atera-customers
SolidAtera 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
Install
Quality Score: 80/100
Stars 20%
Recency 20%
Frontmatter 20%
Documentation 15%
Issue Health 10%
License 10%
Description 5%
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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