Contacts

The CRM in SheepCRM handles all your people and organisation data

James Webster avatar James Scholes avatar Joe Jeffries avatar +1
27 articles in this collection
Written by James Webster, James Scholes, Joe Jeffries and 1 other

Managing Large Filters

Having a large number of filter rules can cause problems on smaller screens. Follow these tips to handle large filters.
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Written by Sam Wilkins
Updated over a week ago

Finding new and changed contacts

Using the directory and filters to identify new person or organisation contacts
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Written by Joe Jeffries
Updated over a week ago

Areas of interest

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Written by Joe Jeffries
Updated over a week ago

SheepCRM email

Sending emails from the SheepCRM system
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Written by James Webster
Updated over a week ago

Addresses

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Written by James Webster
Updated over a week ago

Changing an email address

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Written by James Webster
Updated over a week ago

Data exports and processing

A new, more powerful export process
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Written by James Webster
Updated over a week ago

Recording a gift aid declaration

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Written by James Webster
Updated over a week ago

Un-merging a duplicate

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Written by James Webster
Updated over a week ago

How to use tags

Getting the most from tags in Sheep
James Webster avatar
Written by James Webster
Updated over a week ago

BCC Email Drop Box

saving a copy of on email into the journal on Sheep
James Webster avatar
Written by James Webster
Updated over a week ago

Phone number validation

Helping ensure your data is correct
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Written by James Scholes
Updated over a week ago

Deceased Contacts

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Written by James Webster
Updated over a week ago

Sending Email

Four different ways to send email from Sheep
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Written by James Webster
Updated over a week ago

Adding a new tag to a contact

Tags help you classify and group your contacts.
James Webster avatar
Written by James Webster
Updated over a week ago

Adding or removing tags from contacts

Editing single records or in bulk
James Webster avatar
Written by James Webster
Updated over a week ago

Email opt-out

Email opt-out helps you prevent unwanted emails being sent to your contacts.
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Written by James Webster
Updated over a week ago

Adding a connection role

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Written by James Webster
Updated over a week ago

Add email addresses

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Written by James Webster
Updated over a week ago

Merging a contact record

Finding and fixing duplicate contact records
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Written by James Webster
Updated over a week ago

Mail Merge

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Written by James Webster
Updated over a week ago

MailChimp

How to connect MailChimp and Sheep
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Written by James Webster
Updated over a week ago

Contact connections

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Written by James Webster
Updated over a week ago