217 results found
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Process for clients
Halo PSA they have an area where you start an engagement with a potential client and basically, we enter the info and there is a continuation throughout the whole process. Start, contract sales, and then eventually it turns into a client. I would be able to bring in my marketing team inside Atera to start the process there. Right now we use Xoho forms.
1 vote -
Duplicate or Copy Assets
It would be nice, when adding multiple assets of the same type, to be able to copy them. That would make bulk adding of items such as computers or phones easier.
2 votes -
Integration of customers IT technicians
We are a msp and we manage the IT infrastructure of companies who also have a part time it technician. It would be great if this person could use some features of Atera e.g. remote maintenance, ticket etc.. for a cheaper price.
2 votes -
Improve New User Import
When setting up Atera with new users, for people not on Office 365, adding new users one at a time automatically e-mails that user with their username/password - when importing a list of new users from a CSV file, the e-mail is not sent. It would be a nice improvement to have it send the e-mail when importing a list.
3 votes -
The ability to have several sites for one customer
Currently a single customer is unable to have several different sites configured. For example of company that runs several dentist practices in different locations. Also if you create a new customer for each of the practices you are unable to use the same contact / owner details across the different customer profiles which causes another problem.
So the solution would allow us to create multiple sites under one customer profile thus allowing us to access these different sites and allowing us to use the same contact details. It will also be good to have the ability to assign different contract…
101 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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Password History
a disgruntled employee could go through Atera and delete critical passwords. the wrong password could be updated. An old system could come back to us with an out of data admin password that has been updated in atera and the old one forgotten.
the ability to run a password history report on a client to see old or deleted passwords that were stored in atera, so it would make the actions of a disgruntled employee useless instead of critically damaging.
130 votesNice! 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!
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Amount of devices under Customer > Devices and in folders
When viewing a customer's devices under Customer, we cannot see the total amount of devices. Even under folders, it doesn't give you the total amount of devices one client has. We need to calculate one by one. Would be nice to know how many there are in total.
3 votes -
Allow customers to run their own reports
Ability to allow one or more of an existing client contacts to generate reports related to that client which include ability to run tickets with tickets activity, auditor report for HW and patches etc..
For example if I have company XYZ in my clients, and I have Joe he is the main contact or super user working for XYZ company, then I should be able to grant him access and permissions to run related activities such as tickets, tickets activities, HW, patches etc..
2 votes -
client
Would be great if there was a better way to change a users passwords. At the least have a confirmation of when the password was saved that it actually worked. I very often click to save twice and sometimes it still dont seem to save. Also if it was easier in general to set up work from home would be great.
1 vote -
assign multiple email addresses to one contact
Ability to assign multiple email addresses to one contact. We've found that some contacts have 2 email address that they use for their business and we'd like to have the ability to assign different email addresses to the one contact rather than have duplicate contacts against a customer.
9 votes -
Multi-tenant customer management
Multi-tenant customer management:
Within our organization we are one of 14 different branches, to our knowledge Atera does not currently have any way for us to associate a customer to which branches provide that customer with support. For example, say we have 3 branches and 6 Unique Customers we need to be able to associate the customers as per the below:
Parent Company
- Branch ACustomer A
Customer BBranch B
Customer A
Customer B
Customer CBranch C
Customer A
Customer D
Customer E
Customer F
It would also be helpful to have dashboard views and alerts that…
11 votes -
Folders under Attachments
To be able to upload folders under attachments would be nice
2 votes -
Dashboard view under Custom for a snapshot of the device
Dashboard under each client with information that we select. A table view of last login time, IP address. This will allow us to see a healthy snapshot or shows us where we need to fix issues
2 votes -
Ability to run a simple customer list that shows custom fields, i.e. assigned technician
It seems like such a simple thing but we need to be able to run a customer list report. We would also need to include or filter by any added custom fields to the record.
1 vote -
Uptime dashboard per customer as well as customer accessible
I'd like to see a dedicated dashboard per client basis but also something that they could monitor themselves but with a delay that could be set by the administrator. So if it checks for internet connectivity or pings another host or measures a heartbeat then on failures goes red and notifies us first then have it show up on the customers dashboard after x minutes to allow reaction time based on the SLA we define with them. Also a way to exclude scheduled reboots would be cool and maybe just go yellow for rebooting or something.
2 votes -
Display Devices that are Online or OFfline
When clicking on Customer (https://app.atera.com/new/customers) you're taken to your list of Customers where you're able to 'Search customer name'( https://app.atera.com/new/customer/#####). On the screen that contains various tabs;Contacts, Contracts,Devices,etc, the line below where the name 'Devices' in bold appears it would nice to see/show; 'Online: ###' and 'Offline:###', and have the ability to click once and those selectioned deivce are shown on the page.
1 vote -
Rank Customization
Customizable rank fields would be helpful for those of us that rank our customers by a different scale. For example I offer three different contracts that associate a customer with a rank. My ranking scale is silver, gold, and platinum.
34 votes -
password generator
Please add a password /passphrase generator in Customer>password.
68 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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ZIP code auto populate
ZIP code lookup, ask simply for ZIP and have a setting in the admin portal to default to US or whatever country you do business in. Then one could enter the ZIP code 10019 and New York, NY should auto populate in the city and state field based on that ZIP.
1 vote -
Do not send notifications option
Have a selection to not reply to certain contacts (still accept tickets, but not reply to them) - for example we have a selection of customers backups / ups etc notifications come in from non-existent email addresses, the ticket created is solely for our purpose and the senders address isn't connected to a mailbox - so it generantes a DNR email when Atera replies to the non-existing email address - just a minor annoyance :)
3 votes
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