Ideas and Feedback

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  1. a disgruntled employee could go through Atera and delete critical passwords. the wrong password could be updated. An old system could come back to us with an out of data admin password that has been updated in atera and the old one forgotten.

    the ability to run a password history report on a client to see old or deleted passwords that were stored in atera, so it would make the actions of a disgruntled employee useless instead of critically damaging.

    75 votes

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    2 comments  ·  Customers  ·  Flag idea as inappropriate…  ·  Admin →

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    Nice! The feature you requested is being considered for development. 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!

  2. Assign a contact to multiple agents and/or assign multiple contacts to an agent. Preferably the latter of course (n:n). It's very common for a customer to use/own multiple devices or a device being used by multiple users.

    50 votes

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    7 comments  ·  Customers  ·  Flag idea as inappropriate…  ·  Admin →

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    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!

  3. 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…

    40 votes

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    1 comment  ·  Customers  ·  Flag idea as inappropriate…  ·  Admin →

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    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!

  4. The same customer contact should be able to be assigned to several customers.
    We have contacts which need to be assigned to multiple customers. At the moment, a contact (because of the email address) can only occur with one customer.

    38 votes

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    3 comments  ·  Customers  ·  Flag idea as inappropriate…  ·  Admin →

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    Nice! The feature you requested is being considered for development. 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!

  5. Before the update, on the Customer page you had the alphabet laid out so you could say, click "S" to show customers beginning with "S" and so on.

    Now we just have a long list of customers to scroll through which can be frustrating.

    Could the alphabetical selection please return?

    34 votes

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    5 comments  ·  Customers  ·  Flag idea as inappropriate…  ·  Admin →

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    Nice! The feature you requested is being considered for development. 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!

  6. Please add a password /passphrase generator in Customer>password.

    27 votes

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    1 comment  ·  Customers  ·  Flag idea as inappropriate…  ·  Admin →

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    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!

  7. My current configuration to trigger Atera to send the customer portal credentials is after a new contact is added.

    This is a great feature but, what if your user/contact requested you to resend or reset his customer portal password? I think an option to send / resend will be a great addition to this section as oppose to sending it manually.

    I hope you will grant this request. It would make it so much convenient and easier.

    33 votes

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    2 comments  ·  Customers  ·  Flag idea as inappropriate…  ·  Admin →

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    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!

  8. For now, the option "sending a mail to newly added contact" doesn't work with contacts added with a CSV import, which is a big issue if you want to send their IDs to those contacts when their accounts are created.

    3 votes

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    1 comment  ·  Customers  ·  Flag idea as inappropriate…  ·  Admin →

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  9. ability to assign custom fields per customer

    31 votes

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    1 comment  ·  Customers  ·  Flag idea as inappropriate…  ·  Admin →

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    Nice! The feature you requested is being considered for development. 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!

  10. Sometimes the end user is close by, and you need to copy the admin password so it would help to have the option to copy the password without reviling it.

    31 votes

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    1 comment  ·  Customers  ·  Flag idea as inappropriate…  ·  Admin →

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    Nice! The feature you requested is being considered for development. 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!

  11. I noticed that when I delete a contact. All tickets associated to that contact are also deleted. I would like to be able disable the contact and not lose all the ticket history.

    18 votes

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    0 comments  ·  Customers  ·  Flag idea as inappropriate…  ·  Admin →

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  12. I would like have a field in the agent windows that allows to put in a system deploy and warranty expiration date ( Age of the system). This would be a tremendous help for replacing systems in the field .

    3 votes

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    1 comment  ·  Customers  ·  Flag idea as inappropriate…  ·  Admin →

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  13. Customizable rank fields would be helpful for those of us that rank our customers by a different scale. For example I offer three different contracts that associate a customer with a rank. My ranking scale is silver, gold, and platinum.

    9 votes

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  14. It would be nice to have a means of handling locations within a specified client. Creating a separate client per location will eventually become cumbersome. As it stands, we can create separate folders for the devices at different location, but a more elegant solution would be welcomed.

    18 votes

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    1 comment  ·  Customers  ·  Flag idea as inappropriate…  ·  Admin →

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    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!

  15. It would be nice to have the ability to add notes to a customers file and have them displayed to Technicians when creating tickets. this could be used to relay information about specific billing arangments, work authorisations required and even if a customer has been put on credit hold.

    An extention of this would be to also incorporate notes in Contracts to allso display when choosing a contract which will assit technicians to select the correct one when multiple exist

    19 votes

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    0 comments  ·  Customers  ·  Flag idea as inappropriate…  ·  Admin →

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    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!

  16. We would love to have the ability to created a custom note and have it be searchable.

    3 votes

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  17. Ability to assign more than one email address to a contact

    4 votes

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  18. Allow one contact to be assigned to multiple clients.
    Example: one client who owns several different types of businesses would like to be assigned as main point of contact to each company.

    2 votes

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  19. Have the ability to archive and hide both entire customers, and individual users within a customer. Be able to keep the customer in the Atera database (tickets, interactions, etc.) but be able to make them inactive, and hide from view.

    Be able to hide individual contacts (users) within a customer to also keep ticket history, but not show them as contacts. For example, a contact that was entered into Atera has been terminated or no longer with the company.

    And of course be able to re-enable or reactivate that customer or contact...

    15 votes

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    0 comments  ·  Customers  ·  Flag idea as inappropriate…  ·  Admin →

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    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!

  20. Go Back button under Customer. If I am under a specific customer and I want to go to all my customers' list, I need to click back on the search engine rather than a "back" button in Atera.

    1 vote

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    0 comments  ·  Customers  ·  Flag idea as inappropriate…  ·  Admin →

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