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Customers
Learn how to manage your CRM in Endear
27 articles in this collection
Written by
Angela Lynch
Creating and Assigning 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
Organizing, Filtering & Searching for Customers
How does Endear categorize an order as closed vs open?
What do the Shopify Order status options mean?
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?
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?
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
Navigating Customer Profiles
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
Unable to edit a tag or field in customer profile
Learn how to edit tags or fields in customer profiles
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 over a week ago