214 results found
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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 -
Add Contact Without E-Mail
It would be excellent to be able to add a contact without an e-mail address, we have plenty of clients who have staff who shared e-mail addresses so we can't actually create contacts for each staff member in these instances which is a bit annoying.
4 votes -
Contacts
It would be nice if we could assign multiple agents/devices to a single contact.
Example: Some contacts (users) have both a workstation & a laptop.
Example: Some contacts are the point contact for all computers (agents), so all communication will be sent to a single contact on the customer side for all devices/agents.
4 votes -
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 -
Multiple Addresses For One Customer
We have many customers with more than 1 office location. We need a place to put these in the customer info page. Ideally, we would also have the option of attaching a specific location for a customer to a ticket for times when a site visit is necessary.
As it currently stands, we have tickets that require site visits, and no way other than manually making an internal note to tell the engineers which location they need to go to. Even if they go to the customer info page, there is no way of storing more than 1 address, so…
5 votes -
Sort folder names alphabetically in "Relations"
It's unfortunate that "Folders" are not sorted under relations. Without the folders being sorted, it's difficult to check whether a folder name exists. Sometimes you might miss the fact that a folder name already exists, and you might create a new folder. With out the folder name being sorted (under relations), the folder function becomes rather useless.
2 votes -
Multiple Default Contracts
I think contracts should be re-worked so that you can set multiple default contracts throughout all clients (which appear by default across all clients, including newly created ones). Then within each client you can select one contract as a primary contract, which will be the one assigned to new tickets.
I also think the contracts should not have the same name - or be auto generated based on the client name and the attached products etc.
This method will allow
2 votes -
Customer should be able to have multiple devices under them and not just 1.
Customer should be able to have multiple devices under them and not just 1.
8 votes -
Float Icon for Atera - readily available upfront to all customers. Easy Access when needed to raise a ticket.
Float Icon for Atera - readily available upfront to all customers. Easy Access when needed to raise a ticket.
3 votes -
Test - Dani RM
Bla Bla
0 votes -
make email not a required field for a contact
Make email not a required field for contact. We are having to enter arbitrary email addresses to create contacts that do not provide email address (or do not have one). This results in false data in our customer/contact information.
3 votes -
Device Dataset, Site Dataset, Ticket Dataset...... No User Dataset????
We are in the process of deploying Atera, We would like to add a department to our user data but this (I feel) is overly laborious.
The is no User Section or Dataset so to edit the department I need to go to Sites > Select Site > Select User Contact Card > Select Department Field > Change Field
- Why are they contact cards? why not a table, in line with the other data sets?
- Why not have a user section, i fail to see why this data has not been considered a priority?
- Why is there no bulk edit…
2 votes -
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 -
all telephone number in Atera, should be a link
Every phone number, in Atera should be a link tel://Number instead of just text, so it posible to click on it, and have softphone or what that handle tel links, to just call up instead of copy paste the number.
2 votes -
better notepad
add a note pad app within the site or customer to be able to add better notes/information
2 votes -
comment
Comment function for customers and contacts.
There is no comment function for customers and contacts in order to be able to understand conversation notes with an automatically set date and time. These have no place in the ticket. This information is purely for internal workflow.
2 votes
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