218 results found
-
Alphabetical order of customers when creating a new contact
Create a new contact -> Select Customer
This section is not ordered alphabetically2 votes -
Hiding certain customers from dashboard.
Having the ability to hide certain customers from the desktop view to make it easier to find your current clients but still keep the hidden customers accounts.
3 votes -
On the contracts page can we see a product count for contracts where it contains multiple items.
From the contracts page we could do with seeing the product / item count.
3 votes -
Send credentials portal :
possibility to send credentials at all customers in atera by mail
4 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!
-
report self service
Allow customers to log in and allow access to reports only, as a self-service option. To generate and schedule the reports they want and self-manage them.
2 votes -
Create folders to organise Compainies
It would be great to have a way to group customers into folders, say by company type i.e accountants, estate agents or even to group into letters so Acme under A, Beta Corp under B etc etc.
1 vote -
Pagination for customers page.
Pagination for customers, if you have more than 600 customers that page takes over 30 seconds to load, so pagination is a MUST for larger customers.
2 votes -
Add tags to Customers
Ability to add tags to customers and then filter then within the billing side of Atera.
2 votes -
Move the password delete button away from the view button
The buttons are very close to each other
4 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!
-
Auto Assign Asset
As a multilocation service desk, it would be beneficial to create an IP-based customer attribute and have devices roll under that customer by default.
1 vote -
Hope to have feature for token based support for customer
hope to have a feature for token based support counter, like 4 hours equal 1 token for per customer then when on-site or remote support can Consume the token.
3 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!
-
copy password entry
Copy a password entry to update. When populating your password vaults, this can ensure consistency rather than entering the same details with each and every one that are similar
1 vote -
G Mail CMR integration
It would be great if I could review all the interactions (emails) to and from my customers through a Gmail CRM plugin. The plug-in could BCC the communication between you and the customer to a custom email address which appends the info in the email to the appropriate client's record. It would be great if the plug-in also allowed you to select the type of correspondence you are sending such as Sales, Support, or Follow-up.
1 vote -
1 vote
-
I want to be able to import my past tickets with my clients for repairshor so I only have to use one platform.
You only have a few headers for your templet to import customers. I have 4000+ clients that need years' worth of tickets and charges imported. I need to make the import into Atera so I am able to use one platform instead of using two.
1 vote -
Security against supply chain
Give the option to lockdown customers with passwords. Even if someone were to get in, they would have to login to gain access to clients.
Add in passwords and disable auto login for client level connection on devices. With Splashtop i know you can enable or disable auto login, but give the option overhead.
1 vote -
Test - Dani RM
Bla Bla
0 votes -
Gmail CRM Integration
It would be great if I could review all the interactions (emails) to and from my customers through a Gmail CRM plugin. The plug-in could BCC the communication between you and the customer to a custom email address which appends the info in the email to the appropriate client's record. It would be great if the plug-in also allowed you to select the type of correspondence you are sending such as Sales, Support, or Follow-up.
0 votes
- Don't see your idea?