atera-customers

Solid

Atera customers and contacts: customer records and fields, contact management, custom fields, and customer lifecycle operations.

AI & Automation 36 stars 16 forks Updated today Apache-2.0

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Quality Score: 80/100

Stars 20%
52
Recency 20%
100
Frontmatter 20%
70
Documentation 15%
100
Issue Health 10%
50
License 10%
100
Description 5%
100

Skill Content

# Atera Customer Management ## Overview Customers in Atera represent the organizations you provide IT services to. Each customer can have multiple contacts (end users), agents (managed devices), contracts, and associated tickets. Proper customer management is essential for organized service delivery. ## Customer Fields ### Core Fields | Field | Type | Required | Description | |-------|------|----------|-------------| | `CustomerID` | int | System | Auto-generated unique identifier | | `CustomerName` | string | Yes | Company name | | `BusinessNumber` | string | No | Tax ID or business registration | | `Domain` | string | No | Primary email domain | | `Address` | string | No | Street address | | `City` | string | No | City name | | `State` | string | No | State/province | | `Country` | string | No | Country name | | `ZipCodeStr` | string | No | Postal/ZIP code | | `Phone` | string | No | Main phone number | | `Fax` | string | No | Fax number | | `Notes` | string | No | Internal notes | | `Website` | string | No | Company website URL | ### Billing Fields | Field | Type | Description | |-------|------|-------------| | `CreatedOn` | datetime | Customer creation date | | `LastModified` | datetime | Last modification date | ## Contact Fields ### Core Fields | Field | Type | Required | Description | |-------|------|----------|-------------| | `EndUserID` | int | System | Auto-generated unique identifier | | `CustomerID` | int | Yes | Parent customer ID | | `CustomerName` | ...

Details

Author
wyre-technology
Repository
wyre-technology/msp-claude-plugins
Created
5 months ago
Last Updated
today
Language
Astro
License
Apache-2.0

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