--- title: How to use the clients grid? description: This article describes how to use the Clients grid in Trust Accounts. --- [Skip to content](https://help.themortgageoffice.com/knowledge/using-the-clients-grid#main-content) [![TMO-LO~1](https://help.themortgageoffice.com/hs-fs/hubfs/TMO-LO~1.png?width=200&height=65&name=TMO-LO~1.png)](https://www.themortgageoffice.com/) - [Platform](https://www.themortgageoffice.com/products/) Show submenu for Platform - [Loan Servicing](https://www.themortgageoffice.com/products/loan-servicing-software/) - [Loan Origination](https://www.themortgageoffice.com/products/loan-origination-software/) - [Fund Management](https://www.themortgageoffice.com/products/fund-management-software/) - [Knowledge Hub](https://www.themortgageoffice.com/knowledge-hub/) Show submenu for Knowledge Hub - [Blog](https://www.themortgageoffice.com/blog/) - [Resources](https://www.themortgageoffice.com/resources/) - [Webinars](https://www.themortgageoffice.com/resources/?_resource_types=on-demand-webinars) - [Seminars](https://www.themortgageoffice.com/seminars/) - [FAQs](https://www.themortgageoffice.com/frequently-asked-questions/) - [Release Notes](https://help.themortgageoffice.com/knowledge/release-notes) Open main navigation Close main navigation - [Platform](https://www.themortgageoffice.com/products/) Show submenu for Platform - [Loan Servicing](https://www.themortgageoffice.com/products/loan-servicing-software/) - [Loan Origination](https://www.themortgageoffice.com/products/loan-origination-software/) - [Fund Management](https://www.themortgageoffice.com/products/fund-management-software/) - [Knowledge Hub](https://www.themortgageoffice.com/knowledge-hub/) Show submenu for Knowledge Hub - [Blog](https://www.themortgageoffice.com/blog/) - [Resources](https://www.themortgageoffice.com/resources/) - [Webinars](https://www.themortgageoffice.com/resources/?_resource_types=on-demand-webinars) - [Seminars](https://www.themortgageoffice.com/seminars/) - [FAQs](https://www.themortgageoffice.com/frequently-asked-questions/) - [Release Notes](https://help.themortgageoffice.com/knowledge/release-notes) - [Contact Support](https://help.themortgageoffice.com/knowledge/kb-tickets/new) [Contact Support](https://help.themortgageoffice.com/knowledge/kb-tickets/new?hsLang=en) How can we help you? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://help.themortgageoffice.com/knowledge?hsLang=en) 2. [Trust Accounting](https://help.themortgageoffice.com/knowledge/trust-accounting?hsLang=en) 3. [Clients](https://help.themortgageoffice.com/knowledge/trust-accounting?hsLang=en#clients) October 9, 2026 # How to use the clients grid? ## This article describes how to use the Clients grid in Trust Accounts. The Clients grid enables you to quickly and easily add, edit or remove clients. It also allows you to print different reports, send e-mails to clients, and export the grid to excel.  ### To access the clients grid in trust accounts: - Click on the ![trust accounting](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/trust%20accounting.png?width=21&height=21&name=trust%20accounting.png) **Trust Accounts** drop-down menu in the left panel of The Mortgage Office®. - Scroll down and select **Clients.** - The following options are available: | **Button:** | **Description:** | | --- | --- | | ![add](https://help.themortgageoffice.com/hs-fs/hubfs/Icons/add.png?width=18&height=18&name=add.png) | Click to **Add** a client. For additional information, see [Adding clients.](https://help.themortgageoffice.com/knowledge/how-to-add-a-clients?hs_preview=cmmTLVmT-132773832021&hsLang=en) | | ![edit](https://help.themortgageoffice.com/hs-fs/hubfs/Icons/edit.png?width=18&height=18&name=edit.png) | Click to **Edit** a client. For additional information, see [Editing clients.](https://help.themortgageoffice.com/knowledge/how-to-edit-a-clients?hs_preview=VJjiTwNJ-132822603335&hsLang=en) | | ![delete](https://help.themortgageoffice.com/hs-fs/hubfs/Icons/delete.png?width=18&height=18&name=delete.png) | Click to **Delete** a client. For additional information, see [Deleting clients.](https://help.themortgageoffice.com/knowledge/how-to-delete-a-client?hsLang=en) | | ![lightning bolt with downward arrow, with button border](https://help.themortgageoffice.com/hs-fs/hubfs/lightning%20bolt%20with%20downward%20arrow%2c%20with%20button%20border.png?width=38&height=26&name=lightning%20bolt%20with%20downward%20arrow%2c%20with%20button%20border.png) | Click this drop-down to check the ![blank check box](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/blank%20check%20box.png?width=21&height=22&name=blank%20check%20box.png) **Hide Zero Balance Clients** option. | | ![PRINT with button border outline](https://help.themortgageoffice.com/hs-fs/hubfs/PRINT%20with%20button%20border%20outline.png?width=57&height=24&name=PRINT%20with%20button%20border%20outline.png) | Click to display a list of available reports.  The available options are: - ![print](https://help.themortgageoffice.com/hs-fs/hubfs/Icons/print.png?width=16&height=16&name=print.png) Mailing Labels | | ![email](https://help.themortgageoffice.com/hs-fs/hubfs/Icons/email.png?width=22&height=22&name=email.png) | Click to send an **email** to a client. | | ![file-excel-solid](https://help.themortgageoffice.com/hs-fs/hubfs/Icons/file-excel-solid.png?width=18&height=18&name=file-excel-solid.png) | Click to **Export** the contents of the grid to **Microsoft Excel.** | | ![customize-grid](https://help.themortgageoffice.com/hs-fs/hubfs/Icons/customize-grid.png?width=22&height=22&name=customize-grid.png) | Click to **customize** the grid. Opens a window where you can change the display order of the grid columns and whether they are displayed or not. | | ![refresh](https://help.themortgageoffice.com/hs-fs/hubfs/Icons/refresh.png?width=22&height=22&name=refresh.png) | Click to **refresh** the contents of the grid. | | ![FindSearch icon box](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/FindSearch%20icon%20box.png?width=120&height=14&name=FindSearch%20icon%20box.png) | **Find** helps you to quickly find items in one or more columns and apply a filter to the grid. Simply type the information you are looking for, click Search, and watch the grid display only the records matching the criteria. 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