217 results found
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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
1 vote -
Bulk update/delete users
Provide an option to select multiple users and update/delete in bulk.
15 votes -
Count of devices on each tab
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 -
Have templates for newly created customer (folders, IT auto, Threshold profile, software installation)
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 -
customers > tickets > default status selection customization
We have added custom ticket status' but when viewing a customer's tickets page it only ever selects :open" and "pending" by default and meeds to have your custom ones selected EVERY time you go back to that page.
We should have a way that we can set what ones are preselected by default so that we can see the tickets we need to for each customer quicker and easier
6 votes -
Assign a contact to multiple agents and/or assign multiple contacts to an agent
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.
174 votesNice! 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!
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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 "Contr
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 -
editing contact information
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 -
copy password without clicking the 'show' button
Today i had to change the admin password, because i cannot copy the password without showing it.
Please fix :)
2 votes -
Hubspot Integration
Need to be able to integrate with Hubspot to bring over customer data,
4 votes -
Customer A-Z Lookup Feature
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 -
Hide block customers from customer view
Hide block customers from customer view
1 vote -
Ability to add New Ranks to list
When we add a customer, there are only 3 ranks. Gold, Silver and Block. We have 4 different names for our clients. But we can't use them in Atera.
Can you make the possible for us to add different ranks for each customer.
It will make it easier when a tech looks to know what lever of support that customer gets.Right now its useless, you give 2 ranks and blocked.
It doesn't make sense.9 votes -
password delete customer
Please put password to delete Customer. It is dangerous even though already got confirmation to delete.
3 votes -
Folder to be created automatically
Folder to be created automatically
1 vote -
Individual contact notes and contanct/customer schedule entry
Although potentially niche, it would be nice to have individual contact notes to document things like hours, work days, multiple positions, position changes, what the contact manages for larger companies, typical problems, the list is very large. Having a general note area that looks neat would be extremely useful for providing the fastest and best service. A easy to edit availability schedule for calls or in office times to troubleshoot hardware would be extremely beneficial to help plan out the day.
3 votes -
documentation
Create integration with ITGlue
9 votes -
Select multiple contacts within a Customer to manage(Move, Update, Delete)
Please consider adding the option to select multiple Contacts within a customer to move, delete, or update
5 votes -
Multiple Customer with Same Email Address
We need the ability to use the same contact email address on more than one customer for billing purposes, and the reason, a contact can be a business owner/decision maker on more than one company (customer). Ex. Parent companies, business investors, etc.
2 votes -
1 vote
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