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Search results for:how do i add a custom field to customer profiles

How do I add and edit Customer profile custom fields?
How to create custom fields and edit their format and visibility. Custom fields are available to Admins on the Professional plan… Click on Add Field 3. Choose the details of your new field… field, hide the field from customers' profiles, change users' access to editing, or change where the
Should I use a tag or custom field?
Learn the benefits and differences of tags and custom fields… An example of this is, you can create a tag to quickly add customer request note, outreach for upcoming… Custom fields should also always be used whenever you are trying to fill that field with an integration
How to Use Custom Field Mappings for Integrations
Map your unique business data to Endear for personalized customer engagement… history), custom field mappings allow you to import specialized customer information unique to your… Custom field mappings for customer data are available for all Endear integrations
How do I add comments to products?
Add custom notes or comments to your Story items … Solution Overview Click on the Type something field below the product which you would like to add… How to add descriptions to a Story or section? How to add titles to a Story or section?
Setting up your own custom domain
Learn how to add a custom domain for a more branded email experience… Setting up an e-mail address using your custom domain… Setting up your own custom domain
How to use AI Notetaker to capture notes and enrich customer profiles
Use voice or text notes with AI to automatically draft structured customer profile updates you review and approve… In the Link to a customer profile section, select the customer this note is about… Enabling fields and staff access
What is a note and how do I use notetaker?
Create customer notes with automatic titles, add photos, and search note content seamlessly… profiles [Inline Video] Notes let you record important customer information like preferences, interactions… How can I add a note?
What profile details can I edit about a customer?
View a customer's profile and update details in Endear… How to edit a customer profile section… Adding Custom Fields
How to Use Email CC in Endear
Add a team member to customer email conversations for better collaboration and visibility… When you select 2 or more recipients, the CC field will be hidden If you add CC recipients while… composing to one person, then add additional recipients to the 'To' field, your CC addresses will be
How do I see customers I'm Assigned to Endear?
Filter customer lists by the user who created the customer profile… How to view customer additions from other teammates… To view if/when another user has added a customer to your list on Endear, apply the 'Created by' filter