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Getting Started
How do I import my historical data?
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
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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
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Reporting
Custom Reports - Hyperlink Ticket Numbers
Creating A Custom Fields Report
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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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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
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Customizations
Accessing Portal Page Behind Login
Setup Custom Domains and Email Suffixes
Creating Custom Forms
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
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