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  2. Sherpa CRM

Sherpa CRM

Sherpa User

  • Sherpa Video Library
  • The Sherpa Dashboard
  • Working with Accounts in Sherpa
  • Contacts
  • Activities
  • Opportunities
See all 52 articles

Sherpa Administrator

  • Role of a Sherpa Admin - Best Practices
  • What to do when a user needs to be removed from Sherpa
  • The Role of an Admin in Sherpa
  • The Sherpa Administration Control Panel: Globals, Database Maintenance, and Setup Home Tabs
  • Administration Control Panel: ERP Link Tab
  • Administration Control Panel: TCO Printers Tab
See all 44 articles

Sherpa FAQs

  • How Sherpa, SherpaGo, and Eautomate on-premise or Eauto cloud (ECI) function and connect.
  • Sherpa error message when requesting a CEO Juice report - Conversion from string "XXXX" to type 'Long' is not valid.
  • Sherpa error message - 'CONCAT' is not a recognized built-in function name
  • Sherpa error message: Invalid column name 'OrderID'
  • Sherpa error when attempting to create a document from a template - RPC_E_CALL_REJECTED (Call was rejected by callee)
  • Sherpa error message when creating an Excel document from a template - Could not load file or assembly or access is denied Microsoft.Office.Interop.Excel
See all 33 articles
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