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Bug/Error

  • Xero: Importing invoices into Xero
  • Can't install SherpaDesk Chrome Extension from Google Web Store

Getting Started

  • Creating a Business Customer vs an Individual Customer
  • How to add a customer satisfaction survey to closed tickets
  • How add users location via LDAP
  • How can I let technicians only see the queue they are assigned to?
  • Super User Access
  • More...

General Questions

  • The system says it supports SSO from Office 365, but I can't find how to do so?
  • Where can recurring tickets be set up?
  • How would I go about updating our company name?
  • How do I limit new users to specific domains?
  • How can I delete an invoice?
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Integrations

  • NinjaRMM Integration and Setup
  • QuickBooks Online: Expense Markups on Invoices
  • SherpaDesk & QuickBooks Online Integration
  • Integrating Active Directory LDAP
  • Setup Data Replication from Office 365 / Azure AD
  • More...

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

  • 2022.03.02 Production Release
  • 2022.02.09 Production Release
  • 2022.12.23 Production Release
  • 2022.12.22 Production Release
  • 2022.12.15 Production Release
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Tweets  Follow @sherpadesk

  • Having a solid SOP strategy is crucial in helping your MSP business run circles around the competition. Let's Explo… https://t.co/QUuKUnH8jO about 14 hours ago
  • MSPs are responsible for complying with regulations in their customers' industries. Let's explore how MSPs can rema… https://t.co/ehFewSTTx9 7 days ago
  • Let's explore what MSPs need to do to equip their technicians with the training and tools they need to become the s… https://t.co/Kdw1WXvkSQ 14 days ago
  • As the need for MSP services grows, things will get complicated for MSPs without a clear marketing strategy. Let's… https://t.co/QGZu77YThK 21 days ago
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