Client property lists

Guide
⁦35 MB / 60 GB⁩
Expires: 2026-11-23

Client property lists

Choose properties for each client, share one list and follow their interest from their record.

New list

Saved lists

Title visible to the clientClientPropertiesStatusAction
No lists yet.

New list

Write only what you want the client to read. Their internal notes are not included.
Selected properties 0 / 50

Only public or unlisted properties can be shared. Hiding a property later also hides it from the list.

The latest 60 results are shown. Search to find older properties; your selections stay while you search.