For those of you using News in sheepApp, you can now sort and view news by date when in table view from the index page

Public Event

Private Event

Team sessions

External Event

Searching for members using a membership number now needs the full membership number to return the correct result. Membership number search will no longer return partial matches. Previous 1000 would return results for 1000, 10001, 100023 etc. Please use full membership numbers from now on.

This has been set to improve results presented when other numbers are used also such as within an email address search.

GoCardless Request Payments: scheduled payments older than 90 days will no longer be requested automatically. This change prevents members with historic underpayments from being charged when a new mandate is created. This would only happen if the record had not been edited as recommended, but provides an extra back up to cover those exceptions.

Old scheduled payments (over 90 days) will be marked as 'failed'. A new trigger 'scheduled_payment_failed' can be used to connect automated actions to failed scheduled payments.

Extra membership payments by Stripe will now be linked to the membership and recorded as being of type 'membership_payment' which means they will automatically reconcile.

Clearer "loading" UX when searching within a segment. These searches can take a while due to the volume of data which can be in a segment.

A number of improvements to rules in the Segment filter as per previous weeks updates.

First: Reusable tickets - Tickets that have been created via settings > events > ticket types are now seen as reusable tickets.

Second: Single-use tickets - A new ticket that is created via a specific event are now deemed single-use. Single use means that you will not be able to re-use that ticket on another event and you will not find it from settings. It exists only on the event it was created on. You can edit this ticket directly on the event itself as it will not have an impact on any other event.

Implemented an 'Add Segment' button from within Segments so that you do not need to go into Settings to add a new one and then back to Segments to view it.

Various updates to the Segment filter rules so fields now give more accurate options when building your segment rule set.

Fixed an issue with adding tags inside the Configure event side panel (separate tags, became one tag after saving)

Fixed a display issue when navigating to Events page ("Cannot read properties of undefined and 'Abort - new fetch triggered')

When in event management an Eventbrite event will now only let you edit the sheepApp settings for that event via the event config. This is so that when Eventbrite is re-sycned any changes you may have tried to make via sheepCRM will not get overwritten, dates/title/description etc. If you need to make changes like that to your Eventbrite event you should do so from Eventbrite.

New - Added the ability to assign a category and subcategory to your Eventbrite events from the event config for better organisation in sheepApp.

Added support for a new 'time' field question in a sheep forms

Added actions to manually sync data from Eventbrite

Removed deprecated Email Drop Box from settings > integration

Notifications can now be marked as read when you open them from the notification tray, as planned following the changes announced last week to tasks and notifications.

The 'Recycle bin' from v5 has now been added as an automated segment in Alpine.

Updated Membership actions from a contact record.

Partner Integration Sync requests are now limited to one per action per client every 3 hours

Fix for Life Memberships not being properly represented as the most recent ("last") membership which was affecting some segments and reports.

Fix for an incorrect extra column in "Attendance by Event Summary" report.

Fix for displaying a form response on a contact record when an unexpected data type is received.

Fix for selected courses page not being accessible to some users.

A new tasks icon has been created on the main menu, next to the notifications bell icon which splits out tasks from notifications to make it easier to differentiate between them.

The modal for Tasks and Notifications has been updated to handle each type more effectively such as separate actions and more informative copy.

Notifications now appear within 30 secs from the notification bell icon meaning you do not have to refresh your page in order to see the latest update.

Ability to add connections to an internal event

Integrations - new sync request buttons so that you can request updates outside of the automated windows for;

New 'Configure Event' side panel - putting all the event setup fields in one place rather than spread across several different modals. Just hit the 'Configure Event' button from the main event page in sheepEvents.

New 'Actions' dropdown from the main event page with quick actions for

Improvements to the payments sub-sections on the contact record side panel to better display payments for any given section, such as membership or events.

Added the ability to manually request a Mailchimp data sync

When adding a New Person to sheepCRM the following fields have been added to the :

Events index page now shows ticket stock indicators;

Added 'Copy CRM Link' on Contacts records and Event Details which is a tool for you to be able to share links with colleagues to take them directly to specific records.

Updated Segment Export for list of Events to XLSX

Previously buyers of Events, when using guest checkout were not being automatically added as an Attendee. This has now been updated to ensure their details are captured if an Attendee slot was left blank.

A preventative measure has been applied to the 'Stripe Buy' button so that only one payment can be made and cannot be double-clicked when purchasing events.

When clicking "View Live Form" from Form Builder it will clear the sheepApp cache so that your updates can be seen more quickly than previously.

When building out a Form, there is a new question type to ask for video-links as responses.

Segment exports are now available. These include specific and broader sets of commonly used data fields such as mailing fields for contacts, membership fields and more providing a simple way to access bulk data in preparation for communicating with your members and/or administrating tasks. All templates include a description of what data is included.

Please see our Article Segments: XLSX (spreadsheet) Exports for more information.

Whilst on a Contact record within the side panel>Flow>Applications the 'regarding' link can now be used as a quick way of navigating to the related item.

Please Note: sheepForms are only available to users with a Professional or sheepFlow licence - for more information please contact support@sheepcrm.com

Please see our Article Contacts: Flow>Applications for more information.

Automated Reports have been updated to identify lost Xero connections. To access further details please head to Reports>Usage>Action Required.

Please Note: We recommend users check this report on a regular basis.

Whilst on Events>Follow-on Form responses now display in the Buyers/Order sidepanel. Please see sheepEvents Settings: Follow-On Forms (sheepApp) for more information.

Whilst on a Contact record within the side panel>Summary>Actions the option to "Copy Record Link" has been added for use on both Contacts and Organisations to provide a quick way to copy the URl to clipboard.

Whilst on an Event>Summary>Configure Event>Details>Actions within the side panel the option to "Copy Event Link" has been added for use to provide a quick way to copy the URl to clipboard.

Monthly Invoice numbers on a Membership Statement now include the month and year for reference

List of Attendees under an Event now refreshes when an update is made to the Attendance status

Events and or Courses options within a Contacts side panel menu are only displayed when there is associated content

Whilst in a Contact record> Admin> System Log a single optimised audit log for all client changes displays for reference

An Organisation Directory Detail Page has been created

The Organisation Directory List Tags Display has been updated

New Article containing guidance on how to deal with these contact records

General update

Limitations updated

Title changed to Contacts: Events, Courses and Payments and content updated to reflect new sidepanel menu

Title changed to Contacts: Flow>Applications and content updated to reflect new sidepanel menu

Updated content to reflect new sidepanel menu

Title changed to Contacts: Library>Files/Documents and uploads and content updated to reflect new sidepanel menu

Title changed to Contacts: Admin> Record Data (Metadata and Duplicates) and content updated to reflect new sidepanel menu

Groupings by module for easier access

Teams has been taken out of Contact Summary and into its own section

Payments can now be accessed per module - membership, events etc

'All payments' can be found underneath 'Admin'

'Metadata' has been changed to 'Record Data' and now sits underneath 'Admin'

'Vehicles' can be found underneath 'Library'

'Courses' can be found in 'Events' or 'Library'

'Recent history' can now be found under 'Contact' which shows the last 5 changes on a contact record. Future improvements to come for this.

The orders and attendees single export from within an event is now generated for download from your notifications as per segment exports. If you do not see a notification please refresh your page.

The Areas of Interest section can now have a customised introduction set. If you need this set please send your request to support@sheepcrm.com

Courses listings will have automatically generated thumbnail images where a Youtube hosted video is included. You can also set your own thumbnail to override the default if required.

Course enrolments are now viewable in the side panel of a contact record.

Attendee questions (captured as part of inline event questions) are now available in a grouped view in the side panel of a contact record.

Event category filters have been added in the side panel of a contact record.

Better support for obfuscated people with a new automatic segment.

Ability to select the primary email address in Alpine

Ability to filter payments by status under a Contact's payments page

Support for automated invoice numbers for membership with less than a 12-month period.

GoCardless subscription sync has been optimised for clients with very large numbers of subscriptions.

An update to the Welcome page

From the Alpine contact record historical connections have now been added into the connections tab

Added copy address button in Contact side panel's address section

New FAQ's added

General update to article as part of review

Published: Contains reports to detail the system usage, notices and download frequency of documents

General update to article as part of review

Admin and Billing Contacts Permissions

Automatic domain connections, based on email or web addresses are now built periodically rather than after an update which means these auto connections will not show instantly when you first add an email or web address matching others.

How to add an Order

How to pay by Invoice

To include Ticket Types

Where is the Activation Code for a Member trying to Activate their Account / Reset their Password ?

Further general advice regarding managing linked members

New article providing guidance on how to access and report on deferred revenue

This requires the sheepEvents module and a minimum of an Advanced Licence (if you are interested in adding this to your system please contact support@sheepcrm.com)

As this feature is new you will only be able to access it when we activate it for you. If you would like to use this feature, please let us know.

You may require some additional support to implement this and charges may apply for our services.

For full information and guidance on Inline Event Questions please see here.

🏃 New v2 Search

✏️ SMS messaging

✉️ New message types for automated emails: in-app messages and messages that require acknowledgment

♻️ Support for copying/cloning a membership

💚 The authentication pages have a new colour.

⚙️ New settings area (beta launch just for "controls" membership plans, email templates etc)

🕙 API throttling to stop deliberate or accidental over-use

⚠️ New report showing system warnings and notifications (Reports > Usage)

📈 Our new home for reports is out in beta and the new default.

💰 GoCardless and Stripe - improved subscription support

📅 Support for membership plans with a fixed end date.

🗺️ Improved automatic data sharing between people and organisations (based on a shared domain)

📈 Our new home for reports is available in beta.

✉️ Real-time Mailchimp campaign information for a contact with quick links to Mailchimp for deeper analysis

🙊 Mute membership communications - because sometime a full opt-out is too much but you want to stop emails about a specific membership.

♻️ Next membership type - smoothly migrate your members onto a different plan when they renew.

✉️ New lifecycle action - send email to a single, fixed address

🔒 multi-factor authentication now available for sheepCRM users.

✉️ New conditional templates - use rules to control which templates are used in response to a lifecycle event

📈 New unpaid invoice report, extra output fields and multi currency support.

🎁 Take donations online with sheepApp. See our new app in action with BGCI

✏️ Email template changes: editing templates will remain 'strict' but sending emails will be more permissive of errors. If a template variable is missing then the email will now send with a blank for the variable instead of failing to send.

💻 New servers deploying mid September for improved stability and performance.

⏰ Support for deferred first payments on payment plans. Great if you want to offer a cooling off period.

📉 New anomaly reports to help keep your data clean

✅ Group / Team session attendance - record attendance through sheepTeams

Memberships are finally VAT aware.

New PDF template for memberships paid by invoice.

Itemised partner payout reports for GoCardless & Stripe - understand which Sheep memberships and tickets were present in a payout.

GoCardless partner support for Intelligent Retries

Improved MailChimp synchronisation: We have doubled the number of synchronisation tasks and increased the synchronisation window three fold.

Three new membership reports: new members, leavers and renewal reports

Deprecation Notice: Theme 4 for contacts is being turned off May 31 2020.

Custom contact links from Xero direct to Sheep contacts

Sharing data from memberships. Sharing data such as admin/parent contacts details is now more explicitly highlighted.

Reporting home page now shows some summary stats - more to come

GoCardless partnership integration - a deeper integration enabling, payment plans and more detailed reporting and insight into your direct debit payments.

Membership joining fee

Message and Failed Message reports

Payment List report

Payment plan reporting

Saved filters in reports

New self-service user account filters - find out which members have been registered or logged in recently

New 💉 health data filters

New field selector for easier reporting

Automatic GDPR - automatic privacy records for members, donors and ticket buyers.

Reduced 'recent' journal count for faster loading.

Database hosting in London (move from Dublin)

Discourse single sign on (SSO)

🔒 Confidential (Health, DBS and Equal Opportunities) data has moved to a new section (select from the right hand sidebar)

⭐ VoIP integration. We have partnered with Dial9 to provide call logging, imported call recordings and click-to-call in Sheep. (Version 5️⃣ only)

⭐ Bulk templated email - send a templated email to a group of people.

Unpaid Membership Report

Tagging and journals added to a contact when Sheep emails are undeliverable.

GoCardless webhook support (for faster updates)

Printable address labels. PDF export of contacts for a variety of Avery standard templates. (Version 5️⃣ only)

Default export format changes: primary email and phone, membership fields added for clients using membership

🐵 automatic consent withdrawal on unsubscribe (only consent records based on MailChimp are withdrawn)

5️⃣ Grouped Calendars for venue management; organise your rooms into grouped calendars (add tags to your bookable venues - takes up to 24hrs to activate)

Incremental, real-time search (deployed for large clients)

Improved journal search and filters. Filter by starred, note, message, reminder & files. Search by title, journal type and tags

5️⃣ Copy address to clipboard

5️⃣ Related notes & messages showing in journal, authored messages distinguished by colour

New journal filter to show only file attachments

Faster search deployed for large clients

Push a contact to Xero (accounting package). Sheep imports Xero contacts automatically, you can now publish a contact from Sheep into Xero

Automatic connections with organisations and people who have the same email domain.

Printable journals - a simple print template for when you want a hard-copy.

⭐ auto-fill a contact (fill in a contact by looking up public data using their email or website).

Membership - advise of lapse. Record that your member has indicated that they will not renew.

MailChimp Tags. Sheep tags and GDPR fields are now sync'd to the new tags section of MailChimp.

5️⃣ Badges

⭐ Membership Self Service - new app for members to register, renew and update their details.

Evidence and Evidence categories are now filterable - thanks Will

Invoice layout update, VAT percentages and charity number on invoice - thanks Penny

5️⃣ New Contact Directory

5️⃣ New larger map (click on the map)

5️⃣ Create MailChimp static segment from report (new directories only)

Phone number validation (UK and International numbers)

Google & Eventbrite linking and simplified booking pages

Change visibility of the email/phone primary selector - thanks Alison

⭐ GDPR - Delete, Move to Bin and Obfuscate changes to the way data is deleted

The activity calendar will now show sessions that have been booked without an activity.

More GDPR... Automatic GDPR contract records for tickets and membership (contact support to turn on)

GDPR - New gdpr_can_email field derived from Consent and Legitimate Interests. Only records with a 'Can Email' field will get subscribed to MailChimp automatically (you can still subscribe them individually)

GDPR - MailChimp interests mapped to consent records

New person template page link

Activity Analysis report - thanks Rosie

Misc improvements to the Events Calendar including more responsive updates

Easy link from Booking to 'view in calendar' - thanks Rebecca

Show Asset name in calendar for quick scanning of asset availability - thanks Luiza

Capacity rollout. Additional database capacity and API servers were deployed with zero downtime.

Session end times (or date-times) in the Session / Venue list - thanks Rebecca

Delete open reminders when a contact is deleted. (Prevents orphaned reminders filling up your notifications) - thanks Matt

Booking Invoice Actions - new report to highlight when you need to chase or update an invoice - thanks Rich

Payment Summary report - new report to show the breakdown of incoming payments

⭐ Event Planning Pack: Agenda/Running Order - thanks Amanda

MailChimp sync button - update MailChimp on demand (if you don't want to wait for the regular sync)

GDPR - Consent data from Sheep synchronised to MailChimp

⭐ User sortable line items in invoices - thanks Amanda

Sheep message bcc. Blind-carbon-copy all your messages to an email address.

Support for Stripe Webhooks, connecting to auto templated emails to automated emails e.g. Membership renewal - we will be charging your card soon

Xero sync button - update Xero payments on demand (if you don't want to wait for the regular sync)

New state ' Acknowledged' in grant applications

⭐ Latest Journal on contacts. A new card on the contact to show the latest journal entry. Great to see at a glance what the last action/note was when you have someone on the phone.

Search - top results: If we find a strong match we now highlight it at the top.

Search - segmented results by type: results are now grouped by type. Old / past event bookings are showed below future events

⭐ Hosted GDPR pages: public pages for your members/contacts to provide GDPR consent. See Anglican International Development privacy page

⭐ Rollback - undo a change. Use the audit log to review the changes and then choose to rollback a given change.

Un-complete a reminder

Job title added to new person form, website added to new organisation form - thanks Shaaron

Control which email/phone is the primary - thanks Alison