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 General Data Protection Regulation (or GDPR) tab shows all known consent, legitimate interests and data contracts the contact has agreed to, including those that have been subsequently withdrawn. The data stored in this section will be referenced when you request to send messages to or process the data of your contacts, so we strongly recommend keeping this as up to date as possible. Your members are also able to view and manage this data themselves using the data privacy section of the sheepApp.

Consent records are agreements made by the contact that permit you using their data in specific ways. Generally used for things such as promotional messages or newsletters, contacts can create consent as well as withdraw it from their sheepApp account.

To record a new consent record for the contact, click on the record consent button on the GDPR Consent panel. This will bring up a window with the following fields:

To edit an existing record, click on the actions button on the card for the consent and select the edit consent record option. This will bring up a window with the fields outlined above.

To withdraw an existing record, click on the actions button on the card for the consent and select the withdraw consent record option. This will bring up a confirmation window. Once withdrawn, the record will remain on the contact, but will no longer be seen as valid.

To delete an existing record, click on the actions button on the card for the consent and select the delete consent record option. This will bring up a confirmation window. Please note that once deleted, the record will be completely removed and can not be recovered or restored. For this reason, we strongly recommend withdrawing GDPR records instead.

Sheep has support for processing consent processed by third parties such as Mailchimp and Eventbrite. Contact the support for more information, this is a premium service that is not available on all plans.

Legitimate interest records are assessed and added by your staff (and you must keep records of these assessments) for processes where you have a good (or legitimate) reason for using the contact's data in specific ways. This can vary more than consent records, but can be for automated messaging that a contact might expect to receive, such as a welcome message or introduction pack.

To record a new legitimate interest record for the contact, click on the record legitimate interest button on the GDPR Legitimate Interests panel. This will bring up a window with the following fields:

To edit an existing record, click on the actions button on the card for the legitimate interest and select the edit legitimate interest record option. This will bring up a window with the fields outlined above.

To delete an existing record, click on the actions button on the card for the legitimate interest and select the delete legitimate interest record option. This will bring up a confirmation window. Please note that once deleted, the record will be completely removed and can not be recovered or restored.

Automatic legitimate interest records will be created for any membership, ticket purchase, donation, form submission, or group membership.

Contracts are agreements between yourself and the contact in order to provide goods or services. An example of a contract would be purchasing a ticket in order to attend an event - this contract would allow you to send messages and items related to this ticket purchase without seeking additional consent by the contact.

To edit an existing record, click on the actions button on the card for the contract and select the edit contract record option.

To delete an existing record, click on the actions button on the card for the contract and select the delete contract record option. This will bring up a confirmation window. Please note that once deleted, the record will be completely removed and can not be recovered or restored.