Skip to main content

Advice and answers from the Endear Team

Search results for:which conversations will i see on my home page
Which conversations will I see on my Home page?
Managing your conversations in Endear… For more information: Which tasks will I see on my Home page? Still Need Help?… Applies to: All (Users, Managers, & Admins) The Conversations card on your Home page will display
What tasks will I see on my Home page?
Applies To: All (Users, Managers, & Admins) The Tasks sidebar on your Home page will display both… You can learn more in our help section on Notes & Tasks
How do I create a new customer from my Home page?
Add new customers to Endear from your Home page … Applies to: All (Users, Managers, & Admins) The Customers card on your Home page makes it quick and… Click on Save For more information: How do I see customers I've manually added to Endear?
How do I start a new message from my Home page?
button on the Quick Actions cards on the Home Page Review which Contact Method you're sending… 1. Click the Send a message button on the Quick Actions cards on the Home page… How to start a new message from Home page
Intro to Home
Learn the options of Quick Actions you can take on the Home landing page… This card gives you direct access to your messages inbox - a place to see any conversations you've had… with your customers and any messages assigned to you When you log in and navigate to the home page
How do I add a new task from Home?
For more information: Which tasks will I see on my Home page?… To add a new task from the Home page simply click the Create a task card to begin Create your task… page with the Quick actions card
How do I see all my drafts?
Overview: Click on Inbox Click on Drafts Use Search or Filters to find a specific draft… 1. Click on Inbox… 2. Click on Drafts
How do I see my current subscription?
View your current subscription on your Billing page… Applies to: Admin You can view your current subscription on your Billing page… Your Billing page will give you an itemized breakdown of your subscription as well as a recap of previous
How do I know what location I'm signed-in to?
Where to see your location and team assignment in Endear … page When you login to Endear, you will see your location listed both in the upper left corner above… on the Home page
How do I change which columns I view in my Customers list?
Customize your view based on the fields that are most important to you … Other users will not see the same view as you since columns are unique to each user once changed from… To change which fields are shown: