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.
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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Joe DiGeronimo commented
We're in need of this feature!!! Would be super helpful.
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Rob Pincente commented
Adding to this list, We have a similar organizational structure that would benefit from the ability to manage sites with multiple locations.
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John Caddis commented
I have the same issue. we serve a multi-national franchise business and several of the franchisees own multiple locations, however, i am only able to add them to one.
It would be really helpful if we could associate a contact with multiple sites/customers -
Harry Powell commented
This is essential! Any update Atera?
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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.