Applies to: All (Users, Managers, & Admins)
The Customers card on your Home page makes it quick and easy to add a new customer to Endear.
Video Walkthrough
How to create a new customer from Customer card
Overview:
Click on the Add a customer card
Enter the Customer's information
(Optional) Click Add Tags. Search for existing tags or add your own
(Optional) Click Assign Users and select users to assign
(Optional) Click Leave a Note and leave any additional details
Click Save
1. Click on the Add a customer card
2. Enter the customer's profile information
3. (Optional) Click on Add tags
5. (Optional) Click on Assign users and select Assign users
6.(Optional) Click Leave a Note and Enter any additional details
7. Click on Save
For more information:
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