> ## 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 Client Accounts
> Browse your client list, open a client's summary, and keep their details — contacts, billing address, and client-since date — up to date.
The **Clients** page is where every customer you've taken on lives. From here you can search the full list, open any client to see their full summary, and edit the details that follow them across jobs — their contact info, billing address, and the date they became a client.
A client is created when you convert a lead into one. If your list is empty, start by converting a lead — the new client then appears here automatically.
Clients can also arrive from QuickBooks: if you turn on **Import existing customers** while connecting QuickBooks, your existing QuickBooks customers are pulled in as clients when you finish setup. They don't have projects yet, so find them by setting the **Branch** filter to **Unassigned**. Customers without an email address or phone number are skipped.
## Browse your clients
At the top of the page, a **Table / Insights** switch changes how you look at your clients:
* **Table** — the full client list, with search and filters. This is the view the rest of this section covers.
* **Insights** — an AI-written read of your clients for your active branch: a headline takeaway, a few supporting points, a recommended next action, and a chart. Use **New insight** to regenerate it from a fresh angle.
Go to **Clients** from the main navigation. The heading reads **Clients**, and the page lists everyone you work with.
Use the search box at the top — **Search by name, email, phone or address…** — to narrow the list as you type. Any client whose details match shows up instantly.
Click a client's row, or its **View Summary** button, to open their full profile.
The list shows each client's **Name**, **Company**, **Email**, **Phone**, and **Last Updated** (how long ago their record last changed), plus a **View Summary** button, so you can scan for the right person at a glance.
### Sort and customize the list
* **Sort** — Click the sort button (the up-and-down arrows) to open **Sort by**, then pick **Name** (by last name), **Email**, **Phone**, **Date added**, or **Last updated**. Pick the same option again to flip the direction. **Reset to Default** goes back to the most recently added clients first.
* **Customize View** — Click the sliders icon to show or hide columns, drag them into a different order, or click **Reset to Default**. See [Customize the columns](/guides/leads/browse-filter-map#customize-the-columns) for the full walkthrough.
Your sort and column choices are remembered on that browser and device.
By default the list shows the clients of your **active branch**. Open the filters and use the **Branch** filter to view the clients of another branch you belong to — or, if you can see all clients, clients that don't have a project yet (**Unassigned**). When you open **View Summary** for a client while the Branch filter points at another branch, your active branch switches to that branch first.
## The client summary
Opening a client brings you to their summary header, which gathers the essentials in one place:
* Their **name** and a **Client since** date.
* Quick-tap **email**, **phone**, and **address** links — tap the email to start a message, the phone to call, or the address to open it in maps.
* Their projects, which you can open to dig into individual jobs.
On a phone, contact details tuck behind a **View contact details** link to keep the screen tidy. Tap it to expand email, phone, and address.
## Edit client details
Use the edit option to update a client's contact people, billing address, and client-since date in one place.
On the client summary, click the **pencil** icon next to the client's name. The **Edit Client Details** window opens.
Each contact appears as its own card (**Contact 1**, **Contact 2**, and so on). Update names, phone, and email as needed. To add another person, click **Add Contact**. See [Manage contacts](/guides/clients/contacts) for the full rundown on primary and secondary contacts.
Under **Billing Address**, start typing in the **Address** field and pick the match from the suggestions. This is the address used for billing, which can differ from where the work happens.
Use the **Client Since** date picker to record when the relationship began. This is what shows as “Client since” on the summary.
Click **Save changes**. Your updates apply right away. To back out without saving, click **Cancel**.
## View imported history
If some of a client's records were brought over from the system your organization used before Menaia, a **View imported history** option appears in the three-dots menu, with a count of how many records came across. It opens a read-only window so you can look back at that earlier history without it cluttering the client's day-to-day view.
On the client summary, click the **three-dots** menu in the top-right corner, then choose **View imported history**. The count next to it tells you how many records were imported.
The **Imported history** window opens, marked **Read-only**. Use the filter chips along the top to narrow by record type — **All**, plus one chip for each type that came across, such as **Job**, **Estimate**, **Invoice**, or **Payment**, each with its count — or type in the search box to find a specific record. The list shows each record's **Type**, **Title**, **Date**, **Status**, and **Amount**.
Click any row to see that record's full detail. When you're done, close the window to return to the client summary.
Imported history is read-only — you can look back at it but not edit it. If a client has no imported records, the **View imported history** option doesn't appear.
## Delete a client
If a client account was created by mistake or is no longer needed, you can remove it.
On the client summary, click the **three-dots** menu in the top-right corner.
Select **Delete Client**. A confirmation window asks you to confirm.
Click **Delete** to remove the client. This can't be undone.
Deleting a client is reserved for managers. If you don't see the three-dots menu or the **Delete Client** option, your role doesn't include it — ask a manager for help.
## What's next
Keep each client's property addresses and access details accurate so crews always know what they're walking into.
Add primary and secondary contacts and capture each person's relationship to the property.