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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 Additional
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
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
How
to
Identify
Who
Is
an Admin
Learn
how
to
view which Staff members have Admin privileges and understand their permissions in your Endear account… Applies
to
: All People with the Admin role in Endear have full access
to
all features and settings… We are happy
to
assist you for more 1:1 direction. Reach out
to
our live chat!
