224 results found
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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.
27 votes -
To be able to search for a customer by postcode
To be able to search for a customer by postcode
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
1 vote -
Customer should be able to have multiple devices under them and not just 1.
Customer should be able to have multiple devices under them and not just 1.
37 votes -
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...
3 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
1 vote -
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 -
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.
1 vote -
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 -
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…
13 votes -
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".
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 -
Customer Groups
Categorize Customers ( Property : Group )
It's hard to manage Technicians access privileges ( on Customers )
when creating many new customers.Would be more handy ( dynamic ) with customer groups.
Assign Technicians Groups -> Customer Groups 👍
1 vote -
Customers with multiple office locations
Should be able to add additional locations/addresses for customers with more than one office.
29 votes -
contract
Services /Providers page where we can manage contact, account, contract/client for our services, support, etc.
We as an IT Dept , manage ISP,backup ISP, VOIP, Harwardare or lease devices, paid platforms or software that we need to manage , pay monthly or yearly, know wich kind of agreement or package we have and if wee need support gather all that info to contact them like account number, provider, support phone or agent phone, address, webpage, whatsaap, agent email or support email etc that we can manage in atera for quick response.1 vote -
Search for Custom Assets
Many other users have mentioned the need to refine search functionality for the Asset specific search bar within each customer. I however, think it would be more beneficial to have the ability to use the search bar up top to search for things like Asset Name or even a custom field like Serial Number (Which also should be a standard field given the context of these assets).
It serves no purpose to me to have assets listed in each customer if I have hundreds of customers and can't search for them across the board.
2 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.4 votes -
Customer Business Hours
I'd like an option to input a customer's open hours in their profile, possibly with a mark set on the full customer list as to whether they are open or closed. We schedule a lot of updates, reboots, and the like outside of business hours, so knowing if an office is open or closed at a glance would be especially useful, rather than calling them.
2 votes -
Detailed logging for Users
Maybe a more detailed break down for customers. ie Their log in/out activity for the past month. Help determine if they were on and working when they said they were.
3 votes
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