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  1. 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

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    0 comments  ·  Customers  ·  Admin →
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  2. 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

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  3. 0 votes

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    Under Review  ·  0 comments  ·  Customers  ·  Admin →
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  4. 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.

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