Applies to: All (Users, Managers, & Admins)

The top search bar, also known as the "universal search bar" allows you to search your entire Endear account.

How to use the universal search bar

  1. Go to the top search bar to enter the what you're searching for.

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  2. You can search within the following categories: Customers, Notes & Tasks, Messages, Conversations, Drafts, Templates (shows when you click the "...")

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How to find a specific customer profile in the Customers module

If you are looking to pull up a specific customer profile:

Solution Overview:

  1. Start from the main Customers page and select the segment you want to search

  2. You will see the search bar display above the list of customers

  3. Search for the customer you want. Note that your search results will be limited to the customers in the segment you chose in step 1

Step 1. Start from the main Customers page and select the segment you want to search.

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Step 2. You will see the search bar display above the list of customers.

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Step 3. Search for the customer you want. Note that your search results will be limited to the customers in the segment you chose in step 1.

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