Search results for: home

Search results for: home

How do I create a new customer from my Customers card?

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… For more information: How do I save segments to my home page?

Written by Angela Lynch
Updated over a week ago

How do I add reports to my Home page?

Which Stories will I see on my Home page? Which tasks will I see on my Home page?… Click the Insights card on the home page to navigate to the Reports page. Step 2… Click the three dots on any report and select "Pin to Top" to pin it to your Home page

Written by Angela Lynch
Updated over a week ago

How do I save segments to my Home page?

Customers page Click the dotted icon and select pin to top View the pinned segment on your home… page The Home page makes it easy to access your most important and frequently used customer segments

Written by Angela Lynch
Updated over a week ago

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 Stories will I see on my Home page?… Which tasks will I see on my Home page? Still Need Help?

Written by Angela Lynch
Updated over a week ago

Which Stories will I see on my Home page?

Applies to: All (Users, Managers, & Admins) The Stories card on your Home page will display the most

Written by Angela Lynch
Updated over a week ago

Which tasks will I see on my Home page?

Applies To: All (Users, Managers, & Admins) The Tasks card on your Home page will display both tasks

Written by Angela Lynch
Updated over a week ago

How do I create a new Story from Home?

How to create a new Story from Home… Create engaging content quickly directly from your Home page… For more information: Which Stories will I see on my Home page?

Written by Angela Lynch
Updated over a week ago

How do I add a new task from Home?

Applies To: All (Users, Managers, & Admins) You can easily keep track of you to-do list from your Home… For more information: Which tasks will I see on my Home page?

Written by Angela Lynch
Updated over a week ago

How do I start a new message from my Home page?

How to start a new message from Home page… Users, Managers, & Admins) Click the Compose a Message button on the Conversations card on the Home… You can start a new message directly from your Home page

Written by Angela Lynch
Updated over a week ago

How do I set up an SMS number?

Starting from a Location Home Page:

Written by Angela Lynch
Updated over a week ago