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Customers
Learn how to manage your CRM in Endear
29 articles
How do I see customers I'm Assigned to Endear?Filter customer lists by the user who created the customer profile
How do I export customers?Export customer information to CSV and work with your data offline
How do I archive or unarchive a customer?Customers cannot be deleted in Endear; however they can be archived.
Where can I see all the customers assigned to me?Easily tell which customers you have worked with or have been assigned to
How do I assign & un-assign users to customers?Assign others to customers in Endear
Can I bulk add or import customers?How to import your customer lists from a CSV file into Endear
How do I delete customers or avoid contacting them?Customers cannot be deleted in Endear; however they can be archived by admins.
How do I give others access to an Audience?Give your team access to relevant customer lists
How does Endear categorize an order as closed vs open?What do the Shopify Order status options mean?
I'm unable to find a customer in searchHow to find an archived customer
Should I use a tag or custom field?Learn the benefits and differences of tags and custom fields
How do I delete an Audience?Delete an Audience
How do I pin an Audiences to my Customers page?Pin important Audiences to your customers landing page in Endear
How do I add and remove tags from customers?Create tags to easily filter your Customer lists
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
How do I edit an Audience?Change the name or description of your Audience, or remove it entirely.
How do I merge customers?Merging customer profiles in Endear
What is the difference between the First Seen and First Added filters?Learn the difference between First Seen and First Added
How do I turn an import into an Audience?Create an audience of a recent import of customers
How do I apply filters to my Customers list?Narrow down your audiences and customer list to relevant groups for more personalized messaging
How do I create an Audience?Organize your customers into easy-to-access groups by creating an Audience
Why is my Audience blocked?Learn why your audience is blocked and how to restore it
How to move a Customer's information to another Profile