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217 results found

  1. 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";

    13 votes

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    0 comments  ·  Customers  ·  Admin →
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  2. The ability paste a screenshot during a chat session with customer support. This way we do not need to save a screenshot, we can snip it and paste directly in the chat session with customer service.

    1 vote

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  3. 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

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  4. add a note pad app within the site or customer to be able to add better notes/information

    3 votes

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  5. 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

    1. Why are they contact cards? why not a table, in line with the other data sets?
    2. Why not have a user section, i fail to see why this data has not been considered a priority?
    3. Why is there no bulk edit…
    2 votes

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  6. 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

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  7. 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.

    83 votes

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    0 comments  ·  Customers  ·  Admin →
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  8. 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

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  9. 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

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    1 comment  ·  Customers  ·  Admin →
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  10. Have noticed when you want to CC in a user / shared mailbox that if they are not a contact, you need to add/create them as a contact before the CC will work for that account, which is a pain with so many users we do support and some are external too

    Can we have a function were copy and pasting an email address into the CC field and clicking send will email that address rather than it just ignoring it due to not being a contact?

    4 votes

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    0 comments  ·  Customers  ·  Admin →
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  11. Make it possible to add to the "full client name" an abbreviation or a kind of company ID code. We have this in other systems (documentation in IT portal for example) and are quite used to search for "WH" instead of "Westinghouse" etc.

    4 votes

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    1 comment  ·  Customers  ·  Admin →
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  12. It would be great to be able to manage Microsoft 365 users directly from Atera. Doing things like Password Resets, Create new users, Adjust / Add licenses, Email forwarding etc, instead of having to login to each customers Admin portal everytime. This can become extremely time consuming.

    5 votes

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    0 comments  ·  Customers  ·  Admin →
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  13. At the top of the Customers page, add an "Export Customer List" and/or "Export Filtered Customer List" button that generates a CSV file with all of the Customer's general details (Name, Contact Email, etc.) This will help customers reconcile their Customer List in Atera with their active Customers to ensure accuracy.

    23 votes

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  14. Comment function for customers and contacts.

    There is no comment function for customers and contacts in order to be able to understand conversation notes with an automatically set date and time. These have no place in the ticket. This information is purely for internal workflow.

    2 votes

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    0 comments  ·  Customers  ·  Admin →
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  15. I propose an enhancement to Atera platform, specifically regarding the integration of new devices into the system. The key features of this proposal are as follows:

    Automatic Addition of Devices to Assets: Newly added devices should be automatically registered as assets within the system. This feature could be toggleable via an option in the admin panel, allowing for flexibility based on the customer's preference.

    Data Relationship Linking: There should be a functional link between the 'Devices' section and the 'Assets' section. For instance, if a device is removed or decommissioned in the assets section, the system should prompt the user…

    1 vote

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  16. We should be able to add (and sort) our custom asset fields in the list.
    There is a lot of data there, and having to open each item is not a good way of managing these assets.

    We should be able to add the custom fields as columns and to be able to sort them.

    4 votes

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  17. We would like to automatically provide our customers with 'IT Automation Feedbacks' via email after the IT automation profiles have been processed. We envision: 1. Being able to include customer information and a personalized greeting. 2. Inserting the customer's logo. 3. Deciding which information from the feedback to append or display in the report to the customer.

    1 vote

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  18. Welcome automation emails only work when contacts are created individually for each customer. Importing customers with CSV or syncing with AD azure doesn't send the welcome email automatically to new contacts.

    Welcome emails are the first interaction with new customer employees. This is highly recommended.

    28 votes

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    4 comments  ·  Customers  ·  Admin →
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  19. It would be helpful if we could create sites under customers for those that have multiple locations, and then assign agents and contacts to those sites.

    9 votes

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    2 comments  ·  Customers  ·  Admin →
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  20. I added a couple of custom fields to our Contacts. Would be great if we could bulk import the details with a CSV file.

    2 votes

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