Advice and answers from the Endear Team

Search results for:calendars dates and advanced filtering

How do I filter and adjust my reports' results?

Apply filters to your reports to adjust the information displayed displayed… Filtering reports… will be month-to-date, but you can click to adjust it either using preset timelines or by selecting dates

How do I filter my tasks?

Filter your tasks… You can select absolute dates, or past or future dates. Step 2… How to Filter Your Tasks:

How do I search and filter my messages?

Search and filter messages… To Filter Your Messages:… Enter who you're searching for and click Enter on your keyboard

What is the difference between the First Seen and First Added filters?

Learn the difference between First Seen and First Added… Applies to: All (Users, Managers, and Admins) 'First seen' is the first time your brand encountered… For example, the day your customer first made a purchase and therefore entered into your POS's database

How do I add and remove tags from customers?

Create tags to easily filter your Customer lists … 2. To create a new tag, simply type it into the search bar and the checkbox to select it will appear. Click new tag then select Save to add new tag… 3. From the drop-down menu, search and select, your New Tags

How do I enable and disable emails and phone numbers in Endear?

if you disable a contact method, you will no longer be able to receive messages at that address if and… contact methods per location, but each contact method must be associated with at least one location and

How do I build and save a report?

Any user can build a report in Endear in order to better understand user performance and conversions… You can start from scratch by clicking Create Report and selecting the type of report that you want to… From the, "Sales over time" module, select your relevant filters and click "Save". 2

How do I delete a Story?

Remove old or unwanted Stories from your lists and searches… Go to the Story you would like to remove, and click Delete at the top-right corner. 2… Check True and click Done. 4. Click on the Story you want to restore. 5

Should I use a tag or custom field?

Learn the benefits and differences of tags and custom fields… In this article, we will discuss the benefits and differences of using each method… received and being sent to the right people

How do I edit or delete a task?

Learn how to edit, delete, and restore tasks and notes… How to View and Restore Deleted Tasks (only admins and creators can restore deleted tasks)… You can also bulk delete notes & tasks, and restore them any time