common.

    3 votes

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  7. It would be nice to be able to change the size of the boxes manually instead of having predefined L XL sizes and above all, to be able to increase the number of alerts visible beyond 6.

    3 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!

  8. When on a customer page, the "Install Agent" and "Edit Relations" modals should be pre-populated with the current customer.

    If I'm already on the customer page for "Research Corp" (made up) and I click "Install Agent" or "Edit Relations" (to put a device in a folder under "Research Corp") having to select the customer again each time seems redundant.
    Especially when making multiple device moves, this can be ...tiring.

    3 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!

  9. I don't like how the text box, when typing notes/replies, has to either be Fullscreen or letterbox style.

    I just want to be able to drag the text box to make it longer, rather than have to bounce in and out of Fullscreen.

    2 votes

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  10. Add custom shortcuts to the main menu bar for quicker accessibility.

    2 votes

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  11. Objective: Warn tech in an obvious way to handle customer or contact in non-standard manner such as:
    "Don't call this person She or Her" (contact note)
    "Don't service until they pay" (company note)
    "All requests for new licenses must be approved by Mr. X" (company note)

    Method ideas:
    1. Ability to enter info at customer or contact level, very much like Notes but distinct from that field. If static (vs user defined) field, named "Critical notes" or something.
    2. On Add Ticket screen, as soon as pick Customer, display associated Critical Notes via popup or highlighted area. Upon pick of…

    2 votes

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  12. Can you create an Atera Windows App instead of opening atera management console from a browser?

    2 votes

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  13. I would really like the option to have Atera's interface available in Dutch, so I can present the service portal to the employees of my company. Not all of them read or understand English.

    2 votes

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  14. Add an option to cancel scheduled or in process scripts which have yet to run due to offline devices or timing. Not sure where this would be added but the "Recent Processes" page seems like a good location. However, this may not be possible since it is technically a report page.

    2 votes

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  15. Please show both the landline and mobile number on contact cards. What is really an issue is sometimes we only have a mobile listed, and not a landline. The contact card at a glance is misleading, since it shows NA next to the landline. At the least, if only one number is present, that should be the one shown in the contact card. Again, probably easier and better to show both

    2 votes

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  16. Show a symbol for script based alerts, just like hardware alerts, disk alerts, availability alerts, performance alerts...

    2 votes

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  17. Allow us to place Fields anywhere in Ticket and be able to remove Product Family

    2 votes

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  18. Displaying the Email account logged into Microsoft Office or Teams so you can identify the user when the devices are set up as Local Accounts.

    2 votes

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  19. Would it be possible to have an option to read the notes in the reverse order of creation please ?

    From the last created to the first please ?

    It will be more efficient for our technicians !
    As it is impossible to assign several technicians for a ticket, our service passes the baton from one technician to another.

    The new technician MUST move to the last note to know his task!

    2 votes

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  20. Add a way to customize which fields show up on the Site's page and what size they take up. Allow us to show custom fields and then search using them.

    2 votes

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