Ideas and Feedback

Ideas and Feedback

Categories

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. A lighter-weight option for the customer portal. No login required, just a form that when submitted creates a ticket. Prompt user for their email and a brief description of the issue

    Allow the user to register for full portal access after submission if they desire

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Customer Portal & Knowledge Base  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  2. 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!

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Customer Portal & Knowledge Base  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Customer Portal & Knowledge Base  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  4. Similar to how you can import Customers from a CSV, allow for efficient creation of Categories and Sections by using a template CSV.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Customer Portal & Knowledge Base  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  5. Allow us to turn off Knowledgebase access (togle on off) under roles for techs.
    Also give us the ability to assign "editing/posting" privileges to knowledgebase without full admin..

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Customer Portal & Knowledge Base  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  6. Reports directly from customer portal for the clients

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Customer Portal & Knowledge Base  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  7. OnCustomer Site API Value: dropdown to select True or False for OnCustomerSite

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Customer Portal & Knowledge Base  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  8. Entering licensing information into atera, you would have an option to remind you before the license would expire

    3 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Customer Portal & Knowledge Base  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  9. 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.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Customer Portal & Knowledge Base  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  10. If it's possible to give your customer the ability to do some customization on the Ticketing portal like add some filed and hide some others, change the name of the portal and also the ability to change some existing option related to the tickets priority and impact.
    The format that you have on the portal is really general and it will be really appreciated if each customer could tolerate something fit his business.
    I hope to hear back from you and wish to have this ability in your next builds.

    Thanks

    Dani Farah

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Customer Portal & Knowledge Base  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  11. When a article is created we should be able to assign it to a customer and then on the customers page have a knowledge base tab to view all assigned articles

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Customer Portal & Knowledge Base  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  12. Create a knowledge base article and have the ability to assign specific articles to a customer or group of customers in your Atera Portal. Currently it looks like if you add an article and allow customers to access the portal they have access to all knowledge base articles.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Customer Portal & Knowledge Base  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  13. I want to be able to set the default language of the costumerportal to (in our case) 'Dutch'. our your own preffred language.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Customer Portal & Knowledge Base  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  14. I and my Customers would love a list of their consumables: Paper, ink and Toner

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Customer Portal & Knowledge Base  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  15. Download section in Portal with same features as KnowledgeBase.. Posts in download could be externals for now.. later integration to OneDrive, DropBox, etc.. Option for "For internal use only (Hides downloads from customers)" just same as Knowledgebase"..

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Customer Portal & Knowledge Base  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  16. It would be useful to have a cleaner way of presenting an external webpage as a knowledge article. For instance, you could place the link of a Microsoft knowledge article into your knowledge base as an article and it would automatically glean the information needed to create the title and description. Then if a user clicks on the article, they are sent to the Microsoft webpage relevant to their issue.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Customer Portal & Knowledge Base  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  17. 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.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Customer Portal & Knowledge Base  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  18. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Customer Portal & Knowledge Base  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  19. It would be nice that since we are already syncing contacts on customers to Azure AD, that the contact's password, for access the Customer portal also synced. SSO for the customer portal would be awesome.

    6 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Customer Portal & Knowledge Base  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  20. 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.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Customer Portal & Knowledge Base  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
← Previous 1 3
  • Don't see your idea?