Managing Giftaid in SheepCRM

When you login to the SheepCRM portal you will arrive at your dashboard; to setup or edit Giftaid click ‘GIFTAID on the second line menu  If you pay UK income tax (or tax on savings of CGT), you can make a giftaid declaration which enables us to reclaim tax at 25% of your subscription at…

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Managing Your Payments in SheepCRM

When you login to the SheepCRM portal you will arrive at your dashboard; to view or edit your payment details click ‘ACCOUNT’ on the menu then ‘PAYMENTS’ You can then see upcoming and past payments. Click on Receipt next to a payment to view or download a receipt On the left menu you can set up…

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Managing Your Profile in SheepCRM

When you login to the SheepCRM portal you will arrive at your dashboard; to view or edit your personal details click ‘PROFILE’; there are two places you can do this Then you can change your name, address or telephone number Contact if you want to change your email address as we also need to alter…

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Managing Your Membership in SheepCRM

When you login to the SheepCRM portal(click here) you will arrive at your dashboard; to view or edit your membership details click ‘MEMBERSHIP’ you can then add Joint Member details or change your renewal membership type   Then you can change your type of membership from single to joint or vice-versa (effective at next renewal;…

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