Customers

Learn how to manage your CRM in Endear

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27 articles in this collection
Written by Angela Lynch
Organizing, Filtering & Searching for Customers

How does Endear categorize an order as closed vs open?

What do the Shopify Order status options mean?
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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 
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Written by Angela Lynch
Updated over a week ago

How do I delete a segment?

Delete a segment
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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 
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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 
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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. 
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Written by Angela Lynch
Updated over a week ago

How do I merge customers?

Merging customer profiles in Endear
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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
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Written by Angela Lynch
Updated over a week ago

How do I turn an import into a segment?

Create a segment of a recent import of customers
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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
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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
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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
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Written by Angela Lynch
Updated over a week ago