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Advice and answers from the Endear Team

Search results for:home
Intro to Home
Learn the options of Quick Actions you can take on the Home landing page… All (Users, Managers, & Admins) Welcome to your high level walkthrough of our recently updated Home… The Home Module is broken down into Quick Action cards for easy navigation
How do I create a new customer from my Home page?
Add new customers to Endear from your Home page … Applies to: All (Users, Managers, & Admins) The Customers card on your Home page makes it quick and
What tasks will I see on my Home page?
Applies To: All (Users, Managers, & Admins) The Tasks sidebar on your Home page will display both
Which conversations will I see on my Home page?
Applies to: All (Users, Managers, & Admins) The Conversations card on your Home page will display… For more information: Which tasks will I see on my Home page? Still Need Help?
How do I add a new task from Home?
Applies To: All (Users, Managers, & Admins) You can easily keep track of your to-do list from your Home… To add a new task from the Home page simply click the Create a task card to begin Create your task… For more information: Which tasks will I see on my Home page?
How do I start a new message from my Home page?
How to start a new message from Home page… 1. Click the Send a message button on the Quick Actions cards on the Home page… quickly compose a new message by selecting the Send a Message button from the Quick Action cards on the Home
How do I send a new message to a customer?
From the home page… Jump straight into a message from the home screen!… From the home page, select Audiences
What is a note and how can I record one?
Overview - Creating a Note from the Home Page or Notes Page… If you want to create a note without linking to a specific customer, you can do so from the Home Page… From the Home Page, select Leave a note Alternatively, select Customers, then Notes and Add a note
How do I know what location I'm signed-in to?
Applies to: All (Users, Managers, & Admins) Solution Overview: View your team location from the Home… see your location listed both in the upper left corner above the module menu and at the top of the Home… see your account icon listed as a team member of this location directly below the location on the Home
How do I export customers?
From the Home Page, select Customers, and then select your desired audience… From the Home Page, select Customers, and then select your desired au 2