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Advice and answers from the Endear Team
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how do i know who is assigned to a customer
How
do
I
know
who
is
assigned
to
a
customer
?
Easily tell
who
is
assigned
to
a
customer
…
How
view
who
is
assigned
to
a
customer
… Once you've selected
a
customer
, you'll be able
to
see the users
assigned
under Relationships
How
do
I
assign & un-assign users
to
customers?
Assign others
to
customers in Endear… at
a
time
Do
customers
know
they are
assigned
to
me?… No, customers will not receive
a
notification that they have been
assigned
to
you and
do
not
know
that
Is
there
a
way
to
know
who
is
an Admin?
Learn
who
the admins are on your Endear account… Applies
to
: All Users with the role of Admin in Endear can see and
do
anything in the account… Typically when you are unable
to
perform
a
specific function on Endear, it likely means that it's an
How
do
I
see customers I'm
Assigned
to
Endear?
Filter
customer
lists by the user
who
created the
customer
profile… Note that when
a
user creates
a
customer
, when they are
assigned
to
that user
is
is
automatically added…
To
view if/when another user has added
a
customer
to
your list on Endear, apply the 'Created by' filter
How
do
I
resubscribe
a
customer
to
messages?
Resubscribe
a
customer
to
messages… Applies
to
: All (Users, Managers, & Admins)
A
customer
may use the unsubscribe option at the end… However, Endear provides you with an option
to
resubscribe that
customer
How
do
I
send
a
new message
to
a
customer
?
Stay in touch with your
customers
by sending them engaging messages…
a
message
to
the
customer
Let's say your store got
a
new collection and you want
to
share the… Watch this 1 minute tutorial
to
learn
how
to
send
a
message with Endear
How
do
I
archive or unarchive
a
customer
?
Customers
cannot be deleted in Endear; however they can be archived…
How
to
archive
a
customer
…
How
to
unarchive
a
customer
How
do
I
create
a
task for
a
specific
customer
?
Create
a
task for
a
specific
customer
…
How
to
create
a
task for
a
specific
customer
…
How
to
delete
a
task
How
do
I
know
what location I'm signed-in
to
?
Where
to
see your location and team assignment in Endear …
How
do
I
change which location I'm signed into? Still Need Help?… For more information: Can
I
belong
to
multiple locations?
How
do
I
reply
to
an existing thread with
a
customer
?
Reply
to
customer's recent message or follow up on
a
previous message you sent… Applies
to
: All (Users, Managers, & Admins)
To
keep
a
previous conversation in mind, you can reply…
to
or follow up on
a
customers most recent message
