Ideas and Feedback

Ideas and Feedback

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  1. Admin users should be able to log into their secure portal to see company passwords on file.

    1 vote

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  2. Each password tied to a customer needs an option: "show on customer portal for all users" or "show on customer portal for specific contact groups"

    1 vote

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  3. Add ability to group Contacts ("Admin", "Billing", "Archived" etc)

    1 vote

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  4. When you delete a customer, all data under that customer will be deleted. Including contacts, devices, alerts, and tickets. It would be better to replace this with an enable/disable button to not lose the data.

    2 votes

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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!

  5. in your free trial. This is a must add. being able to make sure this feature works before purchase will allow for quicker prospect purchases. I'm one of those prospects. I need to make sure everything works before I switch. I don't want to purchase then set it up and come to find out it doesn't work for my needs. So I did all that work for nothing

    1 vote

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  6. Merge contacts or allow multiple email addresses for one contact

    4 votes

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  7. We are managing our SLA's in other software than Atera. It would be great to use the API to sync contracts.

    6 votes

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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. We Including CUSTOMER need to be able to have MulitMonitor Support. Atera is charging 5.00 for a WORK AT HOME its very striped down on features. In the Customer perspective my CLients need to have MultiMonitor Support

    1 vote

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  9. It would be great if we could have more than 1st response and closed tickets. For example we have 2nd response time, 3rd response time and onsite response time.

    5 votes

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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!

  10. The ability to make customer templates so I don't have to create the same things over and over. For example I have separate folders each for laptop, workstations, and servers each with different thresholds and automation policies. It is a real pain that I have to re-create those manually every time I add a customer. Not to mention custom fields and other things.

    1 vote

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  11. Ability to export all customer contacts to a csv file (we would use this to update our phone system).

    3 votes

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  12. Click to call button to be added to all telephone entry points both on customer and contacts pages.
    In the same way, we can now click to call on the new customer search view

    6 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!

  13. it would be really useful to be able to add customers from the atera app.

    1 vote

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  14. Can you create a process to send the 'welcome message' with the portal and password to any new contact - maybe the contact was created through the import process or they can't find the original email with all the information they need to login.

    1 vote

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  15. Ability to use the API to look up customers by Phone Number instead of selecting a page and then locating the customer. Also ability to create customer with just a phone number and not an email if one is not available.

    6 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!

  16. In the admin section improve the Rank system and allow variables like revenue (last quarter, last year, etc - again allowing us to choose. ) Now when we pull up a default list of tickets we could sort by ranking that is relative to OUR needs.

    2 votes

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  17. A field to show how many devices each customer has would be great. We need an overview of device numbers per client on one page ie.

    Client 1 - 24
    Client 2 - 12
    Client 3 - 45
    etc.

    1 vote

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  18. It should be nice to save photos about it room, special devices, servers, etc... with a little description. This could be interesting when you have to explain to your technician particular activities..

    4 votes

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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. il serait intéressant d'avoir un visuel sur les contrats des clients dans le tableau de bords, pour voire les échéances

    1 vote

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  20. At present, we create a new customer, download and install the agent which adds the device into Atera RMM. We then have to click on that device and via Relations, assign it to a folder. But that folder is not there so it has to be created manually. We then also have to manually assign profiles to that folder. We have approx 7-8 folders with profiles applied which are the same for 98% of our customers. We have to repeat this process for every new customer we add. This is a very long process and prone to many errors when…

    2 votes

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