---
title: "Client history"
description: "The client profile in Bulido shows every estimate, quote and project tied to that contact, plus collaboration stats. What you'll find on a client card."
locale: en
category: clients
slug: client-history
updatedAt: 2026-05-06
---
# Client history

The client profile is the one place where you can see everything tied to a single contact: estimate and quote history, acceptance statuses, related projects, and collaboration stats. Open it by clicking a client in the **Clients** list, or via the **Open client** link on a quote or project view.

## What's on the profile

### Collaboration summary

The top of the profile has four metrics:

- **Value of accepted quotes**: total of everything the client has accepted.
- **Quotes**: number of quotes issued for this client (across all statuses).
- **Projects**: number of projects tied to their quotes.
- **Last activity**: when the most recent change happened (new quote, acceptance, project status change).

### Contact and notes

A section with contact info (name, email, phone, address) and a notes field. All of it editable directly on the profile. Click, change, save.

### Quotes and projects

A list of every quote and project for the client, tagged by type (**Quote** / **Project**) and status (Draft, Sent, Accepted, Rejected, Expired for quotes; Planned, In progress, Completed for projects). Each entry is a link — click to open the details.

If the client is new and has no quotes or projects yet, the section is empty and shows *"No quotes or projects"*.

## Starting a new quote from the client profile

You can start a new quote for this client straight from their profile. They're pre-selected in the form, so there's no need to pick them again.

## Deleting a client

You delete a client from their profile. Bulido won't let you delete a contact that still has quotes or projects tied to it. You'll see *"Can't delete this client. They still have linked quotes or projects."* Delete (or archive) their quotes and projects first.

That safeguard stops you losing history. A client doesn't get deleted along with dozens of accepted quotes and completed projects.

## What's next

- [Find a client quickly in the database](/helpcenter/clients/client-search)
- [Add a note to a client card](/helpcenter/clients/client-notes)