Skip to main content

Advice and answers from the Endear Team

Search results for:how do i add a note to a customers profile

What is a note and how do I use notetaker?
Create customer notes with automatic titles, add photos, and search note content seamlessly… You can add a note directly from a customer's profile… How can I add a note?
How to take a note from Shopify POS with Endear
Use the Endear note tile in Shopify POS to log customer notes directly from the register without leaving the POS interface… and add a note that is saved to that customer's profile in Endear… Taking a note from a customer profile in Shopify POS
Can I bulk add or import customers?
How to import your customer lists from a CSV file into Endear… Visit this article to learn how to manually add customers into your database… Add tag/s using Transform tool -Click on Transform -Type in the tag/s you want to add then type "@tags
How do I create a new customer from my Home page?
Add new customers to Endear from your Home page … How to create a new customer from Customer card… Can I bulk add or import customers? Still Need Help?
How do I add and remove tags from customers?
Create tags to easily filter your Customer lists … 3. To add a tag for multiple customers:… 1. Step 1. From the customer's main profile page, click the + Add button under the Tags section
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 Settings Click on Customers Click Add Field Enter the Details of your key… Click on Customers… 3. Click on Add Field 3. Choose the details of your new field
How do I message multiple customers?
Learn to send bulk message customers via email, SMS, or WhatsApp messages… WhatsApp Messaging Considerations: Only customers with valid phone numbers in their profile will… How to bulk message multiple customers
How do I assign & un-assign users to customers?
Assign others to customers in Endear… To add an assigned user go to the customer profile click the + under relationships 2… Click on Remove You can assign customers in bulk from an audience or filtered list of customers. ​
How do I add products to a message?
Easily add product images to emails or text messages to give customers rich information right at their fingertips… Applies to: All users When messaging with customers, you may want to add product images directly… Note: If you can't find a product, try removing the Availability or Image filters
How do I unsubscribe customers?
Unsubscribe a customer manually… How to Manually Unsubscribe a Customer… Applies to: All (Users, Managers, & Admins) Customers can unsubscribe themselves from communication