Client Properties
Client Properties are a way to keep track of relevant information about your clients! You can store structured information, as well as file attachments, like their W9 or Engagement Letter.
Practice Settings: View all client properties
If you are an Admin, you can also view all your Client Properties in Practice Settings.
Go to Practice Settings (⚙️ icon)
Select All client settings
Select Properties
Client properties are able to be exported to csv.
Add, edit, or delete properties from Practice Settings
Select Manage properties
Sort, name, edit, and delete your existing properties from there!
💡 Client Properties can have the following types
💡 Client Properties can have the following types
Text
Checkbox
Attachment
Dropdown
Date Dropdown
User Dropdown
$ Value
% Value
The close page: View your client's properties
View your client's properties from the close page under Client Info.
The client list: Filter and sort your dashboard with properties
Utilize Client Properties to filter and sort your Client List, like filtering for only the clients assigned to one Reviewer, or filtering for VIP clients.
Select Edit columns to add or remove properties from the client list
Save your views as needed, so you can return to them later
