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4770 results found
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Purchase Order (PO) Tracking
We are using Atera for an internal IT team not an MSP, but when we buy things from vendors it would be very helpful to be able to Create/Track/Relate POs for these items. Ideally some things to include would be:
Order Information:
PO Number - Auto Number with option to set starting number
Status (Open, Canceled, Partially Received, Received)
Date Ordered
Date Required
Date Received/Closed
Payment Terms - Selectable from List or Add New To ListRequestor Information - Selectable from Users
Requestor Name
Email
Phone
Department
LocationVendor Information - Selectable from List or Add New To List
Vendor
Address
Contact
Phone
E-mail AddressShipping and Billing Information - Selectable from List or Add New To List
Ship To Location
Bill To LocationSub Total (Calculated)
Shipping
Tax Rate
Sales Tax (Calculated)
Total CostPurchase Item:
Product Name - Selectable from List or Add New To List of "Master Items"
"Master Items Fields" - Product Name, Manufacturer, Product Type (Selectable from List or Add New To List), Part Number, Version, Vendor (Same List As PO Vendor List), Price, Warranty, Support, Maintenance Vendor, Contact, Comments, Taxable (Yes/No)
Order Information:
Quantity Ordered
Price
Total Cost
Check Box for Taxable
Receiving Information - Quantity Received If PartialTicket:
Can be associated/linked with a ticketAttachments:
Purchase Order Details:
Date
TechnicianWe are using Atera for an internal IT team not an MSP, but when we buy things from vendors it would be very helpful to be able to Create/Track/Relate POs for these items. Ideally some things to include would be:
Order Information:
PO Number - Auto Number with option to set starting number
Status (Open, Canceled, Partially Received, Received)
Date Ordered
Date Required
Date Received/Closed
Payment Terms - Selectable from List or Add New To ListRequestor Information - Selectable from Users
Requestor Name
Email
Phone
Department
LocationVendor Information - Selectable from List or Add New To List
Vendor…14 votes -
Software Inventory to show End of Life software
As other asset managers do, such as Qualys, it is often necessary to find and remove End of Life software from devices. It would be a very nice feature if Atera was able to show End of Life dates for known software, frameworks and plugins in the Software Inventory.
9 votes -
Date & Time Format
Option to change the date and time format to 24 hours and dd.mm.yyyy.
4 votes -
Chat
The Helpdesk Agent chat notification noise sounds terrible. There should be an option to change it.
7 votes -
list of activated devices for "work from home"
add list of activated devices for "work from home" near the subscription panel of "work from home"
7 votes -
Sophos Integration
An integration with Sophos, a global leader in cyber-security
651 votes -
threshold : list the servers according to their profile
Hello,
We find that servers do not have a "Threshold Profile".
From my exchange with support, there is no solution to list servers without a profile or with a specific profile like "None" or whatever.
Can you add this function please.
Waiting for your return,
3 votes -
refresh
The old system had a go button that would only refresh the contents in the page and not the entire page. The new system does not auto-refresh for minutes after something has changed. Used to I could just hit the go button on my filters and boom instant refresh of data only and not the whole page. This new system forces me to manually refresh the entire page wasting time and bandwidth.
26 votes -
Customer data BackUp to Synology Servers
Customer data BackUp to Synology Servers managed by the IT support provider, not only Acronis and Axcient. More precis to be, let's say Syno Active Backup for business integrated in Atera, Syno Cloud Sync, Syno Hyper Backup or Syno Snapshot Replication.
14 votes -
option for multiple sites for customers
It would be helpful if we could create sites under customers for those that have multiple locations, and then assign agents and contacts to those sites.
9 votes -
Activity Status trigger
have the change in activity status be a trigger for the automation. allows greater automation possibilities
4 votes -
Send welcome emails to customer after Azure AD Sync
Welcome automation emails only work when contacts are created individually for each customer. Importing customers with CSV or syncing with AD azure doesn't send the welcome email automatically to new contacts.
Welcome emails are the first interaction with new customer employees. This is highly recommended.
27 votes -
Adding images in the custom assets module
Consider adding images in the custom assets module to provide a visual representation of an asset or model, making it easier for users to identify and distinguish between them. This can save time and reduce errors when managing multiple assets or models.
10 votes -
Advanced Reporting filters for Product Family & Product
It appears that a couple of filters are missing in the system. Currently, we can only run reports based on ticket impact, source, and priority.
However, there are no options available for product family or products. This limitation results in vague reporting, as we are unable to determine the volume of tickets for each product.
I strongly believe that incorporating this feature into Atera's advanced reporting is crucial for better analysis and would enhance our reporting stats for businesses.
1 vote -
Filter Customer List by custom fields
I have custom fields under my customer accounts for example: cloud based backups tick box, Eset Antivirus tickbox.
I would like to be able to click the customer list and then filter the list to show me all my customers that I resell Eset to or to show all my customers to whom I provide cloud based backups for.
Being able to filter customers by just country or rank is not enough
2 votes -
Export / import function Kowledge Base
Have a function to export the data in knowledge base. It can be handy for exporting / importing multiple artikels.
19 votes -
Better Patch/Automation Scheduler
Actually, the Scheduler is really useless for us (and i think for most of your customers).
We have the following patch schedules:
Test: Thursday in PatchDayWeek
Pilot: Thursday in PatchDayWeek + 1 Week
Prod: Sunday in PatchDayWeek + 2 WeeksAt the moment there is no option to get this running automatically.
Perfect would be:
Run X (Day, Week, Month) after Plan X
Or Run X (Day, Week, Month) after 2nd (weekDay) of Month
Any other ideas/solutions?
1 vote -
Bulk Import Custom Fields for Contacts
I added a couple of custom fields to our Contacts. Would be great if we could bulk import the details with a CSV file.
2 votes -
Import Contacts - Add Mobile Phone to CSV Import Template
Add a Mobile Phone column to the Contacts CSV Import template and make sure it populates the Mobile Phone field in Customer Contacts.
2 votes -
Streamline Agent for HelpDesk, Chat and Registration
Overall we're happy with Atera, but I after migrating from a competing solution I think the agent installation package could be enhanced. It would be better for everyone if perhaps the ability to opt into Helpdesk and/or Chat with a checkbox be added to the installer. Additionally if done silently, with a command line switch. It would also be handy if one could pre-register the HelpDesk for contacts. These enhancements would improve efficiency greatly.
2 votes
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