212 results found
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Better Customer Profile
On Password area:
- Password History
- Two step authenticationDocumentation Area:
- A place we can create folder and files for KB and SOP
- Picture Gallery for reference
- Network DiagramAtera will be on top of all RMM if they have a good IT documentation platform
1 vote -
Global Contracts
Global Contract
I want a contract that is assignable to the selected cusomters. If i make a change, this change will be invoked on all customers that have this contract.
Now u have to make a change to all customers manually - this is very time consuming.
1 vote -
IPAM & Rack Builder
Hi Atera team,
I would like to submit a feature request for two additions to the client documentation section:
IPAM (IP Address Management) — The ability to document and manage IP address allocations directly within a client's profile would be a significant improvement. This would allow MSPs to track used/available IPs, subnets, gateways, and device assignments without relying on external tools.
Rack Builder / Rack Diagram — A visual rack documentation tool integrated into the client profile would allow us to map physical infrastructure (switches, servers, patch panels, UPS, etc.) in a structured and visual way, making it much easier…
2 votes -
Add departments in MSP
I need to use that: https://support.atera.com/hc/en-us/articles/4434393221148-Add-and-assign-departments
It's not possible in MSP account. Why? It's really usefull for big customers !
I need do cut a customer in subdivisions, and it's not possible. Incredible !2 votes -
A Check box for special users
I was looking for a way to mark some users for our customers as "special",
We have some of our users under oure customers that are people that can make special orders or order new user accounts etc.
So I was looking for a way to mark the contacts for this purpous,
What I'm looking for is like the Main Contact function but that you can customiz in som regards,
So that the Contact in the Contact field are marked with Bold text and maybe a Text after the name or an Icon or so.Cause then you could make…
1 vote -
MSP Version: All settings per customer
Atera is sold as an MSP tool, but is completely unsuitable for this.
In particular, EVERY setting must be able to be specified per customer, e.g. whether Anydesk, Slashtop or TeamViewer should be installed. This is a given if you want to sell something as an MSP version...
10 votesHi,
We wanted to let you know that your idea is currently under review by our product team.
We appreciate your patience during this process and will update you and the public status of this suggestion once a decision has been made.
Best regards,
The Atera Team
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There needs to be a way to delete the connection used for syncing customer contacts.
I moved a client to a new tenant. the old connection information is no longer valid but there is no way to remove it. the result is an error when trying to sync the customers
1 vote -
I want a custom field under customers as a Text Areas not a text field so you can display multiple lines of text
I want my engineers to stay in Atera and use this solely, so having data on the customers within the customers overview page is the perfect place, I was looking to add a few field one being "Backup Procedures" where we can specify how the customer is backing up, so if a customer calls up to get something restored any of my engineers the see how the customer is backing up, without needing to ask other engineers or spend 20 minutes logging into servers to find out.
A Text Area would also be good for listing software that customers use
2 votes -
scheduled ticket option - make available to main contact
Give the main contact availability to create a scheduled ticket, they can create tickets now but not schedule them - ideal for departing employees, new hires and other that happen on a future date
2 votes -
Add Contact Without E-Mail
It would be excellent to be able to add a contact without an e-mail address, we have plenty of clients who have staff who shared e-mail addresses so we can't actually create contacts for each staff member in these instances which is a bit annoying.
29 votes -
To be able to search for a customer by postcode
To be able to search for a customer by postcode
1 vote -
Always view all tickets on contacts (or remember last choice)
As it currently stands, when you enter a contact it always results in only showing open and pending so that you constantly have to check "select all" and if you leave the page for a moment it will never remember that you were just there to show all the tickets, resulting in a neverending clicking of "select all".
3 votes -
Pictures of Contacts for Customers
It would be nice to be able to include pictures of the Contacts for Customers. When new technicians go onsite, they'll have an idea of what the contact looks like if they've never been to the site before.
2 votes -
Helpdesk Agent Additional Capabilities
One thing that one of our clients has been asking for is a report similar to the one he receives when he takes his wife’s car to the dealership. This report would be a 150-point check that uses a simple red, yellow, and green light methodology to quickly communicate the status of their IT systems.
I would love to see this as an extension of an app that runs in the system tray. When clicked, it would open a small window displaying a few major KPIs using the red, yellow, and green indicators for quick reference. For example, one KPI…
1 vote -
Multiple Addresses For One Customer
We have many customers with more than 1 office location. We need a place to put these in the customer info page. Ideally, we would also have the option of attaching a specific location for a customer to a ticket for times when a site visit is necessary.
As it currently stands, we have tickets that require site visits, and no way other than manually making an internal note to tell the engineers which location they need to go to. Even if they go to the customer info page, there is no way of storing more than 1 address, so…
17 votes -
Deactivate Customer Account
It would be helpful to be able to deactivate a customer's account instead of only being able to delete them (subsequently deleting all of their history, tickets etc.).
At present it is only possibly to deactivate the contacts under that customer which doesn't help with customer management as it leaves a long list of customers which is no longer current.8 votes -
Customer / User Import process needs dramatic improvement
I am a new Atera user, so far its an impressive platform and has a lot going for it however if Atera is going to grow in the small to midsized IT agency market it needs to make a dramatic improvement in a few things.
CSV User/Customer import process. - As of today you can only import users into a specific location (customer) at a time. Yet the CSV template has a field for "*Site Name" this is quite misleading. If you attempt to import with more than one site (say you are a IT team with more than one…
1 vote -
Consistent Search box location
Can we look to get a consistent experience screen to screen where the search box is always on the left (or right) and not randomly placed depending on the area you're in. Example, search on the left in devices, on the right in passwords.
2 votes -
Attaching contacts to customers.
Is it possible to attach a contact to a client by using a phone #? We have a lot of clients that have multiple contacts at a club but only one email address.
1 vote -
Using the Rank Field
When Creating a customer, make the Rank editable. (IE: Platinum, anything else MSP use)
Also allow to add a rank for existing customers.
8 votes
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