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 notes tab is essentially a journal for the current contact. Any notes referring to this contact as well as any linked communications (through sheepCRM drop box) will be stored in this tab. Notes can be filtered by enter keywords in the searchbar at the top of the tab. Click on a note to bring up a window with more details.

To add a new note, click on the add note button at the bottom of the notes tab. This will bring up a window with the following fields:

Once filled in, please remember to click on the save button to add the new note to the current contact.

To edit a note, simply find the desired note in the notes list and click on it to bring up a window showing the details of the existing note.

Click on the edit note button to change the window to an editable view. Make your changes as needed and click on the save button to save your changes. For more information on the fields, please see the section above on adding a new note.

Existing notes can be deleted by following the same process as editing the note but clicking on the delete option in the bottom right of the edit window.

You'll be asked to confirm the deletion before proceeding. Please note that once deleted, the note will be completely removed and can not be recovered or restored.