View a client's linked items, tasks, and notes Last updated: Sep 26, 2026

See everything associated with a client from their record. Open Clients and click the client, then use the tabs:

Linked: assets, properties, contracts, and client groups. Click Add to link more, Remove to unlink, or Create task on an asset.
Tasks: the client's tickets and requests.
Notes: add or review internal notes about the client.

Was this helpful?

Back to Clients

Still need help?

Using a company's support portal?

Send a request to your support team from your portal.

Using Vertask with your team?

Our support team can help you with your account.