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 profile tab collects all of the personal (or organisational) information about a contact, including their names, communication methods and preferences, addresses, location, interests, tags and badges.

This data is broken down into 3 panels, each with their own actions:

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.

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.

Click on this option to add the contact with their current details to Stripe as a customer record. If the contact has made a payment through sheepApp, their customer record should already exist in Stripe. Please note this option requires Stripe integration to have been completed and running before it will be available.

Generally used for organisations, click on this option to search (via Clearbit) a national database of organisation information to fill gaps in the data for the contact record based on their email address or domain. Existing data will not be overwritten by any new data found. Please note that this action requires 1 Clearbit token to perform - if the search can't find any matches, the token will not be spent. Please see this article for more information on the auto-fill process and Clearbit tokens.

Where an address is provided sheep will provide a small map of the region. This data is provided from a third-party API and may occasionally be incorrect if the address or postal code provided is ambiguous.

Click on this option to add or change any email, phone or home/office addresses, as well as communications opt-outs. Manual email opt-out sets whether the contact can be sent bulk emails or pushed to mailchimp. Automated email (and SMS) opt-out sets whether the contact can be sent sheepCRM generated auto emails such as membership renewals and booking confirmations. Primary email address (and phone number) will be treated as the default recipients for any communications towards the contact - any additional emails or numbers you wish to link to the contact can be added in their respective fields. Lastly, the domains field allows you to add email domains to help sheepCRM link this contact with any contacts with the same domain (generally used for organisations).

If the contact has any social media accounts or pages, click on this option to add URLs to their social media pages.

Click on this option to set which methods of communication the contact record has allowed. Toggle each option to set whether the contact has approved receiving communications from you via emails, phone calls, SMS messages, traditional post, social media and 3rd party tools or integrations.

Generally used for organisations, click on this option to search (via Clearbit) a national database of organisation information to fill gaps in the data for the contact record based on their email address or domain. Existing data will not be overwritten by any new data found. Please note that this action requires 1 Clearbit token to perform - if the search can't find any matches, the token will not be spent. Please see this article for more information on the auto-fill process and Clearbit tokens.

Where an address is provided sheep will provide a small map of the region. This data is provided from a third-party API and may occasionally be incorrect if the address or postal code provided is ambiguous or there may clash with other locations.

Click on this option to bring up a window with the contact's current areas of interest. You can click on the cross to remove an area of interest and type the name of an area of interest to add it to the field. Click on the save button to update the contact's area of interests. Before using this feature, you will need to create your areas of interest before they will appear in this field. For more information on creating areas of interest, please see this article.

Click on this option to bring up a window with the contact's current tags. You can click on the cross to remove a tag and type the name of a new tag to add it to the field. If an existing tag matches the new tag entered, it will appear in a list of suggestions below - click on the suggestion to reuse a tag. Click on the save button to update the contact's tags.

Click on this option to bring up a window with a blank badge to be added to the contact. You will be able to select the name from a list of your existing badges and enter a value. The badge can be dated by adding a start date and set to expire if an end date is added. Any additional comments or notes can be put in the details field. Click on the save button to add the new badge to the contact. Before using this feature, you will need to create your badges before they will appear in the name field.

Existing badges can be edited by clicking on the edit option next to the badge in the badges panel. This will bring up the same window for adding a badge with the existing data in the fields, with the option to delete the badge entirely in the bottom right. Please note that some sheepCRM generated badges are locked and not editable or removable.