Ideas and Feedback

Ideas and Feedback

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  1. The ability to export customer data/details, since we have a way to import.

    This for migrating to new MSP

    2 votes

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  2. In Atera's new interface, there is an option to quickly add an address from the Customers Page

    https://app.atera.com/new/customers

    If you add the address here and then visit the customer's profile in Atera, the address info isn't populated.

    1 vote

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  3. While attempting to complete a task on a device clients device, I'm often encountering a user that is logged into that device. I can always check for logged in users before remoting in, however it would be really great to be able to send the current logged in user a notification or communication box to let them know that some maintenance is required.

    1 vote

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  4. To be able to export all off line devices from a customer.
    Would be really usefull for a review the offline devices to find out the reson why are off line.
    This way we could find any old systems un used systems and also troubleshoot any Atera connectivity issues - showing an active system off line.

    1 vote

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  5. il serait intéressant de pouvoir ajouter des liens HyperText dans le profile des clients afin de consulter des documents offices 365 propre aux client, afin de compléter les renseignements du client en interne sans passer pars la base de connaissance qui est très limité sur la mis en page.

    1 vote

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  6. It would be very useful to have a section where you can generate and save network diagrams, SIR plans, network security configuration etc...
    Perhaps providing documentation templates or a way for users to share document samples and templates.

    3 votes

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  7. Ability to assign multiple email addresses to one contact. We've found that some contacts have 2 email address that they use for their business and we'd like to have the ability to assign different email addresses to the one contact rather than have duplicate contacts against a customer.

    1 vote

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  8. More extensive notes:
    I cannot see anyway to write general notes about a customer besides a one line note.

    2 votes

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  9. Go Back button under Customer. If I am under a specific customer and I want to go to all my customers' list, I need to click back on the search engine rather than a "back" button in Atera.

    1 vote

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  10. Multi-tenant customer management:
    Within our organization we are one of 14 different branches, to our knowledge Atera does not currently have any way for us to associate a customer to which branches provide that customer with support. For example, say we have 3 branches and 6 Unique Customers we need to be able to associate the customers as per the below:
    Parent Company
    - Branch A

    Customer A
    Customer B

    • Branch B

      Customer A
      Customer B
      Customer C

    • Branch C

      Customer A
      Customer D
      Customer E
      Customer F

    It would also be helpful to have dashboard views and alerts that…

    1 vote

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  11. More devices visible in Customer
    As of the time of writing when you open a customer and switch to the Devices tab, then select All you are only able to see the first ten computers and must changes pages to view more. Having the ability to either:
    Click on a drop down and adjust the number of devices visible from 10 to say 25, 50, 100 etc
    Open the Devices page with a filter pre-applied for the customer you navigated from
    This has the added benefit of actually making the devices screen useful once you have more than 15-20 customers

    1 vote

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  12. Under folders, have the checkbox ability as well so we can select some devices

    1 vote

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  13. Ability to move devices in folders directly under Customer > Devices > Folders > Unassigned. We cannot do it right now

    1 vote

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  14. Secure Custom Fields:

    It would be useful to be able to secure custom fields, as unique local admin passwords could be generated for individual agents via scripting.

    1 vote

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  15. It would be very helpful if each client had the option to assign a default technician so that when a new ticket comes in from the client the tech is notified

    1 vote

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  16. There are a lot of good ideas for the custom fields. But, I want to add my 2 cents also.

    When filtering devices, we should be able to filter by custom field from the above level. i.e. devices should be able to be filtered by a custom field from the associated customer.

    Add Custom field filtering to the customer level.

    Need to add new custom field types: image, textarea, and hidden. I don't need to SEE all of the info on my customer or device screen. (make sure I can still edit it though)

    It would be neat to have…

    1 vote

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  17. For now, the option "sending a mail to newly added contact" doesn't work with contacts added with a CSV import, which is a big issue if you want to send their IDs to those contacts when their accounts are created.

    4 votes

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  18. Currently you can set a customer rank in the GUI, but this rank does not appear when pulling that customer via the API

    1 vote

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  19. I have a large client with several hundred contacts. They have changed their email domain. We need a way to modify records in bulk. We also need a way to realign records. For example, we could use AD Sync to create new contacts with correct email addresses. However, we can't delete the old contact without losing the ticket history. The same is true when a technician gets a new email address.

    1 vote

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  20. Allow one contact to be assigned to multiple clients.
    Example: one client who owns several different types of businesses would like to be assigned as main point of contact to each company.

    2 votes

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