If your account has multiple flocks, you will see a dropdown field in the top-left of the navigation bar. Click on this field to see the flocks available to you - click one the flock to load the data for that flock.

Please note that if you only support one flock, this will just show your flock name and act as a quick-link to your dashboard.

Use the green navigation bar across the top of your dashboard to navigate around sheepCRM.

To the right of your flock name you will have access to a number of quick-links to other parts of sheepCRM. These will vary on your licence, but can include the following:

View your membership data - contact records, active members, lapsed members and expired members.

View your event data - tickets, main events, team / group events, buyers, attendees and sessions.

View your team / group data - teams, teams members, teams leaders and team related news, events and pages.

View your flow boards and form data - forms, submissions, applications, scoring and applicants.

View your data from all sections and products grouped into segments - customise segments to provide very specific views on your data.

View your data from all sections and products in pre-defined reports - finance, communications, contacts, membership, bookings, donations, teams, applications / submissions and general usage statistics.

The search bar in the top-right of the navigation allows you to quickly search contacts, organisations, events or venues.

The following fields can be searched for contacts and organisation records:

Name, Email Address, Telephone Number, Postcode

For events and venues, the following fields can be searched:

Title, Date (range), Category / Type

From the search records, click the record you wish to view.

To show a preview of the contact record as shown below.

Choose 'View Contact' to see the full contact record. Depending upon your licence and set up, you may see all or some of the sections shown below.

New contacts, organisations or events can be quickly added from anywhere in sheepCRM by using the add resource button - click on the plus icon in the top-right of the navigation bar. This will show a dropdown with the following options:

Click on this to bring up a window with fields to add a new contact record - fill in as much information as you have and click on save to create the record. Please note that while none of the fields are required, we recommend filling in the name and email address as a minimum. See here for more help.

Click on this to bring up a window with fields to add a new organisation record - fill in as much information as you have and click on save to create the record. Please note that while none of the fields are required, we recommend filling in the name and email address or website as a minimum.

Click on this to bring up a window with fields to add a new event - fill in the event name, type, start date and optionally enter the end date and assign event to a group, if applicable. Once filled in, click on create draft to save the event as a draft. See here for more help.

You may also see other items depending on your specific set up.

The tasks tab shows any current tasks you may have. Tasks help you track and manage to-dos related to leads, customers, or internal workflows. For more details use this link.

Your notifications can be accessed by the bell icon. Click on this icon to see reminders and notifications, e.g. exports.

Reminders will be in order of date due and will only show up to ten in the window.

The help icon will open the sheepCRM help system and let you search hundreds of help articles.

You can also contact support using the HELP button at the bottom right of the window.

Your photo / avatar will appear in the top right corner of the navigation. Click on this image to bring up a list of useful actions and links:

View your account settings - change your personal details, photo and account security settings.

This is where you can set multi-factor authentication as a user so that you receive an SMS code on login.

Within the actions on the security section you can obtain an API key for user accounts using the API for integration work.

As explained previously above.

View our Intercom knowledge base - browse all of our support articles and videos or contact our support team directly.

View the terms & conditions agreement with sheepCRM.

View the self service portal as your customers will see it. See here for an overview.

View the settings of your flock - links to sheepSettings where all of your flock configurations can be changed.

Log out of your account - this will log you out of all sheep products.