# Open a customer and read their history

Use the customer panel to read messages, notes, invoices and details.

Source: https://yaya.page/support/articles/customers/read-a-customer-history
Last updated: 2026-10-02

## 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.