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 connections tab shows all the other contact records that are related to the current contact. These can be manually created connections, where the records are directly related - such as marking a specific job or role at an organisation - or automatic sheepCRM created connections linking contacts through shared information - such as having the same phone number or a family member.

Specific contact connections can be searched for by entering the name of the contact in the search bar. Clicking on view next to the connection will bring up a summary window showing details of the contact as well as the details of the connection.

You can also click on the name of the contact connection to bring up a summary window for the just contact themselves, with the option to view the full contact record.

From the connection tab, click on the add connection button in the top right to bring up a window with the following fields:

Select the contact record that should be connected to the current contact. This can be an individual or organisation record.

Select from a list of roles / types that best describe the connection between the two contact records. To add more options to this list, please follow this article. You can also create one off connection roles directly.

If applicable, set a start & end date for the connection. This can be useful for adding historical context to your contact connections. Setting an end date can also 'stop' the connection if being used by other functions in sheepCRM.

Not a requirement, but adding a description is recommended as it'll add additional context to a connection which can be a great help for you and your staff.

A bi-directional connection is a connection that will be created on both records. If set to 'no' the connection will be treated as one-way and only appear on the current contact record.

Please note that automatic connections can not be directly edited - however these connections will be created due to shared information or membership linking, so changing the core data will update or remove the connection entirely.

From the connections tab, click on view by the connection to bring up a window showing the connection details, listing each connection between the two contacts.

If not an automatic connection, there will be an edit option underneath - click on edit to bring up a window with the existing data editable. Once the changes have been made, click on the save button to save your changes.

Please note that automatic connections can not be directly deleted - however these connections will be created due to shared information or membership linking, so changing the core data will update or remove the connection entirely.

From the connections tab, click on view by the connection to bring up a window showing the connection details, listing each connection between the two contacts.

If not an automatic connection, there will be a remove option underneath - click on remove to delete the connection.