Sheep will allow you to collect as many email addresses as you need for a contact. You can optionally choose to label the email address e.g. home or work
Changing an email address is as simple as editing any other field. However, because an email address is frequently used to link to other systems there are a few issues to be aware of.
⭐ Primary Email
Sheep will automatically allocate an email as the primary email. Where only one email is present this is, of course, simple. When a contact has more than one email Sheep will arbitrarily pick one unless the primary is specified. In Theme 5 if the primary email has been nominated it will be shown with a ⭐ emoji in the email list.
🐛 In Alpine it is not currently possible to tell if the system has nominated or dynamically picked the primary email.
When using Theme5 (Blue)
Find the person's record
Click edit on the email card
Add a new email to the person
Click the small star ⭐ to the right of the email to mark the new email as the primary address
In Alpine (Green)
Find the person's record
Click to open the Summary side panel
From the action menu choose "Edit email"
Edit the primary email field or swap emails with the additional email fields.
📱 App email accounts
⚠️ Note - changing the email address of a contact that has already been linked to an app account will not change their app email.
The email address for the Sheep App user acts as their username. At the time of account creation, it will link to or create a contact record for that email. The username (the email used by the person to log in) and your stored email address can then diverge. User accounts are not specific to your database so changing the username for a user is not available. Where a user needs to change their email (and therefore their username) , perhaps because they have moved email providers, you should process the email change as usual and they should register for a new app user account with their new email. The system will ensure that their existing data is connected.
Process for a user changing their email address
Upon request from the user/contact:
Change the contact record as with any other contact
Acknowledge the change to the user and asked them to register again with their new email address (they will need to prove ownership of the new email address)
When the user registers their new account will connect to their existing contact data
🐵 Mailchimp
To replace an email in Mailchimp:
Follow the Primary Email steps from above
Click the Mailchimp panel selector (right hand sidebar)
Subscribe the new email to Mailchimp
Unsubscribe old email (same form - you will see one set of email lists per email address)
Return to the email card and remove the email from person (or leave in place with an
old emaillabel