Users can configure the following contact preferences in SitePad CRM:
Star Ratings – Assign star ratings to contacts for quick reference.
Warmth – Categorize contacts based on engagement level.
Show Active Status – Display whether a contact is active or inactive.
Show Payroll Number – Enable the display of payroll numbers for relevant contacts.
Email Address is Mandatory – Ensure that all contacts must have an email address before saving.
2 Contact Panes – Display two contact panes for improved contact management.
Custom Field for Organisation Charts – Add a custom field to integrate organization charts to enable the choice of a specific custom field on contact records.