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 achievements tab will show all completed and in-progress achievements for the current contact, with a list underneath showing the remaining non-started achievements that the contact has access to. A summary of completed achievements will appear in a panel at the top of the tab, which can be expanded by clicking on it.

Achievements that the contact has not started will appear in a list beneath any active achievements running. Scroll down to the achievement in question and click on start achievement to activate the achievement, showing the options to mark progress.

You can also use the search bar located at the top of the tab to filter the achievement list - useful if you are looking for a specific achievement.

On any active, non-completed achievement, there will be a list of checkboxes - one for each step that makes up the achievement. Click on the checkbox to mark the step as completed. Click on the checkbox again to mark the step as incomplete.

Once every step is completed, an option to mark the achievement as finished will appear. Click on this option to complete the achievement, preventing any further changes to the achievement.

Please note that performing this action will trigger any emails set on achievement completion to be sent out to the contact.