Ability to turn off Enforce email address for attendees. Disabling this will allow the collection of attendee names with an optional email address. However, it will turn off contact creation and you won’t be able to use attendee questions, if applicable.

New bulk actions on an event order and attendee views

Improved attendee view

Order last updated column has been added under the Orders tab

sheepApp Event categories will now only show categories that have available events, no more old categories or empty categories.

Ability to easily create a flowboard for managing inline event question submissions. This is done per event via the events main action menu. Requires sheepFlow module.

Inline Event questions now have statuses that are unique in comparison to standard form submissions, for better handling of automatic communications when forms are being used outside of events.

Ability to easily change the status of an attendee's questions per order or in bulk via a flowboard.

Improved two-step authentication (now referred to as multi-factor authentication)

A more personalised user log-in experience

Ability to choose a session duration and the ability to remember your device

Enhanced security features

A user account dashboard that provides an overview of your logged-in user account with quick links to the sheepCRM applications you have available or within your licensed modules.

Use strong, unique passwords and update them regularly

Instruct your team to use multi-factor authentication (MFA) - (requires mobile phone to receive the codes)

Ensure your user / staff leaving process includes removal of user permissions or deleted user accounts

Avoid user accounts being shared by multiple people.

Have clear policies and user steps for accessing and logging out of systems

Be alert to phishing emails and suspicious login attempts

Tasks and Notes have seen their respective UI's updated to follow the rest of the contact side panel for a more consistent experience.

Messages now default to show all messages with icons added to indicate which are drafts, failed or are waiting in the queue to be sent.

Reservations will now show you the start/end date and the location from the collapsed view.

Adding new contacts will now do an exact match lookup based on email addresses prior to saving the new contact. If it matches a contact already in the system you will get a warning that the contact already exists.

Appeals now have an option to disable one-off donations when regular donations are turned on so that you can have dedicated appeals for regular giving.

Template validation is now possible when editing or creating templates, just hit the validate button and check whether or not your templates contain anything that may break the template and stop it from sending. This will flag common issues such as bad mail merge fields.

Browser Tab Titles: We’ve added descriptive titles to browser tabs to make navigation easier, especially when working across multiple tabs.

Message Sorting: Sort messages by most recent/least recent or by subject.

Message Filtering: Filter messages by status, including Sent, Draft, Problem, or All.

Linked notes: We’ve added the ability to easily view and click through to linked contacts if a note is linked, as well as making it more obvious that the note is linked with some additional styling.

Sorting Options: You can now sort notes by title in both ascending and descending order.

Sorting Icons: Sorting options are now represented with clear icons for easier navigation.

Truncated Titles: Long titles can now be truncated, with the full title added to the body text. The shortened version will then appear in the main title.

Updated Guides: We’ve refreshed the sheepSpaces article and Alpine Migration guide to include important updates for users transitioning from legacy sheepSpaces.

ID - so you can edit the invoice number if required.

Invoice date - so you can change the automatic date generated.

Purchase order number - so you can set one when requested.

Xero Ref - this will be auto-populated when using automated invoice creation into Xero but can be added if not.

Further to previous communications it has become time to set a retirement date for this version, and therefore its also time for anyone still using parts of v5 to switch to sheepCRM Alpine.

We will be publishing a guide for users on or before the 30th of January 2025 and will alert all users when this is available.

The guidance is for all users, but if you are the system administrator or training and support contact for your team, please use the guide to update any of your internal resources as required.