Atera Customers

What problem does it solve?

This Skill streamlines the management of customer and contact information within Atera, reducing manual data entry and improving account organization.

Core Features & Use Cases

• Customer Management: Create, update, search, and delete customer records.
• Contact Management: Manage contacts associated with customers, including creating, updating, and deleting them.
• Custom Fields: Utilize and manage custom fields for enhanced customer data tracking.
• Use Case: Quickly add a new client to Atera, including their billing address and primary contact details, ensuring all essential information is captured for service delivery.

Quick Start

Use the Atera Customers skill to create a new customer named 'Example Corp' with the email 'info@examplecorp.com'.