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Columns

Add custom columns to SitePad's list views for each module

C
Written by Chris Curd
Updated over 10 months ago

The Columns section allows users to customize the list views in SitePad by selecting core and custom fields for display in each module.

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 Columns

  • Add a Custom Column: Tap New, select a field, provide a column label, and set an optional width for formatting, then tap Save.

  • Edit a Column: Tap the name of the column, rename it, and hit Save.

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