Sherpa CRM
Sherpa User
- Sherpa Video Library
- The Sherpa Dashboard
- Working with Accounts in Sherpa
- Contacts
- Activities
- Opportunities
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
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