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General Preferences

General preferences to configure SitePad

C
Written by Chris Curd
Updated over 3 months ago

Weeks End On

This setting determines which day marks the end of the week in SitePad CRM. Users can configure this based on company preferences, ensuring that reports and schedules align with business operations.

Show SitePad ID in Lists

Enabling this option will display the unique SitePad ID for records in list views. This is helpful for quick identification and reference.

SitePad ID Prefix

This setting allows users to define a prefix for all SitePad IDs. Prefixes help categorize records systematically, making them easily recognizable.

SitePad ID Position

Users can choose where the SitePad ID appears:

  • Top of Screen: Displays the SitePad ID prominently at the top of the record.

  • Bottom of Details Pane: Shows the ID at the bottom of the details section.

BDMs Restricted to Own Customers

When enabled, Business Development Managers (BDMs) can only access customer records assigned to them. This ensures data security and targeted account management.

Disallow Administrators to Delete

This restriction prevents administrators from deleting records. It helps maintain data integrity by ensuring that crucial information is not removed unintentionally.

Enter RDB ID

Allows users to manually input an RDB (Recruitment Database) ID when linking SitePad CRM with external recruitment systems.

Show RDB ID in Lists

Enabling this setting displays the RDB ID in list views, providing a direct reference to recruitment records.

Postcode is Mandatory

When activated, this setting ensures that users cannot save records without entering a postcode. This enforces data completeness and improves location-based filtering.

Notes are Private

This setting makes all notes within SitePad CRM private, restricting visibility to the creator only. It enhances confidentiality for sensitive information.

Show Our Contact Panes

Enabling this feature allows users to view contact details within a dedicated pane for quick access to internal contacts.

Multiple 'New/Won/Lost' Statuses

This setting allows multiple variations of the 'New,' 'Won,' and 'Lost' statuses. It provides greater flexibility in categorizing sales and lead statuses.

Maximum Number of Rows on Paginated Panes

Defines the maximum number of rows displayed per page in paginated views. Adjusting this setting can optimize performance and user experience based on data volume.

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