Please Note: The summary page will not update immediately with all changes you make in any specific areas of a contact record. For example;
A membership that has just been cancelled will not update the summary from active member until the system updates all databases.
A task that is set on the contact will show on the summary immediately and remove itself when completed.
How do I Navigate to Contacts Summary Information?
While some actions for updating the most commonly changed data for a contact can be done in the summary modal actions button, every bit of data sheepCRM has related to the contact record can be viewed, added and updated in the contact record's detailed sidepanel view.
Find the contact you wish to edit, bring up the summary modal and click on the View Contact button to open up the sidepanel.
The default tab open in the sidepanel will be the contact summary. As the name suggests, this tab shows brief summary panels of the data sheepCRM has on the contact being viewed. The layout of this tab will vary slightly based on your flock configuration and whether the contact is a person or organisation.
Most panels will provide quick links to their own tabs, however the first panel provides an actions button with the most commonly needed 'quick-actions' that you may need to manage your contact. Click on the actions button to view the available options:
How do I Change the Photograph on a Contact Record?
Click on this option to change the photograph for the contact. This will bring up a modal with the existing image, if present, with the option to upload a new image.
How do I Edit Personal Details on a Contact Record?
Click on this option to change core details such as the name, titles, pronouns, language, timezone and various important dates for the contact. Once finished changing the data in the modal, click on the save button to save your changes.
How do I Edit Email, Phone and Address on a Contact Record?
Click on this option to change or add additional phone numbers, email addresses or the contact's physical address. You can also set email and SMS opt-out conditions and any shared domains the contact has (useful for sheepCRM automatically assigning contacts under the same organisation).
How do I Copy the URl for the Contact?
Whilst on a Contact>under Summary>Actions>select 'Copy Record Link' in order to copy the URl to clipboard.
What is an Obfuscate Record?
If a member has asked to be removed from your CRM, but you do not wish to lose all the data related to the record, you can obfuscate the contact record.
This will keep it in sheepCRM, but remove any identifiable information that could point to a specific person or organisation. This is generally preferable to deleting the record entirely, as you will not lose any data around the contact while adhering to GDPR guidelines.
How do I Delete a Contact Record completely?
If you wish to remove the contact record entirely, you can select this option. However, this will completely delete the record and as a result you will end up with related data with broken connections, which may be hard to locate and report on. For this reason we recommend obfuscating the record instead and that deleting a record should only be for test contacts or data.