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Columns

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

C
Written by Chris Curd
Updated over 4 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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