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5046 results found

  1. The support told me there is no way to add extra Information to invoices. This is pretty bad, because I need to add legal details for a valid invoice here in germany.

    Update:
    It is apparently not possible to store payment information in an invoice. However, information about which account the payment should be made to is essential. Here too, a permissible outgoing invoice is not possible under German law. It really shouldn't be a hurdle to print this information! The ultimate solution would be simple e-payment via PayPal or photo transfer (via QR code).

    I don't want to be…

    7 votes

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    2 comments  ·  Billing  ·  Admin →
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  2. Have the agent edit options available in the app, eg rename, edit relationship, primary user etc

    7 votes

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    0 comments  ·  Mobile App  ·  Admin →
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  3. Please make the "Software Management" "Update All"
    selectable so we can select what to update and what to exclude .

    7 votes

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    1 comment  ·  Agent  ·  Admin →
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  4. Add/allow a billing contact for invoicing that syncs with Quickbooks as it is different than the Atera primary contact. When invoices are created and exported the invoice in Quickbooks is assigned the Atera Primary contact which is purely technical. Need the ability to add a billing contact so the invoices are emailed to the correct person from Quickbooks and I don't have to change it in Quickbooks every month. Tedious...

    7 votes

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    1 comment  ·  Billing  ·  Admin →
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    1. Proper Template based form -
      a pop up or separate ticket form where you organize the boxes like a proper form. Example - New User form. You could organize the boxes any where you want on the form in a logical flow
      The questions and then answers in the ticket running down the side is very inefficient. Also, I would like to see all the results in the ticket, not on the side. or in the original FORM type format inside the ticket or in a pop-up or separate screen.,

    2. Checkbox or Dropdown - Multiple choice checkboxes or dropdown. I…

    7 votes

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    0 comments  ·  Tickets  ·  Admin →
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  5. When we want to sort tickets, we often find ourselves blocked by the limit of 20 clients per ticket.

    But "Custom Fields" could revolutionize all that!

    Let me explain:

    If I have a client with several brands, I might be tempted to create multiple clients to differentiate them.

    However, for this client, each brand has several stores located in different countries/cities.

    And each store has one or more collaborators with a specific email address.

    To solve this problem, the "Custom Fields" in the contact category need to be more customizable.

    Example: Creation of a custom dropdown field "Store" providing a…

    7 votes

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    1 comment  ·  Billing  ·  Admin →
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  6. Allow the knowledge base to have separate categories for each department. (I.E. accounting software articles for the accounting team only) To ensure there is no unnecessary confusion for end users!

    7 votes

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  7. Include "Disk Average" in the Metrics overview for each Agent.

    7 votes

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    0 comments  ·  Agent  ·  Admin →
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  8. I would like to be able to perform tasks in the background, so the user is not disturbed. Just today, I had to confirm drive mappings, ut had to interfere with the users' workflow to do so. I know other remote software can do this to at least some degree.

    7 votes

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    0 comments  ·  Devices  ·  Admin →
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  9. Would it be possible to display the Atera Agent version in the device details in the top grey box. Have some sort of traffic light system for Up to date / needs updating (Minor update) / Out of date (Immediately needs updating) , An upgrade button next to it would be really helpful.

    A system report for this would also be helpful, but is not as essential.

    This has been flagged due to a large number of older clients on 1.8.0.3 going offline in January as the updates have not been applied and the security parameters/support having been changed.
    We…

    7 votes

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    0 comments  ·  Agent  ·  Admin →
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  10. Splashtop works great most of the time but every once and a while, no matter how many times you try, it fails to connect. RDP as an option under "More Tools" would save the day. This is available in other RMM providers and works wonderfully.

    7 votes

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    0 comments  ·  Devices  ·  Admin →
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  11. Currently, Atera's satisfaction survey system lacks accessibility features, particularly for visually impaired users. When a ticket is resolved, Atera sends out a survey, but blind users are unable to interact with it effectively using screen readers. Key issues include the lack of attributes announcing survey options like "Very Poor," "Poor," "Matched Expectations," "Great," and "Super," which are identified only as "Blank." Additionally, attempting to click on these options does not launch the survey in the web browser. Furthermore, the web version of the survey also presents accessibility challenges.

    We request the implementation of comprehensive accessibility features within Atera's survey system.…

    7 votes

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  12. Provide a copilot for report-building: "Show all last logins not using a Microsoft account for customer xyz"

    or

    "Show me all of the local administrator accounts for customer xyz"

    or

    "all open tcp 3389 for ip range 192.168.1.x"

    7 votes

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    1 comment  ·  Admin →
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  13. It was explained to me by a support representative that Atera had decided that "Work From Home" should not be available on servers. I believe that decision should be relegated to us as the decision makers for these systems. Case in point: I have a third party consultant who needs access to a server to do maintenance on an accounting software. I believe it should be within my authority to authorize the use of Splashtop on this machine.

    7 votes

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  14. Scenario: we have two tickets: Ticket A, and a duplicate, Ticket B. Before realizing they were duplicates, tech responds to Ticket B and add's cc recipients. After realizing the tickets are duplicates, Ticket B is merged into Ticket A. The cc'd recipients on Ticket B should also merge into Ticket A

    I found in Support Request #451828 that it is the designed behavior to drop CC'd recipients from Ticket B when merged with Ticket A. It would be much more useful if this behavior was the opposite; allowing a more fluid ticket conversation that is not disrupted by the merge…

    7 votes

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    0 comments  ·  PSA Tools  ·  Admin →
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  15. At the Security - Potential CVEs , the exported xls file with the CVEs records (Summary and Detailed sheets) appears without the expanded detailed information of the CVE.

    7 votes

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  16. It would be extremely beneficial if there were logs of which patches were deployed to an agent in case of issues.

    We had a Mac device restart after receiving an update and it booted back into recovery with us unable to recover the device. Without knowing which patch this device received, we cannot exclude the patch from other devices. Instead we have to disable OS updates to avoid any additional device failures.

    7 votes

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  17. Hi,

    Suggesting some additional features such as..

    • Reorder line items
    • Group items such Product, Labor etc.
    • A space for details or a note
    • Export to excel
    • Option not to print or display tax & rate per line item

    Thank you

    7 votes

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    1 comment  ·  Billing  ·  Admin →
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  18. Please Add or maintain login history and activity of any user on any device either online or offline. So we can export it later

    7 votes

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    1 comment  ·  Admin →
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  19. It would be really useful to have the ability to resize the File Transfer window as currently, I am finding that long paths are unreadable as they are turned to a series of ..... when looking at the left side of the window. It would also be nice to be able to resize the headings like; Name, Type, Size, etc. to be able to see the full file name. Also I'd like to be able to see date modified, date created, date deleted etc. and a configurable view for File Transfer. Lastly, it would be really nice to be able…

    7 votes

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    1 comment  ·  Admin →
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