Latest Version, sheepCRM Alpine
Help articles, guides and FAQs relating to latest version of sheepCRM: Alpine (green)
By James and 5 others6 authors140 articles
- 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?
- 🪜 Introducing Extensions in sheepCRM
- 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