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Creating and Assigning Customers
How do I see customers I'm Assigned to Endear?
How do I see customers I'm Assigned to Endear?

Filter customer lists by the user who created the customer profile

Leigh Sevin avatar
Written by Leigh Sevin
Updated over a week ago

To view the customers added to your "My Clients" list from the home page, click "My Customers" quick action card.

Click on My customers

How to view customer additions from other teammates

To view if/when another user has added a customer to your list on Endear, apply the 'Created by' filter to your Customers list and select a user whose additions you want to see. Learn how to apply filters here.

Click on Add filters

Note that when a user creates a customer, when they are assigned to that user is is automatically added to their My Clients segment.

Click on My Clients…

Click on Assigned User is current user

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