223 results found
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Ability to select columns in assets
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.
6 votes -
Export Customer List
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.
25 votes -
add an abbreviated client name/client ID
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 -
comment
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 -
Multiple check boxes
Custom fields for contacts.
Ability to create One custom field that has a Multi Check box feature. Ability to select multiple checkboxes at one time. Example (all boxes can be checked) Main POC, Champion, Accounting POC, Purchasing POC, Champion POC, Technical POC3 votes -
Send welcome emails to customer after Azure AD Sync
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.
29 votes -
Would be nice to see tabs per device under the Customer > devices > view
Would be nice to see tabs per device under the Customer > devices > view
2 votes -
automatically provide our customers with 'IT Automation Feedbacks' via email after the IT automation profiles have been processed
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 -
option for multiple sites for customers
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 -
Bulk Import Custom Fields for Contacts
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 -
Import Contacts - Add Mobile Phone to CSV Import Template
Add a Mobile Phone column to the Contacts CSV Import template and make sure it populates the Mobile Phone field in Customer Contacts.
2 votes -
asset report that includes devices
We neet to be able to run an asset report for our clients (and ourselves). It should include the devices along with the custom assets since devices are assets as well.
8 votes -
contacts
Could we get a "Notes" section for a client contact? Right now we're opening a ticket, creating the note, then resolving the ticket. We don't want to use tickets as notes.
1 vote -
to keep tickets once customer closed
I would be nice to be able to keep any tickets from a closed customer.
Actually, closing a customer mean to delete any datas (computers but also tickets).
But any tickets is important for the records.
Thanks :)3 votes -
Add extra fields to the customer information and a full notes section per customer
Add some extra fields to the customer information (where their phone # and address are listed) for things like ISP, Email host, domain host, phone provider, etc. Having a field for the provider/host and the corresponding contact information would be nice.
Also have a full notes section for each customer would be nice for storing client information. Basically just put a single page of the knowledge base on each customer portal where it's a full page editable field that you can store random client information.
2 votes -
Feature that allows you to send pop-ups/notifications to end points screens
This will allow the IT-Dpt to notify users of things, say the office's antivirus is being changed to another. Just send a pop-up to the screens to remind them to keep their machines on when they leave so the IT-Dpt can use scripts while they're out of the office so no one's work gets disrupted :)
6 votes -
Auto uncapitalize Tickets
Emails from people who talk in all caps.
Some people never learn to just use normal punctuations and email etiquette.1 vote -
Need more than 5 Asset Types
We are limited to only 5 asset types. This is very short sighted since there are many more types of assets in the IT world. i.e. Phones, Switches, Routers, Computers, Monitors, Toner, to name a few. We should be able to add as many as we need.
6 votes -
Sub folders
Sub folders
4 votes -
Block Hours needs a field for After Hrs. rate
Within the contract there's Hourly rate and Overage rate. Many of us will also subtract from the block hours differently when we work after hours & weekends, however there is no field for this in the contract. Support suggested I create a separate contract for After hours, but this will not work. It creates a separate block of hours to pool from. Also reports can only be pulled from one contract at a time. Again this doesn't work. Please add a field in the Block Time contract for After Hours rate as well as Overage -After Hours rate.
Thank you.1 vote
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