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 Equality, Diversity and Inclusion (or EDI) tab shows all known information about the background, disabilities and work/care responsibilities of the contact record. This information can be manually added by your staff or added by the contact themselves in sheepApp under their health section.

Click on the edit button in the top right of the panel to bring up a window with the various EDI fields that your flock is configured to support. As this is private and sensitive data, the fields offer a 'prefer not to say' option which can be used as needed. Please remember to click on the save button to save any changes made.