Requirements
The TDF/Sherpa CRM mobile app can be used by all customers who are using version 2020.R1 of SherpaGo or Tour deForce.
In order to log into the app, you'll also need the URL for your instance of SherpaGo or Tour deForce, your company name/ID, and your account credentials (username and password). Your IT administrator should be able to provide this information.
URL Of Instance
This is the web address of your SherpaGo or Tour deForce installation.
Example:
SherpaGo: https://mobile.sherpago.net/api
Tour deForce: https://MyCompany.tdfanywhere.com
https:// is required.
Company ID
This is the same company name you enter when logging into Print Sales Enablement (Sherpa) in a web browser.
If you're logging into a Sales Enablement (Tour deForce) system, the mobile app will auto populate the company ID.
User Name and Password
This is the same username and password you use when logging into SherpaGo or Tour deForce. If you don't have these, contact your administrator. They'll be able to help you.
Save Login Information
Placing a checkmark in this box will cause the app to store your URL, Company ID, User Name, and Password between sessions. This will mean you don't have to enter them each time you want to login.
Forgot Your Password
All passwords for all of our applications are managed by your local administrator. Our Support team does not have the authority to reset passwords for users.
Please contact your local administrator or your IT department for password resets. If they need assistance with how to make those changes, they can reach out to our Support team for help.
About
Learn more about what the mobile app is and who it's for here.
Support
This opens a link to our Help Pages for the mobile app.
Fingerprint Login
After you have successfully logged in once, and if your device is equipped for fingerprint login, the app may offer you the opportunity to log in with your fingerprint at subsequent logins. Here is an example of this screen on Android.
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