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Getting Started
How To Setup ToDos
How to Design Your SherpaDesk Portal
Managing Accounts & Locations
Create New Notification Rules
SherpaDesk & QuickBooks Online Integration
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General Questions
Can I change the language of the system?
I was curious what RMM platform you are working on integrating with, and if there is an ETA when ...
How to change the URL so that it matches my domain?
How do I change the web address? It wouldn't allow me to enter my domain name.
How do I set up priorities? Such as, high-priority, medium priority, and low priority.
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Integrations
QuickBooks Online Integration - One Click
SherpaDesk Integration with FreshBooks
XERO Integration - Getting Started
Setup Data Replication from Office 365 / Azure AD
Azure AD Connect
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Customizations
Fix Design on your Portal
Setup Custom Domains and Email Suffixes
Creating Custom Forms
Reporting
Creating A Custom Fields Report
Service Level Agreement Reports
Updates and Releases
2019.11.28 Production Release
2019.9.20 Production Release
2019.09.05 Production Release
2019.08.15 Production Release
2019.06.20 Bug Fix
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support@sherpadesk.com
866.996.1200 x 2
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