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

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.

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