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 vehicles (or boats, depending on your flock configuration) tab shows any vehicles that the contact owns or has added in their sheepApp account. More vehicles can be added and existing vehicles can be viewed and edited.
Adding a new vehicle
Click on the add vehicle button in the vehicles panel to bring up a window for a blank new vehicle to add to the contact with the following fields:
Registration Number
Make
Model
Year
Manufacturer
Style / Body
Colour
Tags
Please note that you are not required to fill in all of these fields in order to add a vehicle and depending on the type of vehicle supported in your flock, you may see different fields.
Click on the save button to add the new vehicle to the contact record.
Editing an existing vehicle.
Currently this is not possible from a person contact record in the vehicles tab but will be released shortly.
To edit vehicles please go to the vehicles segments found here then select the segment required e.g. cars on the left hand options.
Search and select a vehicle to open the record. You can edit all details and owners in this page on the separate tabs.