The ability to have several sites for one customer
Currently a single customer is unable to have several different sites configured. For example of company that runs several dentist practices in different locations. Also if you create a new customer for each of the practices you are unable to use the same contact / owner details across the different customer profiles which causes another problem.
So the solution would allow us to create multiple sites under one customer profile thus allowing us to access these different sites and allowing us to use the same contact details. It will also be good to have the ability to assign different contract and SLA for each site as well.
Robert Naether
shared this idea
Nice! The feature you requested is being reviewed by our product team. We’ll keep an eye on the number of votes, and let you know if a decision is reached to implement. Thank you for being a partner in our process!
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brian brian
commented
Currently, we are using AutoTask but looking at alternative options but this at the moment is a deal-breaker in moving to Atera. AutoTask has the option of parent and child customers (which works but is not great) or location-based options with a head office (but then issues with the billing of contracts). About 20% of our clients have more than 1 office location, so I a big deal for us.