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Advice and answers from the Endear Team

Search results for:why does the same transaction show up twice

Why does the same transaction show up twice?
Find out why a transaction might show up twice in your Sales report… will show up twice in your report… Applies To: All (Users, Managers & Admins) With Endear, you can track any transaction that took place
What purchases get tracked in Endear?
will appear twice in your report… While the order numbers and transaction totals will be the same, each entry will have an "attributable… There are two reasons why a customer's purchase might not show in your Sales report: The sale happened
How do I delete a sale?
time to time you may want to delete a sale, for example if it is ineligible for commission or if a transaction… appears twice. 1
Why don't I see my customer's purchase in the sales report?
Find out why a customer's purchase might not show in your Sales report… There are 2 reasons why a customer's purchase might not show in your Sales report: The sale happened
Setting up your own custom domain
Setting up an e-mail address using your custom domain… Setting up your own custom domain… Enterprise & Professional plan only Requirements: Access to your website's DNS provider Setting up
How do I link an Endear User to a user from an integration?
Link staff to their POS or e-commerce profiles so audiences populate, opportunities route, and cashier filters show who made each order… Audiences not populating: audiences that filter by staff member or cashier may be missing customers or come up… Inaccurate cashier filters: cashier filters can't show which staff member made an order
How to Set Up Two-Factor Authentication
Setting up 2FA with Authenticator App… Depending on your Brand's settings; you may encounter an automatic prompt to set up MFA when you log… Setting up 2FA with SMS/Text Message 3a
How to set up the Shopify integration
Connect your Shopify store to sync customer data, orders, products, and locations with Endear in real-time for seamless outreach.
How to Set Up the Ometria Integration
To set up this integration, you will need: Access to your Ometria admin account Your Ometria
How do I set up email in Endear?
How to set up email contact method in Endear… Applies To: Admin You can set up an e-mail address using a subdomain we provide out-of-the-box, endear.chat