Organize your Accounts

Reviewing the history of support and communication you have had with your accounts is a vital component of any customer support solution, and should be a simple process.   When using SherpaDesk, you are able to see all the activities related to a specific person or an account.

The ticket dashboard lets you see all the open and scheduled activities for an account.

The Project Manager allows you to select a specific project and see how many hours have been allocated to the projects, what percentage of the project is complete and how much remaining time is on the project.

The Asset Manager allows you to see a listing of all assets assigned to an account.

The User Manager lets you see all the assigned users of the account giving you quick access to their profile information and support request activities.

SherpaDesk provides your organization the ability to track the support information for both the people and the accounts you work with, it will create relationships between the two, and will provide you with a way to see a comprehensive history of activities in an easy to navigate interface.