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 tasks tab shows all tasks that are about the selected contact. Please note that these are tasks related to the contact - not the tasks assigned to the contact. If any tasks are assigned to you, you will have a grey summary box at the top of the tab. Click on this box to expand and show your upcoming tasks.

Click on the add task button to bring up a modal window with the fields for masking a new task. Each task can have a message, a staff member the task is assigned to and a due date.

By default, you will be set as the assigned staff member, but this can be changed by clicking on the field and selecting another staff member. Click on the add task button to create the task.

Click on an existing task to bring up a modal with the details of the task on it where you can make changes to the notes, assigned to and due date fields as needed. You can also mark the task as completed by clicking on the completed switch. Click on the save button to confirm your changes.

Tasks assigned to you can be marked as complete by either clicking on the mark as complete option by the task (in the top summary panel), or by editing the task and setting the lightswitch as outlined above.

Click on an existing task to bring up a modal with the details of the task on it and click on the delete option in the bottom right of the modal. You will be asked to confirm that you wish to delete the task - click on yes to confirm and delete the task.

Please note that this process can not be undone and the task can not be recovered.