212 results found
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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.
6 votes -
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…
4 votes -
Customers with multiple office locations
Should be able to add additional locations/addresses for customers with more than one office.
12 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.
3 votes -
Contacts
It would be nice if we could assign multiple agents/devices to a single contact.
Example: Some contacts (users) have both a workstation & a laptop.
Example: Some contacts are the point contact for all computers (agents), so all communication will be sent to a single contact on the customer side for all devices/agents.
3 votes -
Float Icon for Atera - readily available upfront to all customers. Easy Access when needed to raise a ticket.
Float Icon for Atera - readily available upfront to all customers. Easy Access when needed to raise a ticket.
3 votes -
make email not a required field for a contact
Make email not a required field for contact. We are having to enter arbitrary email addresses to create contacts that do not provide email address (or do not have one). This results in false data in our customer/contact information.
3 votes -
Sort folder names alphabetically in "Relations"
It's unfortunate that "Folders" are not sorted under relations. Without the folders being sorted, it's difficult to check whether a folder name exists. Sometimes you might miss the fact that a folder name already exists, and you might create a new folder. With out the folder name being sorted (under relations), the folder function becomes rather useless.
2 votes -
Multiple Default Contracts
I think contracts should be re-worked so that you can set multiple default contracts throughout all clients (which appear by default across all clients, including newly created ones). Then within each client you can select one contract as a primary contract, which will be the one assigned to new tickets.
I also think the contracts should not have the same name - or be auto generated based on the client name and the attached products etc.
This method will allow
2 votes -
Print ticket with all details (time, products, etc.)
Ability to select a ticket and then "print" (paper, pdf) the entire ticket record (time entries, products sold, etc.).
8 votes -
Full sync with AD
We use Azur AD sync by Office and I have noticed that when I update in AD the user does not update in Atera. For example we have multiple facilities and Chester tester decides to move from Facility A to Facility B. It would be great to just go to our AD and Change the Office from "Facility A" to "Facility B" and Atera recognize this and move the user instead of just looking for new users when syncing.
1 vote -
Open images in an additional tab browser instead of downloading.
It would be extremely helpful if I didn't have to download an image to view it from a ticket. I need to be able to reference the image will replying to a ticket many times because of the information they contain.
Instead using an HTML to fileToForceDownload, it would be so much better to ContentType = "application/pdf";
10 votes -
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.
1 vote -
Device Dataset, Site Dataset, Ticket Dataset...... No User Dataset????
We are in the process of deploying Atera, We would like to add a department to our user data but this (I feel) is overly laborious.
The is no User Section or Dataset so to edit the department I need to go to Sites > Select Site > Select User Contact Card > Select Department Field > Change Field
- Why are they contact cards? why not a table, in line with the other data sets?
- Why not have a user section, i fail to see why this data has not been considered a priority?
- Why is there no bulk edit…
2 votes -
show device count on customers
The customers table should show how many devices each customer has, and optionally how many are online. Bulk onboarding agents is more painful than it needs to be without this.
3 votes -
Change Customer Notes to a multi-line text block
As it is now, the Notes feature in the Customer view is nearly useless. Having to type everything separated by commas or slashes is an ugly solution to a problem that shouldn't exist.
Please let us create multi-lined notes within that block so we can use it more efficiently. And please, allow us to separate notes by pressing Enter to insert new lines.
5 votes -
Define Standard Device Folder Structure For multiple/all Customers
I would like to create a "default" Device Folder Structure that can be deployed to all or multiple customer without recreating it every time.
2 votes -
Network documentation and diagrams section
It would be very useful to have a section where you can generate and save network diagrams, SIR plans, network security configuration etc...
Perhaps providing documentation templates or a way for users to share document samples and templates.78 votes -
all telephone number in Atera, should be a link
Every phone number, in Atera should be a link tel://Number instead of just text, so it posible to click on it, and have softphone or what that handle tel links, to just call up instead of copy paste the number.
2 votes -
better notepad
add a note pad app within the site or customer to be able to add better notes/information
2 votes
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