Customers

How do I see customers I've manually added to Endear?

Filter customer lists by the user who created the customer profile

Written by Angela Lynch
Updated over a week ago

How do I export customers?

Export customer information to CSV and work with your data offline 

Written by Angela Lynch
Updated over a week ago

How do I archive a customer?

Customers cannot be deleted in Endear; however they can be archived.

Written by Angela Lynch
Updated over a week ago

Where can I see all the customers assigned to me?

Easily tell which customers you have worked with or have been assigned to

Written by Angela Lynch
Updated over a week ago

How do I assign myself to a customer?

You'll be able to assign yourself to a new or existing customer

Written by Angela Lynch
Updated over a week ago

How do I assign & un-assign users to customers?

Assign others to customers in Endear

Written by Angela Lynch
Updated over a week ago

Can I bulk add or import customers?

How to import your customer lists from a CSV file into Endear

Written by Angela Lynch
Updated over a week ago

How do I delete customers or avoid contacting them?

Customers cannot be deleted in Endear; however they can be archived by admins.

Written by Angela Lynch
Updated over a week ago

How do I give others access to a segment?

Give your team access to relevant customer lists 

Written by Angela Lynch
Updated over a week ago

How do I delete a segment?

Delete a segment

Written by Angela Lynch
Updated over a week ago

How do I add and remove tags from customers?

Create tags to easily filter your Customer lists 

Written by Angela Lynch
Updated over a week ago

How do I change which columns I view in my Customers list?

Customize your view based on the fields that are most important to you 

Written by Angela Lynch
Updated over a week ago

How do I edit a segment?

Change the name or description of your segment, or remove it entirely. 

Written by Angela Lynch
Updated over a week ago

How do I merge customers? [Admin Feature]

Merging customer profiles in Endear

Written by Angela Lynch
Updated over a week ago

What is the difference between the First Seen and First Added filters?

Learn the difference between First Seen and First Added

Written by Angela Lynch
Updated over a week ago

How do I turn an import into a segment? [Admin feature]

Create a segment of a recent import of customers

Written by Angela Lynch
Updated over a week ago

How do I apply filters to my Customers list?

Narrow down your customer list to relevant groups for more personalized messaging

Written by Angela Lynch
Updated over a week ago

How do I create a segment?

Organize your customers into easy-to-access groups by creating a segment

Written by Angela Lynch
Updated over a week ago

Why is my segment blocked?

Learn why your segment is blocked and how to restore it

Written by Angela Lynch
Updated over a week ago

What profile details can I edit about a customer?

View a customer's profile and update details in Endear

Written by Angela Lynch
Updated over a week ago

How do I see a customer's spending behavior?

Various metrics about spending are available from the Customer Profile page

Written by Angela Lynch
Updated over a week ago

How do I know who is assigned to a customer?

Easily tell who is assigned to a customer

Written by Angela Lynch
Updated over a week ago

How do I see a customer's order history?

You'll be able to see all orders a customer has made as well as related order info

Written by Angela Lynch
Updated over a week ago

How do I add a note or task to a customer's profile?

Leave a note for yourself or your team on a customer's profile

Written by Angela Lynch
Updated over a week ago

How do I add and edit Customer profile custom fields?

How to create custom fields and edit their format and visibility. Custom fields are available to Admins on the Professional plan.

Written by Angela Lynch
Updated this week