Ever needed to record something about a contact or organisation that just didn’t quite fit into the usual fields? That’s where Extensions come in.
Extensions are custom add-ons you can use to store extra information in sheepCRM – a bit like adding a new tab or a digital sticky note to a record.
🧩 What are Extensions?
Extensions let you attach custom sets of information to people or organisations in your CRM.
Think of it like this: your CRM records are your filing cabinet. Extensions are like adding modular drawers – each one built to hold something specific. They keep things tidy while still letting you capture all the details that matter to your team.
You might use an Extension to:
keep a copy of historic data
Track internal project notes
Add a secondary address
Capture flags and values unique to your organisation
Each Extension has its own name (like “Event Preferences” or “Volunteer Notes”) and its own fields, which you can customise to suit your needs.
💡 Why use Extensions?
Stay organised – Keep your main records clean while still storing everything you need.
Custom to you – Create different Extensions for different teams or purposes.
Flexible – Add or remove Extensions as your processes evolve, without changing the core structure of your CRM.
🚧 Things to keep in mind
You can only add one of each Extension type to a contact. So if you create an Extension called “Child”, you won’t be able to add multiple child records unless you create separate ones like “Child 1”, “Child 2”, etc.
Right now, Extensions are only available for People and Organisations (more to come in the future!).
The intention is for extension fields to be available in segments, exports, emails, all the places regular fields are available. We are almost there but please check your needs are supported.