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Advice and answers from the Endear Team

Search results for:how do i adjust my team settings
How do I adjust my team settings?
Change the details related to any single team from the Teams settings [Admin only]… settings: How to choose the right POS and ecommerce sources for your team How to disable… Adjust your Team's Settings 1
How do I change my Email display name?
Change how your Email is displayed… This allows you to customize how members of your Team appear in customer inboxes… Adjust your Email Display Name Click Save 1. Click on Settings 2
How do I adjust Campaign Settings
This article will teach you how to adjust campaign settings based on Subscriptions, Recently contacted and who can approve Campaigns… Table of Contents How to Navigate to Campaign Settings Setting Default Campaign Settings… How to Navigate to Campaign Settings
How do I filter and adjust my reports' results?
Apply filters to your reports to adjust the information displayed displayed… Setting the date range… Setting the interval (messaging reports only)
How do I add and edit my signature?
Click on Settings 2. Click on Teams… 3. Click on Team you'd like to adjust 4… Click on Teams Select the team Click on Edit next to E-mail Signature Adjust… ​Setting up a Personal Signature
How do I adjust what details I see in my report's table?
Changing columns will set the display as your default even when the page is refreshed
How do I adjust access or delete a report?
Control which members of your team can view certain reports or remove reports entirely… How to change a report's user access… How to delete a report
How do I add a new team?
Learn how to add additional teams to your Endear account… 1. Click on Settings… 3. Click on Create team
How do I adjust who can access a Contact Method?
Adjust who can view or send from certain contact methods… method Click on Edit under Access Choose a Team, Person or Role Adjust the ability… Choose a Team, Person, or Role 6. Adjust the ability to Send or View
How do I disable or re-enable a Team?
Learn how to disable and re-enable Teams… How do I change which Team I am signed into? Still Need Help?… How to disable a Team