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Announcement
a month ago

🌍 Global Sites – Link Multiple Clients to One Site

You can now mark a Site as Global in SitePad CRM, making it easier to manage shared locations where multiple clients operate.

Add other clients to a site

When a Site is marked as Global, a new Other Clients pane appears on the Site summary screen. From here, you can add any number of additional clients to the same site.

Choose whether a primary client is required

Go to Settings > Preferences > Sites and use the new Client on Global Site setting to make the primary client Optional or Required.

This gives you the flexibility to manage a Global Site with a primary client or leave it unassigned while linking clients through the Other Clients pane.

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