Overview
By using Client Properties, teams can store consistent, structured data directly on client records instead of relying on notes, tags, or external tracking tools. This improves visibility, reduces manual work, and ensures client information is easy to filter and report on.
Use Cases
Categorize clients by service tier
Track service frequency or engagement model
Group clients based on size, type, industry, or internal classifications
Clearly identify which team, department, or owner is responsible for managing each client.
Managing Client Property
You can create and manage Client Properties by navigating to:
Settings → Custom field → Client Properties tab
Before creating Client Properties, you must first create sections. Fields are created within sections to keep client information organized.
Managing Sections
Sections help organize Client Properties on the client profile.
Go to Settings → Custom field → Client Properties tab
Add a Section Name
Creating a Client Properties
When creating a Client Property field, you define several key properties:
Field Name – The label your team will see
Field Type – Text, dropdown, number, date, or checkbox
Section – Select the section under which the field should appear
After creation, Client Properties appear in: Client dashboard and Client listings
Explainer Video