214 results found
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client notes
It would be nice to have the ability to add notes to a customers file and have them displayed to Technicians when creating tickets. this could be used to relay information about specific billing arangments, work authorisations required and even if a customer has been put on credit hold.
An extention of this would be to also incorporate notes in Contracts to allso display when choosing a contract which will assit technicians to select the correct one when multiple exist
34 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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Mulit Monitor Support
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
8 votes -
Archive Customers and Users In Active Customers
Have the ability to archive and hide both entire customers, and individual users within a customer. Be able to keep the customer in the Atera database (tickets, interactions, etc.) but be able to make them inactive, and hide from view.
Be able to hide individual contacts (users) within a customer to also keep ticket history, but not show them as contacts. For example, a contact that was entered into Atera has been terminated or no longer with the company.
And of course be able to re-enable or reactivate that customer or contact...
28 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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Allow customers to manage their environment
Possibly having a multi-tenant environment that i can have customers manage their patch management and other device management features.
5 votes -
Exporting Customers Details/Data
The ability to export customer data/details, since we have a way to import.
This for migrating to new MSP
2 votes -
Can you make notes searchable
We would love to have the ability to created a custom note and have it be searchable.
6 votes -
Communicate with users signed in on a device, without beginning a remote connection
While attempting to complete a task on a device clients device, I'm often encountering a user that is logged into that device. I can always check for logged in users before remoting in, however it would be really great to be able to send the current logged in user a notification or communication box to let them know that some maintenance is required.
2 votes -
send welcome message to contacts - anytime
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.
5 votes -
Search under a client
Searching capabilities under a Client: Under Clients > to be able to search and see IP address for example
1 vote -
A means to handle separate locations
It would be nice to have a means of handling locations within a specified client. Creating a separate client per location will eventually become cumbersome. As it stands, we can create separate folders for the devices at different location, but a more elegant solution would be welcomed.
24 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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global contracts
Global contracts that can be re-used by multiple customers. Ie - set up 'Break Fix' 'Project' 'Retainer' Etc and then just select which one is default for each customer. Unless I'm (and chat support) missing something. We need to create the same contract/s for each customer... which means that if terms ever change within the business we would then need to change each contract/s for each customer.
12 votes -
Bulk Add Contract to all Customers
If wanted to Create an Out of Hours contract you have to a) do it one at a time for each client or b) do it on one and clone it to the rest.
I want to be able to create a contract and add it to all customers.8 votes -
Single contact for multiple clients
Allow one contact to be assigned to multiple clients.
Example: one client who owns several different types of businesses would like to be assigned as main point of contact to each company.4 votes -
Add Licence Key to Contact (Software)
We have about 60 employees but not all of them use all the same software would be nice under contacts to be able to add software ex: Adobe CC or Adobe Acrobat Pro and add their license key. So If I go under a contact I can easily see the key of their license product (re-install purpose) and at the same time keep a list of all the software use for that company.
1 vote -
portal passwords
Bulk reset and/or re-issuing bulk portal details if not using the Welcome email facility. i.e. a separate email to go to people, with their portal details, without logging a ticket. We chose not to use the welcome email option.
1 vote -
More customisation on the "Contract" part
Be able to add several "services" to a contract.
For example :
Customer 1 contract :
- 365 : 10€ / u
- Server: 50€/month
- Computer: 30€/month
- Network: 100€/month1 vote -
Edit Relations Action Under Folders
Ability to move devices in folders directly under Customer > Devices > Folders > Unassigned. We cannot do it right now
2 votes -
Merge contacts
Merge contacts or allow multiple email addresses for one contact
11 votes -
We want to be able to disable/enable a client without losing the data
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.
6 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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Multiple Emails to one Contact
Ability to assign more than one email address to a contact
6 votes
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