Client Properties
Client Properties are a way to keep track of relevant information about your clients! You can store structured information about each client, as well as file attachments, like their W9 or Engagement Letter.
Client Property Types
Client Properties can have the following types:
Text
Checkbox
Attachment
Dropdown
Date Dropdown
User Dropdown
$ Value
% Value
Accessing Client Properties
From the Client Page
You can see these properties in each Client's Close by clicking the Info button.
From Practice Settings
If you are an Admin, you can also view all your Client Properties:
Go to Practice Settings (⚙️ icon)
Select All Client Settings
Select Properties
Choose Manage Properties to add a new custom property
We have some default properties ready to use, but you always have the option to delete them, re-order them, or add your own!
Client Properties on the Client List
You can also use Client Properties to filter and sort your Client List, like filtering for only the clients assigned to one Reviewer, or filtering for VIP clients.
Read more on Client List Properties: Client Properties and Saved Views!
In this screenshot: Priority (Dropdown) and VIP (Checkbox) are custom properties!