We’ve added a powerful new feature to make regional management smoother and more automated!

✅ Assign Users to Regions
You can now assign each user to one or more regions directly in their user account.

🤝 Automatic Region Sync for BDMs
When a user is assigned as the BDM for a customer, their region(s) will automatically be applied to that customer — saving time and keeping your data consistent.

➕ Secondary BDM Support
If a secondary BDM is assigned, their region(s) will also be automatically added (if different), ensuring all relevant regions are covered.

To enable this go to Settings > Preferences > and check the 'Default BDM List Filters to logged-in User' option and ensure each users regions are correct.

This enhancement makes managing customers by region easier, faster, and more accurate. 🌟

We’ve introduced a powerful new update that makes your CRM data even cleaner and more accurate — you can now merge contact records together!

When two contacts represent the same person, you can merge one into the other. All relevant data is combined and preserved so you don’t lose important history or details. Note you can only merge contacts that belong to the same Customer.

Here’s how the data is handled during a merge:

• Interests → added if not already present on the target contact
• Notes → always carried over
• Documents → always carried over
• Reminders → always carried over
• Offices → added if not already present on the target contact
• Current Sites → added if not already present on the target contact
• Followed → added if not already present on the target contact
• Visits & Entertainment → always carried over
• Interviews → always carried over
• References → always carried over
• Duties → added if not already present on the target contact
• Tickets → added if not already present on the target contact
• Quotations → both Requested By and Site Contact are updated
• Mailshots → always carried over
• Task Attendees → added if not already present on the target contact

This ensures that no key information is lost, and your CRM stays streamlined, accurate, and easy to manage.

👉 With this new feature, duplicate contacts are no longer a headache — just merge and move forward with confidence.

We’re excited to announce a new feature in SitePad CRM that makes managing quotations even more flexible and efficient.

✨ What’s New?

The new “On Behalf Of” functionality allows users with the correct permissions to raise quotations on behalf of a Business Development Manager (BDM).

🔑 Key Benefits

• Support BDMs more effectively – Admin or support staff can now create quotations directly in the system without needing the BDM to log in.
• Maintain accountability – Quotations clearly show which BDM they are associated with, ensuring reporting and pipeline tracking remain accurate.
• Permission-controlled – Only users granted the new permission can raise quotations on behalf of others, giving you full control.

⚙️ How It Works

When creating a new quotation, eligible users will now see an “On Behalf Of” field where they can select the appropriate BDM. The quotation will then be logged against that BDM, keeping all reporting, ownership, and follow-ups consistent.

We’ve rolled out a set of small but impactful updates to make your day-to-day work smoother and more efficient:

🔧 Key Improvements

• Flexible Site Creation
  You can now configure whether the ‘Client’ field is mandatory when adding a new site. To use this go to Settings > Preferences > Sites > 'Customer on Site' dropdown and choose between 'Required' or 'Optional'.
• Quotes – New Status Filter
  A new filter lets you quickly find quotes in Draft, Sent, or Viewed status—making it easier to focus on the quotes that need your attention.
• Enhanced Site Panels
  A new search field has been added to the Site panels across all modules for faster navigation.

✅ These incremental updates are designed to save time, reduce friction, and keep your workflow moving smoothly.

Bring more clarity to your workflow with brand-new visual options for Tasks in SitePad CRM.

You can now configure your task calendar with personalised colour schemes for incomplete and completed tasks. See the guidance below on how to update these options!

Head to Settings > Preferences > Tasks and adjust:

• Calendar Theme – iOS
• Calendar Theme – Popup Material
• Calendar Colour – Your Own Tasks (Incomplete / Complete)
• Calendar Colour – Other Users’ Tasks (Incomplete / Complete)

✨ This makes it easier to spot progress at a glance and tailor the calendar to match your style.

We’ve enhanced the Quotations module to make quoting Assets even more accurate.

• Automatic specification checklists: When quoting an Asset Category or specific Asset, any specifications you’ve set up will now display automatically in the quotation.

• Flexible setup:

  • Go to Settings > Syrinx Integration > Asset Categories.
  • Select an Asset Category or Asset.
  • You’ll now see 10 specification fields where you can add unique specs for that quotation.
• Override at Asset level: If you add specs at the Asset level, they’ll override the Asset Category specs when quoting that specific Asset.

This update ensures your quotations are more detailed and tailored to each Asset you provide.

We’ve refined how Hire Contracts are displayed in Clients / Sites to give you a clearer breakdown of contract statuses.

You’ll now see the following dedicated panels:

• Hire Contracts – Bookings (including Firm Bookings)
• Hire Contracts – On Hire
• Hire Contracts – Pending Final Invoice
• Hire Contracts – Closed or Cancelled

✨ This makes it easier to track contracts through each stage and quickly focus on what matters most.

Pro tip: If there are panels you don’t need, head to Settings > Screen Customisation > Select Module (e.g. Clients). From there, tap a panel and simply hide it from view.

We’ve made it easier than ever to find the information you need in SitePad CRM. Setup guidance below!

• Smarter defaults: All panes across all modules (e.g. Clients > Open Hires) now automatically sort by the most recent records first (descending).

• Customise your way: Want a different order? Head to Settings > Screen Customisation:

  1. Select the module from the dropdown (e.g. Clients).
  2. Tap the pane you’d like to adjust (e.g. Hire Contracts – Quotes).
  3. Update the Order by field and choose the Direction (Ascending or Descending).

This gives you more control and ensures the data you care about most is always at the top of your screen.

In Settings > Customisation, you can now add sortable columns for Last 12 Months Revenue and Year to Date. Quickly see and compare client value at a glance—making it easier to prioritise relationships and spot your top performers. 

You can now attach images to each asset type in Settings > Syrinx Integration > Asset Categories. When you select assets in a quotation, their photographs are automatically embedded—helping clients instantly see exactly what they’re getting and making your quotes more engaging and persuasive.