Client Properties provide a way to track relevant client information. They support structured data as well as file attachments, such as W-9s or engagement letters.
View all client properties
Admins can view all Client Properties under Practice Settings.
Go to Practice Settings > All client settings > Properties (Quick link)
Manage properties or export them to a csv file
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 existing properties
To add more dropdown options under a given property, click into the property cell and then choose "Edit options."
Client Properties can have the following types:
Client Properties can have the following types:
Text
Checkbox
Attachment
Dropdown
Date Dropdown
User Dropdown
Multi-select
$ Value
Restrict property editing
Restrict which users can edit client properties (HERE) under Practice Settings > Practice management > Workflows > Global settings.
This restriction is based on permission level of each user. Edit user permission levels under Practice Settings > Manage users (Quick link).
Client properties from the close page
View the client's properties from the close page under Client Info.
Filter and sort the client list
Utilize client properties to filter and sort the client list.
Select Edit columns to add or remove properties from the client list
Save your views as needed, so you can return to them later
Updating properties with the help of Ask Double
General info on Ask Double here đ Ask Double
Start a new Ask Double chat đ HERE
Updating client properties in bulk is a breeze with Ask Double, our in-app AI agent.
Prompt Ask Double to pull all client properties into a live spreadsheet
Make any changes to client properties
Ask Double to process those changes
and, voila!