Open a customer and read their history

Open a record

1. Click Customers in the left rail.
2. Click a name in the list.

A panel slides in from the right. You can also open it from a form row in the Inbox.

Tabs

• Details: first name, last name, email, phone, date added and any custom fields.
• Messages: what they sent through your site, newest first. Click Load older for more. Opening this tab marks their messages read.
• Notes: private notes for you and your team.
• Invoices: number, issue date, due date, status and total.

Add a note

1. Click Note at the top of the panel.
2. Type in the Add a note box.
3. Click Save.

The panel jumps to the Notes tab. Notes show the date and the author.

Contact them

Email opens a new message in your mail app. Call appears when the customer has a phone number.

Questions

How do I add a custom field? On the Customers page, click the sliders icon (Custom fields), then add a label and type.

How do I delete a customer? Click the three-dot button in the panel, then Delete. Their invoices stay, without the link to the customer.