# The customer record: orders, carts, addresses and more

Customers

Opening a customer shows far more than the account form. The tabs on the left collect everything GrandNode knows about that person: orders, reviews, saved addresses, what is in the cart right now, individual prices, internal notes, messages and loyalty points. From the same page you can e-mail the customer or place an order in their name. The **Customer Info** tab is covered in [Finding and editing customers](https://grandnode.com/customers-manage-customers); this article walks through the rest.

### Where to find it

Go to **Customers → Customers** and click the customer's e-mail. The tabs appear once the customer has been saved - on **Add new** you only see **Customer Info**. When you use **Save and Continue Edit**, GrandNode reopens the tab you were on.

### The tabs

| Tab | What it shows and what you can do |
|---|---|
| **Orders** | All orders of the customer with total, order, payment and shipping status. Expand a row to see the items; click the order number to open the order. |
| **Reviews** | Product reviews written by the customer. Open or delete a review from here. |
| **Addresses** | The customer's address book. **Add new address**, **Edit** or **Delete** - the same addresses the customer picks from at checkout. |
| **Current cart and wishlist** | What is in the cart and the wishlist right now. In the cart you can change the unit price of an item or delete it and click **Save changes** - handy when you agree a price by phone before the customer checks out. |
| **Personalized products** | Two lists. **Personalized products** are shown to this customer in a block on the home page (enable **'Personalized products' enabled** in catalog settings). **Individual Product Prices** give this customer their own price for a product (requires **Customers have independent product price** in catalog settings). |
| **Customer notes** | Notes with a title, text and an optional attached file. Tick **Display to customer** to show a note on the storefront under **My account → Notes**; otherwise it stays internal. |
| **Activity** | Messages the customer sent through the contact form, and the e-mails queued for the customer's address (subject, created, sent) - useful when someone says they never got the order confirmation. |
| **Out of stock subscriptions** | Products for which the customer asked to be notified when they are back in stock. |
| **Loyalty points** | Points history per store with the balance; add or subtract points by hand. Visible when loyalty points are enabled. |
| **Documents** | Documents (offers, contracts, invoices) linked to the customer. Visible to users with the permission to manage documents. |

![Orders tab of a customer with four pending orders](https://grandnode.com/Plugins/Theme.GrandNodeCom/Content/kb/customers/customer-edit-orders.webp)

The Orders tab lists every order the customer placed.

![Addresses tab of a customer with one address and Add new address, Edit and Delete buttons](https://grandnode.com/Plugins/Theme.GrandNodeCom/Content/kb/customers/customer-edit-addresses.webp)

The Addresses tab is the address book the customer picks from at checkout.

### How to give a customer loyalty points

1. Open the customer and go to the **Loyalty points** tab.
2. Under **Add points** enter the **Value**. A negative number takes points away.
3. Write a **Message** - the customer sees it in their points history, so make it clear ("Apology for the late delivery").
4. Choose the **Store** the points are for. Points are kept per store.
5. Click **Add loyalty points**. The row appears in the history with the new balance.

![Loyalty points tab with one history row of 100 points and the Add points form](https://grandnode.com/Plugins/Theme.GrandNodeCom/Content/kb/customers/customer-edit-loyalty-points.webp)

Adding 100 points by hand. The balance column shows the running total.

### How to e-mail a customer

1. Click **Send email** at the top of the customer page.
2. Fill in **The subject** and **The email body**.
3. Leave **Send immediately** on, or switch it off and pick the **Planned date of sending**.
4. Click **Send email**. The message goes to the e-mail queue and is sent by the default e-mail account; you can follow it in the **Activity** tab.

![Send email dialog with subject, body and the Send immediately switch](https://grandnode.com/Plugins/Theme.GrandNodeCom/Content/kb/customers/customer-send-email.webp)

The Send email dialog. Messages are queued, not sent synchronously.

The **⋮** menu next to **Save** also offers **Send welcome message** and **Re-send activation message** when they apply - the welcome message for accounts that are registered and active, the activation message for accounts still waiting for e-mail validation.

### How to place an order for a customer (impersonation)

**Place order** lets you use the storefront as that customer - with their cart, addresses, prices and discounts - to take a phone order or to see exactly what the customer sees.

1. Open the customer and click **Place order**.
2. GrandNode opens the storefront. The header shows that you are impersonating the customer, with a **finish impersonated session** link.
3. Add products to the cart and go through checkout as usual. The order is created for the customer, and the order confirmation goes to the customer's e-mail.
4. Click **finish impersonated session** to return to your own account.

Impersonation needs the **Allow Customer Impersonation** permission (administrators have it by default), and only an administrator can impersonate another administrator.

### Tips and common mistakes

- Individual prices or personalized products have no effect: check the two catalog settings named above - both features are off by default for performance.
- Store managers see a shorter set of tabs: **Customer notes**, **Activity** and **Documents** are only in the main admin panel.
- Guest customers have tabs too. A guest's **Current cart and wishlist** tab is the quickest way to see an abandoned cart.

### Related

- [Finding and editing customers](https://grandnode.com/customers-manage-customers)
- [Sales: orders, shipments and merchandise returns](https://grandnode.com/docs-sales)
- [Online customers and customer reports](https://grandnode.com/customers-online-customers-and-reports)

- [Web page](https://grandnode.com/customers-customer-record)