---
title: "Viewing and Managing Client Data / Usage"
description: "Efficiently access, update, and track your client's information all in one place"
url: https://help.titlecapture.com/en/articles/145-viewing-and-managing-client-data-usage
collection: "Account Management (Admin)"
updated: 2026-09-17
language: en
---

# Viewing and Managing Client Data / Usage

Efficiently access, update, and track your client's information all in one place

**Choose how you'd like to follow along:**

### 🎥 **Watch the Video Walkthrough**

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## **📖 Step-by-Step Guide**

**1\.** [**Login to your account.**](https://help.titlecapture.com/en/articles/16-logging-into-your-account.md)

2. Click on the "**Clients**" tab at the top left.

![](https://staticfiles.gleap.io/gattachments/Jd9uZs5jXuHYY0ZvxJPq8YVOiFXXMORlPHAJHuGsU0EnxvOLvvJ1hXKkrDDUJ0N9zefUd0q4HL7.png)

3\. This will open the “**Clients-All”** page, where you’ll see a full list of your contacts.

![](https://staticfiles.gleap.io/gattachments/SLy3gZ1qBcWXRfoqVWrZFvZVtxFpVdTa45pzzcI1vvMO5UjISn8HQGX0Q1TTiD1pxeV9bI5PsdX.png)

4.  Click on the 3 vertical dots next to your client to access more options. Then choose “**View Client**”.
    

![](https://staticfiles.gleap.io/gattachments/6ywRFXZzu1jG79KeSrb1udIijvwwtQycuObBNsJ0GbZoZI5dbd4e4P4ntNoAGApNb0cD2muxojY.png)

5.  On this page displays the client’s detailed profile along with a real-time activity timeline.
    
    ·       At the top, you can switch between **All, Estimates, Notes, and Orders** to filter the client’s activity based on what you need to review.
    
    ·       The **All tab** provides a complete timeline—combining estimates, notes, and orders into one unified view for a full picture of client activity.
    

![](https://staticfiles.gleap.io/gattachments/FbAWdIuUaYFhJLV3egQAedcBC9oWGzB3ODQRI4g3cxEliEec5iBQclK5e90orLSqPLesG2fzD8Q.png)

6.  Under the Estimates view, this section displays the clients activity timeline organized by date for easy tracking.
    

![](https://staticfiles.gleap.io/attachments/20260319190115_8972.jpg)

7.  The **Notes tab** is where you can review, add and manage all client notes, including updates, conversations, and important reminders.
    

![](https://staticfiles.gleap.io/gattachments/TnYGHKjwjsC7hw93SNsVBkTZW6pBo4fk6RbitEs3dknlIYBEj5Hqif9lSbteZcH3K01JLWJKCUi.png)

8.  The Orders tab will give you access to all client transactions, making it easy to track requests, progress, and completed orders.
    

![](https://staticfiles.gleap.io/gattachments/jX2CkRZbWly0oMh7ElJXwpg3FEejkwKJPf0NDVqq7UwG4DbLGl17IiqmysHTPoHZ8MRCTTM5iaV.png)

9.  Finally, select **Edit Client** to upload and update contact details, ensuring client profiles remain accurate, complete, and up to date.
    

![](https://staticfiles.gleap.io/gattachments/gC2185jBoEYtzzIwUbN3AwJxWdwT7g3kQiQTSWDbTjB8tSJF5Naz6Hu2fU9pfh2FMO3tUeacrdm.png)

10.  This page is the **Update Client Details form**, where you can edit and manage a client’s information.
     
     It allows you to:
     
     ·        Select the client’s role (e.g., buyer, seller, agent)
     
     ·        Assign the appropriate branch and agency
     
     ·        Update key profile details to ensure accurate records
     

![](https://staticfiles.gleap.io/gattachments/7I5sLzKlQKajHvgFMAd25uytbifGctsl6YPW2eBRy1RgKR7lOeV4icv4CEAml5wFb6p0NhRPFlI.png)

11.  Once changes are made, click **“Update”** to save and apply the updated client information.
     

![](https://staticfiles.gleap.io/gattachments/OY65wjPUE59mJv3Tmb7te0BNCi8Zl8NOI3yeOB2d1xTKET6WIwJZu7BRajy1nQwAO35PxmbG6C8.png)

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## Explore these other interesting articles:📄[Managing Client Invitations: New Features Now Available](https://help.titlecapture.com/en/articles/47-easier-client-invitation-management-see-new-features.md)

📄[Inviting Clients](https://help.titlecapture.com/en/articles/3-inviting-clients.md)

📄[Organizing and Removing Clients](https://help.titlecapture.com/en/articles/44-organizing-and-removing-clients.md)

📄[Enabling Threshold  "Big Deal" Notifications](https://help.titlecapture.com/en/articles/45-enabling-threshold-big-deal-notifications.md)

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If you have any questions or need additional help, please reach out to us at [support@titlecapture.com](mailto:support@titlecapture.com). We’re always happy to assist.