The Panes section allows users to reorder, hide, and customize core and custom fields in each of SitePad's modules.
Selecting a Module to Edit
To choose the module you wish to edit, use the dropdown menu in the top right of the Pane. Available modules include:
Customers
Prospects
Sites
Leads
Contacts
Quotations
Quotation Lines
Hire Contracts
Tasks
Client Groups
Sales Invoices
Managing Panes
Edit a Pane: Tap the name of the Pane, rename it, and hit Save.
Hide a Pane: Tap the name of the Pane, check the 'Hidden' checkbox, and hit Save.
Reorder Panes: Drag and drop a Pane to the desired location within a module.
Hide Fields in a Pane: Tap the spanner icon on the desired Pane, then tap the eye icon.
Editing Fields in a Pane
When editing a field in a Pane, the following options are available:
Updated by Administrators only – Restricts field updates to administrators.
Notify on Update – Sends email notifications when the field is updated (supports multiple recipients).
Mandatory – Requires the field to be completed before saving the record.
Include in Advanced Filter – Adds the field to the Advanced Filter for the selected module.
Adding a Custom Field
Tap the spanner icon on the desired Pane.
Tap the New button.
Select a field type, enter a label, and hit Save.
Supported Field Types
Text
Text Area
Integer
Decimal
Currency
Date
Time of Day
Check Box
Selection List
Hyperlink
Phone Number
Email Address
Subtitle
Horizontal Rule
Terms & Conditions (links to documents stored in Data Settings)
Customer Lookup (search field for customer records)
Client Group Lookup (search field for customer group records)
Upload File
Custom fields are automatically integrated into SitePad's API, enabling both POST and FETCH operations.
For more details, refer to the SitePad API Documentation: SitePad API