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Getting Started
Email Parser Commands
Setting up asset Category, Type, Make and Model
Need to update credit card info. Please advise where to?
What's the default password associated to a user account that's been created?
How do i disable the email requirement for adding a new customer?
More...
General Questions
How do I change an end user email address?
How Do I Add Multiple Email Parser Commands
Will Sherpa read bar codes? If so, do you have a recommendation for a scanner and printer?
Creating a New User and Password Requirements
In the custom report builder, there is a travelcost data source. How do I record travel costs to ...
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Integrations
NinjaRMM Integration and Setup
Integrate NinjaRMM Service Requests Using SherpaDesk Email Parser
SherpaDesk & QuickBooks Online Integration
What SSO integrations does SherpaDesk support?
Setup Data Replication from Google
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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
2022.01.24 Production Release
2021.12.23 Production Release
2021.10.27 Production Release
2021.10.26 Production Release
2021.10.12 Production Release
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866.996.1200 x 2
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