Deepser Documentation

Welcome to the official Deepser documentation. Use the sections below to find guides on configuring and using all Deepser modules, from service management and CRM to workflows, integrations, and the REST API.

Sections

• Getting StartedNavigate the Backend interface, manage cache, search records, and customize the UI.
• Custom FieldsCreate and configure custom fields to extend entity forms with additional data types.
• ListsCreate and manage reusable lists to populate dropdown fields and control visibility.
• Form TemplatesCreate and configure form templates to control the layout and behavior of entity forms.
• GridsConfigure, filter, export, and customize data grids for efficient record management.
• CategoriesOrganize entities using hierarchical categories with visibility controls.
• Access and VisibilityManage users, companies, groups, roles, authentication, and portal visibility.
• IntegrationsConnect Deepser with third-party tools including Datto RMM, NinjaOne, Microsoft Teams, and more.
• Email IntegrationConfigure mailboxes, email rules, events, and templates for email-based service management.
• WorkflowBuild automated processes using the Flow Designer, triggers, logic blocks, and approval workflows.
• IT Asset ManagementManage IT assets with device scanning, monitoring, and remote control integrations.
• PortalsConfigure the User Portal and Guest Portal for end-user and public access.
• ReportingBuild dashboards with charts and panels, and generate custom reports.
• Knowledge BaseCreate, configure, and publish Knowledge Base articles for self-service support.
• Password ManagementStore, share, and audit passwords with role-based access and portal integration.
• SystemSystem-level features including mentions, module creator, and quick replies.
• Service ManagementConfigure and manage Service Operations, service types, routing rules, SLAs, and escalation.
• CalendarConfigure internal and external calendars to visualize scheduled activities and events.
• CMDBConfigure and manage the Configuration Management Database with classes, types, and CIs.
• InventoryManage warehouses, items, and inventory movements for stock tracking.
• CRMManage customers, contacts, companies, and sales opportunities.
• ContractManage contracts and contract lines including setup, billing, renewals, and escalation rules.
• SalesManage quotes, orders, invoices, products, and billing within the CRM Sales module.
• ProjectCreate and manage projects with Gantt charts, task scheduling, and resource tracking.
• TaskConfigure and manage task types and task grids for activity tracking on entities.
• BoardCreate and configure Live and Freeform boards to organize work visually.
• RelationsConfigure and manage relations between entities for cross-entity data linking.
• ChatConfigure and use the integrated chat for internal collaboration and external communication.
• SurveyCreate, distribute, and analyze user feedback surveys with templates and dashboards.
• Activities and WorklogsManage comments, worklogs, and activity grids for Service Operations and other entities.
• Deepser APIIntegrate and extend Deepser using the REST API for data operations and automation.
• Importing DataImport data into Deepser from external files using configurable import procedures.