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.