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Getting Started

  • New - How to add a customer satisfaction survey to closed tickets
  • How do I disable the email requirement for adding a new customer?
  • How to Design Your SherpaDesk Portal
  • Forward Office 365 Email into SherpaDesk
  • SherpaDesk IP addresses added to whitelist for emails
  • More...

General Questions

  • Time Stamp on Tickets
  • How do I delete a saved search filter?
  • Can't install SherpaDesk Chrome Extension from Google Web Store
  • How do I change alerts going to technicians?
  • How to bulk close tickets
  • More...

Integrations

  • Email Parser Forward Setup for Google Corporate
  • Service Date Not Showing on QuickBooks Invoices
  • Setup Data Replication from Google
  • Install SherpaDesk application into G Suite
  • Setup Data Replication from Office 365 / Azure AD
  • More...

Customizations

  • Accessing Portal Page Behind Login
  • Setup Custom Domains and Email Suffixes
  • Creating Custom Forms

Reporting

  • Custom Reports - Hyperlink Ticket Numbers
  • Creating A Custom Fields Report
  • Service Level Agreement Reports

Updates and Releases

  • 2025.06.16 Production Release
  • 2025.04.24 Production Release
  • 2025.03.20 Production Release
  • 2025.03.06 Production Release
  • 2025.02.28 Production Release
  • More...

Delete

  • Super User Access
  • Saved Filter Searches
  • I have a user who can not sign in. It says it does not recognize their email and if I try to corr...
  • How do I print an itemized report of work done for pre-paid hours block?
  • I need to put a new credit card number into the system for our account. The current credit card ...
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Contact us

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