218 results found
-
Add Contact Without E-Mail
It would be excellent to be able to add a contact without an e-mail address, we have plenty of clients who have staff who shared e-mail addresses so we can't actually create contacts for each staff member in these instances which is a bit annoying.
24 votes -
Customer should be able to have multiple devices under them and not just 1.
Customer should be able to have multiple devices under them and not just 1.
33 votes -
Consistent Search box location
Can we look to get a consistent experience screen to screen where the search box is always on the left (or right) and not randomly placed depending on the area you're in. Example, search on the left in devices, on the right in passwords.
2 votes -
Multiple Addresses For One Customer
We have many customers with more than 1 office location. We need a place to put these in the customer info page. Ideally, we would also have the option of attaching a specific location for a customer to a ticket for times when a site visit is necessary.
As it currently stands, we have tickets that require site visits, and no way other than manually making an internal note to tell the engineers which location they need to go to. Even if they go to the customer info page, there is no way of storing more than 1 address, so…
12 votes -
Customer Groups
Categorize Customers ( Property : Group )
It's hard to manage Technicians access privileges ( on Customers )
when creating many new customers.Would be more handy ( dynamic ) with customer groups.
Assign Technicians Groups -> Customer Groups 👍
1 vote -
Customers with multiple office locations
Should be able to add additional locations/addresses for customers with more than one office.
27 votes -
contract
Services /Providers page where we can manage contact, account, contract/client for our services, support, etc.
We as an IT Dept , manage ISP,backup ISP, VOIP, Harwardare or lease devices, paid platforms or software that we need to manage , pay monthly or yearly, know wich kind of agreement or package we have and if wee need support gather all that info to contact them like account number, provider, support phone or agent phone, address, webpage, whatsaap, agent email or support email etc that we can manage in atera for quick response.1 vote -
Search for Custom Assets
Many other users have mentioned the need to refine search functionality for the Asset specific search bar within each customer. I however, think it would be more beneficial to have the ability to use the search bar up top to search for things like Asset Name or even a custom field like Serial Number (Which also should be a standard field given the context of these assets).
It serves no purpose to me to have assets listed in each customer if I have hundreds of customers and can't search for them across the board.
2 votes -
Customer Business Hours
I'd like an option to input a customer's open hours in their profile, possibly with a mark set on the full customer list as to whether they are open or closed. We schedule a lot of updates, reboots, and the like outside of business hours, so knowing if an office is open or closed at a glance would be especially useful, rather than calling them.
2 votes -
Detailed logging for Users
Maybe a more detailed break down for customers. ie Their log in/out activity for the past month. Help determine if they were on and working when they said they were.
3 votes -
Contacts
Ability to bulk manage contacts. Ability to bulk delete.
3 votes -
Using the Rank Field
When Creating a customer, make the Rank editable. (IE: Platinum, anything else MSP use)
Also allow to add a rank for existing customers.
5 votes -
Contacts - Client Information
Add "Notes" field to Client profile. And exterior (second) email address field for contacts. Make search possible by both
3 votes -
Deactivate Customer Account
It would be helpful to be able to deactivate a customer's account instead of only being able to delete them (subsequently deleting all of their history, tickets etc.).
At present it is only possibly to deactivate the contacts under that customer which doesn't help with customer management as it leaves a long list of customers which is no longer current.3 votes -
Print ticket with all details (time, products, etc.)
Ability to select a ticket and then "print" (paper, pdf) the entire ticket record (time entries, products sold, etc.).
16 votes -
Float Icon for Atera - readily available upfront to all customers. Easy Access when needed to raise a ticket.
Float Icon for Atera - readily available upfront to all customers. Easy Access when needed to raise a ticket.
4 votes -
Sort folder names alphabetically in "Relations"
It's unfortunate that "Folders" are not sorted under relations. Without the folders being sorted, it's difficult to check whether a folder name exists. Sometimes you might miss the fact that a folder name already exists, and you might create a new folder. With out the folder name being sorted (under relations), the folder function becomes rather useless.
4 votes -
Full sync with AD
We use Azur AD sync by Office and I have noticed that when I update in AD the user does not update in Atera. For example we have multiple facilities and Chester tester decides to move from Facility A to Facility B. It would be great to just go to our AD and Change the Office from "Facility A" to "Facility B" and Atera recognize this and move the user instead of just looking for new users when syncing.
2 votes -
Multiple Default Contracts
I think contracts should be re-worked so that you can set multiple default contracts throughout all clients (which appear by default across all clients, including newly created ones). Then within each client you can select one contract as a primary contract, which will be the one assigned to new tickets.
I also think the contracts should not have the same name - or be auto generated based on the client name and the attached products etc.
This method will allow
3 votes -
Customer IT Team Access
Customers IT Team having access into atera as that client only. Limited access with limited use and at a cheaper cost to compensate for not having access to the full range of features.
5 votes
- Don't see your idea?