> ## Documentation Index
> Fetch the complete documentation index at: https://docs.menaia.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage Contacts

> Add and edit the people tied to a client or job — set a primary contact, add secondary contacts, and capture their relationship to the property.

A **contact** is a person you reach out to about a client or a job — a homeowner, a tenant, a property manager, or anyone else involved. Each client has one **primary contact** (the main point of contact) and can have any number of **secondary contacts**. Keeping these accurate means the right person hears from you at the right time.

<Note>
  In the **Edit Client Details** window, every contact needs all five fields: **First Name**, **Last Name**, **Phone**, **Email**, and **Relationship to Property**. In a job's **Contact Details** window, only a **Last Name** and a **Phone** number are required. If you try to save without them, you'll be prompted to fill in the required fields.
</Note>

## Primary vs. secondary contacts

* The **primary contact** is the main person for the client — their name and details show on the client summary and lead with the job.
* **Secondary contacts** are everyone else worth keeping on file: a spouse, a tenant, a property manager, an HOA representative.

You can always change which person is primary — only one contact can hold that role at a time.

## Edit a client's contacts

<Steps>
  <Step title="Open the editor">
    From a client's summary, click the **pencil** icon next to their name to open **Edit Client Details**.
  </Step>

  <Step title="Review each contact card">
    Each person appears as their own card — **Contact 1**, **Contact 2**, and so on — with fields for **First Name**, **Last Name**, **Phone**, **Email**, and **Relationship to Property**.
  </Step>

  <Step title="Set the primary contact">
    Each card has a **Primary Contact** switch. Turn it on for the person who should be the main point of contact; the others switch off automatically.
  </Step>

  <Step title="Add another contact">
    Click **Add Contact** to add a new card, then fill in their details.
  </Step>

  <Step title="Save">
    Click **Save changes**. To discard, click **Cancel**.
  </Step>
</Steps>

<Tip>
  You can also manage the contacts for a single job from its **Contact Details** card — click the **edit** button there to open the **Contact Details** window. It works the same way: add contacts, set the primary, and save.
</Tip>

## Capture the relationship to the property

For each contact, use the **Relationship to Property** menu to record how they're connected:

* **Homeowner**
* **Tenant**
* **Landlord**
* **Property Manager**
* **Occupant**
* **HOA / Strata**
* **Other**

This helps your team know who they're talking to — and who has the authority to approve work.

## Remove a contact

<Steps>
  <Step title="Click Delete Contact">
    On the contact's card, click **Delete Contact**.
  </Step>

  <Step title="Confirm the removal">
    A **Remove contact?** prompt appears. Click **Remove contact** to confirm, or **Cancel** to keep them.
  </Step>

  <Step title="Save your changes">
    The contact is removed when you **Save**. They'll still stay attached to any other projects or leads they're linked to — removing them here only unlinks them from this client or job.
  </Step>
</Steps>

<Note>
  You can't remove the last remaining contact — every client and job needs at least one. Removing existing contacts is also limited by your role; if the **Delete Contact** button isn't available, ask a manager.
</Note>

## What's next

<CardGroup cols={2}>
  <Card title="Manage client accounts" icon="users">
    Browse clients and keep billing details and the client-since date current.
  </Card>

  <Card title="Manage properties" icon="house">
    Keep each property's address, access details, and hazards accurate for the crew.
  </Card>
</CardGroup>