Creating and Assigning Customers
9 articles
- How do I see customers I'm Assigned to Endear?Filter customer lists by the user who created the customer profile
- Is Endear HIPAA compliant?Endear isn't HIPAA compliant. Keep protected health information like prescriptions out of Endear and link to a separate system instead.
- How do I suppress a customer from being contacted?Use Endear's suppression list to permanently block messages to a customer's email or phone while keeping their data intact.
- How do I export customers?Learn how to export customer information from Endear to a CSV
- 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 to assign and unassign users to customersAdd or remove assigned staff on a customer profile or in bulk. Users can add or remove themselves; Managers and Admins can manage anyone.
- Can I bulk add or import customers?How to import your customer lists from a CSV file into Endear
- How do I erase customer data?How to permanently erase a customer's data from Endear for compliance or GDPR purposes.