210 results found
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Customer Contact
The same customer contact should be able to be assigned to several customers.
We have contacts which need to be assigned to multiple customers. At the moment, a contact (because of the email address) can only occur with one customer.80 votes -
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 -
webp
With the conversion of web images to the Webp format. can the upload of customer logos be updated to allow webp images?
1 vote -
Include the option of specifying additional email address' for each customer.
Some users have and send support requests from multiple emails or aliases. This results in tickets not getting assigned to the correct contact. Syncro, Automate, and other PSA already have the ability to specify additional email addresses per contact.
3 votes -
CheckBox option under Folders
Under folders, have the checkbox ability as well so we can select some devices
7 votes -
Add multiple Addresses
It would be nice to add option to add multiple Addresses (Street, City, etc.) for a single Customer that has more than 1 location.
4 votes -
Password Import for Contacts
Add the ability to bulk import passwords either through the API or through a contact import using a CSV.
Currently there's no way to take previously generated passwords and attach them to existing customers. The password manager feature is great, but without being able to bulk import existing data it becomes incredibly difficult to maintain contacts. This would also be useful if passwords expire and need to be maintained.
14 votes -
Password Reassignment
under the Customer Password that this can be reassigned to other Contact , as sometimes the passwords are Company accounts or contact leave and others take over the accounts. so not having to recreate everytime we need to reallocate that password would be nice.
4 votes -
Device Limit for customers
The ability/function to limit how many devices are allocated to each customer depending on the support package provided internally. Doing this through threshold creating would make sense from a user's perspective.
Works great for billing so we as providers understand if someone's breached their limits.
1 vote -
new feature request
I would like to have the ability to set each customer's remote preference as Attended or Unattended. This would be ideal for different customer types.
2 votes -
i would like to add a system deploy or install date
I would like have a field in the agent windows that allows to put in a system deploy and warranty expiration date ( Age of the system). This would be a tremendous help for replacing systems in the field .
9 votes -
assign default technician
It would be very helpful if each client had the option to assign a default technician so that when a new ticket comes in from the client the tech is notified
7 votes -
Ability to filter machines in a folder view to shown offline machines only
Ability to filter machines in a folder view to shown offline machines only.
2 votes -
add an option/button to send / resend a user's customer portal to the user
My current configuration to trigger Atera to send the customer portal credentials is after a new contact is added.
This is a great feature but, what if your user/contact requested you to resend or reset his customer portal password? I think an option to send / resend will be a great addition to this section as oppose to sending it manually.
I hope you will grant this request. It would make it so much convenient and easier.
50 votes -
Move custom field under customer at the top
Move custom field under customer at the top
1 vote -
Custom Fields per client
ability to assign custom fields per customer
49 votes -
View password without reviling it.
Sometimes the end user is close by, and you need to copy the admin password so it would help to have the option to copy the password without reviling it.
50 votes -
Contacts delete
delete many users at the same time
29 votes -
Send a mail to newly added contact working with CSV import
For now, the option "sending a mail to newly added contact" doesn't work with contacts added with a CSV import, which is a big issue if you want to send their IDs to those contacts when their accounts are created.
5 votes
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