Latest Version, sheepCRM Alpine
Help articles, guides and FAQs relating to latest version of sheepCRM: Alpine (green)
By James and 5 others6 authors139 articles
GoCardless - Automated Payments for Membership
Device, Browser Support & Guidance
Getting Started with sheepCRM
sheepApp - What is it?
sheepApp - Integration Options
Joining the sheepCRM community - Onboarding
sheepCRM Onboarding FAQ's & Important Points to understand
What is sheepCRM?
sheepCRM Support
sheepCRM system structure - overview
sheepCRM Services
Introducing sheepApp to your flock
Your migration guide to sheepCRM Alpine
Leaving sheepCRM
Which URLs do our security team need to allow in order to use Sheep?
sheepCRM: Logging in and managing your account
Security Information and Tips
Login & Access Troubleshooting
Sending SMS messages with sheepCRM
Contacts: Finding or adding a new contact
Search
Contacts: Summary Information
Contacts: Profile & Communication Information
Contacts: Vehicles / Boats ownership
Contacts: Health Information and emergency contacts
Contacts: Connections
Contacts: Membership>Summary - plans and information
Contacts: Finance>Payments, Mandates and Subscriptions
Contacts: Privacy and GDPR consent
Contacts: Evidence and qualifications
Contacts: Notes and reminders
Contacts: Tasks regarding the contact
Contacts: Messages Sent to Contact
Contacts: Events, Courses and Payments
Contacts: In-progress and completed Achievements
Contacts: Flow>Applications
Contacts: Equality, Diversity and Inclusion (EDI)
Contacts: Documents and uploads
Contacts: Admin> Record Data (Metadata and Duplicates)
Deceased Contacts
How do I add an Interest, Tag and or a Badge to a Contact record?
Contacts: Audit Log
Contacts: Understanding your contact records
sheepCRM: Tasks on contacts
Settings: sheepApp membership options
Settings: Finance
Settings: Pages
Settings: Organisation Info & Brand
Settings: Managing Achievements
Settings: News Pages
Settings: Users
Settings: Comms & Flow>Templates (email / SMS / Letters etc)
Settings: Document Pages
Settings: Membership defaults & options
Settings: Index Pages
Settings: Configuring integrations with sheepCRM
Settings: Automated-Actions
Settings: Email configuration
Settings: Contact defaults & options
BCC Email Drop Box
Communications: Lifecycle Email Triggers Explained
Email template tips and tricks
Settings: Courses
Settings: Segments > Creating segments
Settings: Email Sender
Mailchimp FAQ
Communications: Default email templates
Settings: Manage Processing Operations
Settings: sheepApp
Settings: Teams Settings
Apple & Google Pay via Stripe
Custom sheepApp menu navigation
Discourse Single Sign On
Events: Configuring an Event
Events - How to extend a repeating series
Events: Box Office
Settings: Ticket Types
Settings: sheepEvents > Inline Event Questions (sheepApp)
Settings: sheepEvents > Follow-On Forms (sheepApp)
Events: Pay for an Event by sheepCRM Invoice
Events: Box Office FAQ's
Events: Calendar
sheepEvents: E-tickets
Reports: Finance
Usage and Action Required reports
Reports: Viewing and filtering your data
Reports: Giving
Reports
Reports: Communications
Reports: People
Reports: Usage
Reports: Membership
Reports: Events
Reports: Forms
Reports: Spaces
Reports: Finance>Payment Summary (multi-currency)
Reports: Finance>Payment Summary
Reports: Finance>Payment List
Reports: Finance>Deferred Revenue
Reports: Finance>All Invoices
Reports: Finance>Unpaid Invoices
Reports: Finance>Partner Pay-outs
Reports: Finance>Payment Plans
Reports: Finance>Fundraising/Gift Aid/Donations/HMRC export
Reports: Membership>Membership Summary
Reports: Membership> Membership Revenue (accrual)
Reports: Membership> Members Leaving
Reports: Membership> New Members
Reports: Membership> Pending Members
Reports: Membership> Membership Payment Plan Anomalies
Reports: Membership> Members Renewing
Reports: Membership> Unpaid Active Memberships