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.