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Advice and answers from the Endear Team

Search results for:how do i filter my sales results

How do I filter and adjust my reports' results?
Apply filters to your reports to adjust the information displayed displayed… report also offers the ability to filter through the Filter button… Click the desired filter from the menu on the right Check out a video of how to apply filters and
How do I filter my tasks?
Filter your tasks… From the Notes & Tasks module, you can filter the results by Tags or Deadline: Tag: Filter your… How to Filter Your Tasks:
How do I search and filter my messages?
Search and filter messages… To Filter Your Messages:… From your Conversations tab, you can search through all the messages sent from your location or filter
How do I view and filter my templates?
Learn how to access and filter your templates from your Inbox module… Filtering Templates… Applies to: All You can easily view and filter your available templates in your Inbox module
How do I filter items?
How do I add items to a Story? How do I create a Story? Still Need Help?… For more information: How to search for products How to select items for a Story?… To filter your products list and view the most relevant items:
How do I filter Stories?
Select the desired filter option from the menu… Select the desired filter option from the menu. For this example, we selected Tag Step 3… For this filter, you can select from your tags
How do I filter my appointments in the old view?
Filter your Appointments view in Endear… Click on Search and Filter: This will open the filter panel, allowing you to customize your view​… Apply Filters: to view other filter options, click Add Filter​ To remove any filters
Why do sales totals differ across my reports?
Learn why sales numbers may differ between various reports… Applies To: All (Users, Managers Admins) You may notice that your sales numbers in your Team sales… The Team Sales Report report tracks the metric "Total Sales", which calculates all of the transactions
What data is pulled from Gorgias?
What can I filter from Gorgias… Applies to: All Users Get a peek into how your customer is communicating with your brand, with Tickets
How do I reset my PIN?
If you remember your current PIN and just want to change it, see How can I create or change my pin code… You can then sign in and change it to something memorable — see How can I create or change my pin code… See How to set a password for PIN-only users. Still Need Help?