5045 results found

1. G Mail CMR integration

   It would be great if I could review all the interactions (emails) to and from my customers through a Gmail CRM plugin. The plug-in could BCC the communication between you and the customer to a custom email address which appends the info in the email to the appropriate client's record. It would be great if the plug-in also allowed you to select the type of correspondence you are sending such as Sales, Support, or Follow-up.

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   0 comments  ·  Customers  ·  Edit…  ·  Delete…  ·  Admin →
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2. Remotely connect to an agentless SNMP device

   I can't find the ability to connect to an SNMP agentless device thru its own management interface (like http or telnet).
   I suggest: 1 promote a remote agent as a "gateway node" 2 in rmm web interface assign SNMP device to this remote agent becomed gateway 3 in rmm web interface on SNMP device configure the management port number and type (for example 80 http) 4 a connect button appears on SNMP device in rmm 5 clicking the button it opens a piece of software on my pc that opens an http tunnel between remote SNMP device and my local browser.
   This piece of software could be an Atera agent installed on my local pc.

   I can't find the ability to connect to an SNMP agentless device thru its own management interface (like http or telnet).
   I suggest: 1 promote a remote agent as a "gateway node" 2 in rmm web interface assign SNMP device to this remote agent becomed gateway 3 in rmm web interface on SNMP device configure the management port number and type (for example 80 http) 4 a connect button appears on SNMP device in rmm 5 clicking the button it opens a piece of software on my pc that opens an http tunnel between remote SNMP device and my local… more

   17 votes

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   0 comments  ·  Devices  ·  Delete…  ·  Admin →
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3. Pagination for customers page.

   Pagination for customers, if you have more than 600 customers that page takes over 30 seconds to load, so pagination is a MUST for larger customers.

   2 votes

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   0 comments  ·  Customers  ·  Delete…  ·  Admin →
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4. Ticket Indicator- product/expense added

   Indicator that a product or expense has been added without having to go INTO the product and expense list.

   5 votes

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5. Work from home user activity

   To see a clients activity for when they connect and disconnect from the assigned device. Ideally the users name, date and time.

   89 votes

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   2 comments  ·  Work From Home  ·  Delete…  ·  Admin →
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   Planned  ·  AdminProduct Team (Product Team, Atera) responded

   Congratulations on helping shape Atera! The feature you requested is currently being considered for development. Please be patient as the process can take a while or even stall to make way for other features. We’ll update you once it’s been implemented and released!

6. Launch remote Performance Monitor for real-time evaluation of device performance

   When devices throw alerts (i.e. CPU, Memory, Disk I/O, Network Utilization) have the ability to launch a remote Perfmon.exe (or equivalent) session to be able to diagnose issues with a real time view of performance metrics. This might require a custom interface to make it cross platform, but for Windows to Windows, it could be as simple as invoking perfmon.exe for the desired target device.

   2 votes

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   0 comments  ·  Devices  ·  Delete…  ·  Admin →
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7. FIlter by Custom fields

   The ability to be able to filter by Custom Fields to more easily identify certain customer types, please also improve the filtering within the billing area in bulk invoices.

   We need the ability to be able to only filter certain customer groups for invoices monthly, and being able to only filter by customer or contract type is not flexible enough.

   Being able to tag a customer or add a custom contract type, allows us to more easily identify customers with special billing needs. It takes too long trying to go through the customer list and cross reference what 'type' of customer a business is.

   The ability to be able to filter by Custom Fields to more easily identify certain customer types, please also improve the filtering within the billing area in bulk invoices.

   We need the ability to be able to only filter certain customer groups for invoices monthly, and being able to only filter by customer or contract type is not flexible enough.

   Being able to tag a customer or add a custom contract type, allows us to more easily identify customers with special billing needs. It takes too long trying to go through the customer list and cross reference what 'type' of… more

   18 votes

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   0 comments  ·  User Interface  ·  Delete…  ·  Admin →
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8. Ability to add custom fields to Invoice

   Ability to add our own custom fields to invoices so that we can add more information.

   36 votes

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   0 comments  ·  Billing  ·  Delete…  ·  Admin →
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9. Notes or description section on Invoice

   It is critical we have an area on the invoice/bill for us to be able to add comments or notes for the customer to be able to see.

   Also adding the same notes feature to products, so that when a product is invoiced for, ect new equipment, that the customer can see a detailed description of the product they are being invoiced for.

   42 votes

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   5 comments  ·  Billing  ·  Delete…  ·  Admin →
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10. Better filtering within billing

    Ability to filter through customers/contracts with billing section of Atera.

    2 votes

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    1 comment  ·  Billing  ·  Delete…  ·  Admin →
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11. Add tags to Customers

    Ability to add tags to customers and then filter then within the billing side of Atera.

    2 votes

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    0 comments  ·  Customers  ·  Delete…  ·  Admin →
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12. Custom Contract Types

    The ability to add custom contract types for different reoccurring billing that needs to be generated when creating batch invoicing.

    2 votes

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    0 comments  ·  Billing  ·  Delete…  ·  Admin →
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13. swap it auto profiles and update it auto profiles in time scheme

    we do have the problem that we are atera customer since 2016 and started with setup in that times. then there was a breakpoint when atera developed a new time scheme model for it auto profiles.

    now the point is - for reasons that cannot be explained by me - there is not "update button" for a profile which would start with a fresh new scheme for just to enter the desired one again. this is needed!

    and for the next if that will not be developed that we need a tool to swap all assigned it auto profiles means...
    klick the button "swap profile" and get a popup with a dropdown to select the old profile and another one with the new profile. then it should show in ribbons all customers who have the old one assigned as default (which is a dangerous function to me anyhow), and another ribbon with agents who have directly assigned the old profile. that agent ribbon should have a filter option for all or a desired customer. then select which device/customer should swap the profile and - bam - done.

    But you could do this differently because it is a wish too: the advanced filter should be able to search for devices with a certain it auto profile (threshold profiles would be handy too), then i could select the needed devices and add the desired it auto profile for bulk adding - but then there MUST be a bulk remove option be there too...

    at the moment you can do nothing like this and should really know exactly what to setup if you add new customers. later changes are really, really time consuming. at the moment - because time scheme can not be changed - we would have to open(!) about 800 devices to remove a profile... that's weird.

    we do have the problem that we are atera customer since 2016 and started with setup in that times. then there was a breakpoint when atera developed a new time scheme model for it auto profiles.

    now the point is - for reasons that cannot be explained by me - there is not "update button" for a profile which would start with a fresh new scheme for just to enter the desired one again. this is needed!

    and for the next if that will not be developed that we need a tool to swap all assigned it auto profiles means...… more

    1 vote

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    0 comments  ·  Edit…  ·  Delete…  ·  Admin →
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14. Outage Alert

    Create method to email all customers regarding an outage. Outages that comes to mind are Microsoft service outage or Internet outage in a region.
    This method could be use to email all the contacts of a customer or to all customers.

    13 votes

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    1 comment  ·  Customers  ·  Delete…  ·  Admin →
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15. Celsius to Fahrenheit for alert thresholds

    Please allow changing from Celsius to Fahrenheit for alert thresholds

    12 votes

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    1 comment  ·  Alerts  ·  Delete…  ·  Admin →
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16. Solution/Solved Tag in tickets + Solution Search

    You have just been dealing with a difficult case, after hours/days you finally nail it and solve it. You feel great, the world is at your feet, other techs look upon you with awe as if a God walks among them.

    Now what you really want to do is add a note to your ticket "This issue was solved by doing the following..." and you provide a summary or link to the article you followed, and then tick a lovely check box that says "this update contains a solution" or something similar.

    This will mark this ticket update as searchable, also containing the client and user the ticket was logged against and the tech who wrote the solution.

    not so difficult so far...

    Then the good bit, an extra seach function in atera to search through all those notes that are marked as a solutions.

    "do you remember when Dave at Client X had that really wierd issue? its cropped up for Pete at Client Y!"

    a solution search would change the reply from
    "oh man that was ages ago, Jim solved that but he doesnt work here anymore" to "pop open atera, search the solutions against Client X made by Jim" - "oh look , there's the fix!"

    Some of you may say that's what the knowledgbase is for, but the interface for the knowledgebase is so about faced it makes it horrible to use. and you have to make the effort to save your notes from a case, then go in, click new article and seemingly work backwards to create a category, then a section, then you can finally add your atricle in a write it up. It's about as streamlined as a Borg Cube.

    Who has the time to do this? normally its finish one ticket, move to the next, the luxury of write up time after a case is far away on the wish list. But a simple check box when writing a ticket, that is streamlined and efficient

    You have just been dealing with a difficult case, after hours/days you finally nail it and solve it. You feel great, the world is at your feet, other techs look upon you with awe as if a God walks among them.

    Now what you really want to do is add a note to your ticket "This issue was solved by doing the following..." and you provide a summary or link to the article you followed, and then tick a lovely check box that says "this update contains a solution" or something similar.

    This will mark this ticket update as searchable,… more

    7 votes

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    0 comments  ·  Tickets  ·  Delete…  ·  Admin →
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17. Dave Wells Nov 4, 2021, 16:32 GMT+2 Request to add the "Customer" Field as a related field in Ticket Automation Actions

    Dave Wells

    Nov 4, 2021, 16:32 GMT+2

    I would like to Request to add the "Customer" Field as a related field in Ticket Automation Actions for the Atera Admin portal. I need the "Related Field" drop down to have the "Customer" field as an option to select for the Action of a rule.

    1 vote

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18. NetSuite ERP Integration

    Integration into NetSuite ERP.

    6 votes

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    0 comments  ·  3rd Party Integrations  ·  Delete…  ·  Admin →
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19. Filter in Ticket Queue To Not Be Limited To Max 10 Customers

    Filters on the ticket queue to filter more than just 10 customers, as this is the limit right now.

    2 votes

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    0 comments  ·  Delete…  ·  Admin →
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20. Historical report for Agents Installed

    We need to be able to run reports to find out which agents were installed during specific periods of time in the past. Currently as soon as an agent is uninstalled it no longer appears in any reports. But it is critical for MSP to be able to go back in time and find out which agents were installed between particular dates in the past.

    4 votes

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    0 comments  ·  Reports  ·  Delete…  ·  Admin →
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