Tips & Tricks

Archive a copy of all inbound mail
Configure Cerb to archive a copy of all inbound mail.
Autocomplete an email address by host
When autocompleting an email address, you can start your search with @ to filter by the hostname first.
Build a worklist of tickets owned or watched by me
Learn how to use quick search to display your assignments and watched tickets on a single worklist.
Clear the server-side cache
Cerb uses a server-side cache to speed up operations like database queries. If you modify the database directly then you need to flush the cache.
Drag and drop attachments
Quickly attach files to messages by dragging and dropping them from your computer.
Enable the default reports
Cerb ships with several built-in reports that you can access from a workspace page.
Find other senders from the same email host
On email address cards, the Similar button is a shortcut for finding senders with the same email host.
Impersonate other workers as an administrator
Administrators can impersonate other workers to assist with configuration or troubleshooting.
Incremental quick search
Add new filters to a worklist using quick search without replacing the existing filters.
Initials in signatures
Display initials for a worker's first or last name in their signature.
Lock worklist sorting
Prevent workers from changing the sorting on a worklist.
Private shared workspaces with roles
Use roles to share private workspaces with specific workers from different groups.
Quickly add or remove yourself as a watcher from worklists
Learn how to quickly toggle your watcher subscriptions from a worklist.
Quickly close popups
Learn how to quickly close popups using a keyboard shortcut.
Quickly create calendar events
You can quickly create a new calendar event by clicking on the day number.
Quickly delete quoted text while replying
You can use the delete command in a reply to quickly remove huge blocks of quoted text.
Recover your administrator account
You can recover your administrator account by switching back to password authentication directly from the database.
Reflow quotes in a reply
Design research shows that the ideal line length for human readers is around 50-60 characters. This keyboard shortcut reflows quoted text for you.
Regular expressions in automation scripting
This page provides an example of using regular expressions within automation scripting to extract specific text patterns.
Remove assignments from deactivated workers
Clear assignments on records owned by worker accounts that are deactivated.
Review bot behaviors by event
Review bot behaviors for each event using subtotals on a worklist.
Save Cerb mobile as an iPhone shortcut
Add a shortcut to Cerb's mobile interface on your iPhone home screen.
Use prompted placeholders in snippets
Use prompted placeholders to personalize a snippet based on worker input.