New to Cerb5? Drafts

Documentation August 5th, 2010

Drafts is a 5.0+ feature. This blog post was written based on a 5.0 Helpdesk, so by the time you read this it may be outdated. If what you’re reading here doesn’t match up with a newer version you’re on, check the formal documentation. There’s no promises that will be on latest either, but it [...]

New to Cerb4? Learn about about all (most) of the features in our HOWTOs section

Documentation, Tips & Tricks March 26th, 2010

It’s been a while since I’ve posted one of my New to Cerb4 blog tutorials, but I assure you they will be back. In the meantime I’ve been restructuring my HOWTOs area of the wiki to better integrate these older posts into more streamlined documentation, going out of my way to ensure it’s one of the most [...]

Cookbook! Sent Mail

Cookbook October 16th, 2009

We get questions all the time about how to use Cerb4, and whether x workflow can be done, or y configured in a certain way. The truth is, it’s very difficult to build a piece of software that meets everyone’s needs ‘out of the box’. To combat this, we’ve built the software with a ‘Toolkit’ [...]

Screen-by-Screen #3: Helpdesk Setup -> System

Tips & Tricks September 30th, 2009

Our next entry in the Screen-by-Screen walkthroughs is going to be nice and short! Click ‘helpdesk setup’, the ‘System’ tab. There really isn’t a whole lot of content in the ‘System’ tab and most of it is pretty self-explanatory, but there are a couple of important sections detailing the current state of your Helpdesk worth [...]

New to Cerb4? ‘Due’ field more like “Reopen” date

Tips & Tricks September 29th, 2009

One of the more mysterious and elusive objects in Cerb4 is the ‘Due’ field. If you’re new to Cerb4, chances are you don’t know about it. In fact depending on your workflow, even veterans may not be familiar with the concept. Unfortunately the name itself can be a little misleading, and for those expecting an [...]

Screen-by-Screen #2: Helpdesk Setup -> Scheduler

Tips & Tricks September 16th, 2009

Welcome to the second guide in the Screen-by-Screen Series! If you’re not familiar with this series, you can find an introduction to it in our first walkthrough, Screen-by-Screen #1: Helpdesk Setup -> Mail Setup Scheduler To get to the scheduler, click ‘helpdesk setup’ then the ‘Scheduler’ tab. The Scheduler is what actually runs when you run [...]

Screen-by-Screen #1: Helpdesk Setup -> Mail Setup

Tips & Tricks August 27th, 2009

Because of the “toolkit” design of Cerb4, we can have a heck of a time creating solid documentation for the software. As it stands very little is as simple as click this button and it works, and instead a lot of the cool features require you to combine several building blocks into one workflow. For [...]