You can use the Search bar in Endear to quickly look for a customer. This search bar will always be located at the top of your screen and can be used anywhere in the app to search for a customer, conversation, task, and notes.

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

Screenshot

Still Need Help?

We are happy to assist you for more 1:1 direction. Reach out to our live chat!

Did this answer your question?