We’ve made significant improvements to SitePad CRM, and with that comes a smarter way to manage settings. To keep everything easy to find, we’ve reorganised SitePad’s many settings into the following categories:

Mailshots

Easily manage your email and SMS campaigns.

Reports

Access and manage reports you’ve requested.

My Reminders

View and manage your scheduled reminders.

Users

Maintain active and inactive users, and set user permissions.

Data Lists

Control all data tables, custom panes, fields, columns, forms, and prospect stages.

Preferences

Customise settings for all modules, including prospects, clients, offices, quotations, business units, regions, leads, and more.

Syrinx Integration

Manage settings and automatic synchronisation with Syrinx.

Weighsoft Integration

Handle settings and automatic sync with Weighsoft.

More Settings

Adjust settings for maps, email, SMS, mailshots, audit trails, exchange rates, and terminology.

These changes make SitePad more intuitive and streamlined, helping you navigate and customise your experience with ease.