Creating and Assigning Customers
7 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.