Contact connections let you link contacts to one another: people to people and people to organisations and organisations to organisations.

A simple connection links 2 contacts with a connection type or role. A common connection will be the job connection between an person and their employer.

From mid 2020 connections have an optional start and end date allowing the recording of historic connections. Knowing the connection history is useful in fundraising when you need an introduction or in membership when you want to track where a member has moved from when they changed jobs.

Automatic connections are connections between contacts that the system has created for you. Sheep will automatically show contacts that a linked through a membership, group or family. These connections can’t be edited, if the connection is not correct then the underlying data should be changed (for example removing the linked membership).

The system will also look for connections based upon profile data. E.g. Contacts that share a phone number or email domain. These connections are usually accurate and helpful but not always. If an automatic connection has been created by Sheep you can now suppress that connection show that it isn’t shown.
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Organisation records can now be connected together bring support for large organisation structures or for those using organisation records to represent multi-site institutions.

*If the connection role is not in Sheep you can always add more. Please see Adding a connection role for help.