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212 results found

  1. Allow us to mark a customer as delinquent on their account, and then it shows some type of icon or symbol next to their name on their portal and any tickets for them.
    That way techs can easily see when a customer isn't paid up and can address it accordingly.

    1 vote

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    0 comments  ·  Customers  ·  Admin →
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  2. 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 :)

    5 votes

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  3. Sub folders

    3 votes

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  4. Currently only an admin can create folders under Customers Tab->CustomerName->Devices. Could you add the ability to assign permission to a normal user to do this? Assigning Full Admin rights to 1st line support engineers just so they can create a folder is not a good idea.

    1 vote

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  5. When selecting multiple customers to delete, it would be good to see a list of these customers in the PERMANET DELETE prompt for double check. Also maybe another promtp to make sure.

    1 vote

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  6. ability to assign one contact to more than one customer. I have 1 customer with 13 locations. But one contact is working for all 13 locations. It makes things complicated.

    2 votes

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  7. Would be nice to see tabs per device under the Customer > devices > view

    1 vote

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  8. We need to be able to edit contact information for customers. I have tried to add phone numbers and extensions, only to have the program not take it, and I had to reach out to a tech to see why. They explained that we aren't able to add anything but numbers when editing the phone number portion, but even if I add an extension number after the main part of a phone number, it won't "take". Why can't there be a field added for phone extension? Also, just trying to edit any field in general is hard to do because…

    3 votes

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    1 comment  ·  Customers  ·  Admin →
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  9. Would be helpful to have a count of all devices that are on each tab. e.g. All would display the total number of devices, Favorites how many have been starred etc.

    16 votes

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    2 comments  ·  Customers  ·  Admin →
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  10. When we add a new client, it would be nice to have templates for them so as soon as we select them, it creates the right folder, it assigns the right IT auto profile & threshold based on those folder. It send out the software bundles

    2 votes

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  11. It would be great to get Customer Satisfaction results via the API.

    The report available in the platform currently lists all results for each ticket but I would really like to get an overall for each customer and all customers.

    4 votes

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  12. 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.

    5 votes

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  13. Since devices are assets too, it would be nice to see them or, at the very least, copy them to the Assets tab so all assets can appear together... and then be able to report on all of it.

    4 votes

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  14. Provide an option to select multiple users and update/delete in bulk.

    12 votes

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  15. Hi Team,

    Its just to add a basic option when we add contracts, we have no option to add our contract type (New Contract > On option "Contract Type"). Here we need to have our vendors option Like Microsoft , Zoho , Symantec etc for better filtering.

    Now we can see its predefined by yourself and cannot be added our own.

    1 vote

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  16. It would be nice to be able to update contact information in real time, so when you type in the information and click on the checkmark it updates and gives you a confirmation that the editing took hold. I have tried editing contact information for customer contacts and I have to go back in several times to get it to "take".

    3 votes

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  17. Today i had to change the admin password, because i cannot copy the password without showing it.

    Please fix :)

    2 votes

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  18. 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.

    155 votes

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    26 comments  ·  Customers  ·  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!

  19. Please bring back the Customer A-Z lookup feature!

    Or at least give me some other control of how my customers are displayed within the Atera portal:

    https://app.atera.com/new/customers

    I liked the old way better when I could choose alphabetically from A-Z to quickly jump to a location.

    Currently, when I try to scroll, it has an annoying lag to get to the bottom of the page. Therefore, I would like to go back to the old display, or somehow add back the “A-Z” selection.

    6 votes

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    1 comment  ·  Customers  ·  Admin →
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  20. 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.

    3 votes

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