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6 results found

  1. Improve adding Manual Time Entries

    20 votes

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    1 comment  ·  Ideas and Feedback » Tickets  ·  Admin →
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    Michael Zull supported this idea  · 
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    Michael Zull commented  · 

    Also, the popup window for manual time entries is way too small, in particular the tiny section for notes is difficult when writing detailed notes about work performed.

  2. Notes or description section on Invoice

    42 votes

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    5 comments  ·  Ideas and Feedback » Billing  ·  Admin →
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    Michael Zull supported this idea  · 

  3. Show ticket time entries also on the customer portal

    20 votes

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    3 comments  ·  Ideas and Feedback » Customer Portal & Knowledge Base  ·  Admin →
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    Michael Zull supported this idea  · 

  4. Attaching the report as PDF to the schedule emails

    15 votes

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    5 comments  ·  Ideas and Feedback » Reports  ·  Admin →
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    Michael Zull commented  · 

    This is critical, our reports are how we justfiy what we charge and we need this to be an automated and easy process.

    I would never send automated emails from Atera directly to a client and ask them to click links and review. They need to go to me first to review and then be sent to them from my organization.

    As of now downloading individual reports to send to the client is untenable and takes me hours and hours to do, just make it so the schedule report attaches the PDF to the email please, so I can then review and send.

    Love the progress Atera is making though, thanks gang!

    Michael Zull supported this idea  · 

  5. Exports All Reports in PDF

    7 votes

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    0 comments  ·  Ideas and Feedback » Reports  ·  Admin →
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    Michael Zull supported this idea  · 

  6. Report PDF to e-mail

    8 votes

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    0 comments  ·  Ideas and Feedback » Reports  ·  Admin →
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    Michael Zull supported this idea  ·