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

If you want to quickly find a specific customer or message, you can use the Search bar in Endear. This search bar will always be located at the top right of your screen and can be used anywhere in the app to search for a customer, conversation, task, or note.

See below for how to search customers in your account by first name, last name or email address. You will be able to access the customer's profile page, notes or conversations you have had with them.

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