You can now view tasks linked to a specific client or prospect directly from their record in SitePad CRM.

The new Tasks pane brings relevant tasks together, making it easier to keep track of follow-ups and plan your next action.

Where to find it

Open a record in Clients or Prospects. The Tasks panel will appear at the bottom of the record.

Customise its position

To move the panel, go to Settings > Screen Customisation > select “Clients”, then drag the Tasks panel to your desired location.

Follow the same steps and select “Prospects” to change its position on prospect records.