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how do i add a note to a customers profile
What is
a
note
and
how
do
I
use notetaker?
Create customer notes with automatic titles,
add
photos, and search
note
content seamlessly… If you want
to
create
a
note
without linking
to
a
specific customer, you can
do
so from the Home Page…
How
can
I
add
a
note
?
How
do
I
add
a
template
to
a
message?
Applies
to
: All (Users, Managers, & Admins) Adding
a
template
to
a
message can save you
a
lot of… After adding
a
template, you can always edit and make changes
to
the text
to
add
a
personal touch… current message ("
add
to
draft")
How
do
I
add
a
link
to
a
message?
Adding clickable links
to
any email or SMS message is simple… Compose
a
new message. 2… Click on the Link icon (the chain) in your toolbar and insert
a
link 4
How
do
I
add
products
to
a
message?
Easily
add
product images
to
emails or text messages
to
give
customers
rich information right at their fingertips… Applies
to
: All users When messaging with
customers
, you may want
to
add
product images directly… If you want
to
see
how
your images will look
to
the customer, select Preview
How
do
I
add
products
to
a
Story?
Learn
how
to
add
additional products
to
an existing Story… Applies
to
: All (Users, Managers, & Admins) You may want
to
add
additional products
to
a
Story you've… For more information:
How
do
I
choose which details are displayed in my Stories?
How
do
I
add
sections
to
a
Story?
Learn
how
to
add
multiple sections
to
give structure
to
your Stories in Endear…
Add
a
Title,
a
Description and any other Products or Assets
to
your story. 1… You can also
add
additional sections
to
an existing Story
How
do
I
add
Stories
to
a
message?
Applies
to
: All (Users, Managers, & Admins) When writing
a
message
to
a
customer, you can attach… Stories are
a
great way
to
keep your
customers
engaged with specific items you've selected… Adding Stories
to
a
message
How
do
I
add
and remove tags from
customers
?
Create tags
to
easily filter your Customer lists … 2.
To
create
a
new tag, simply type it into the search bar and the checkbox
to
select it will appear. Click new tag then select Save
to
add
new tag… 3.
To
add
a
tag for multiple
customers
:
How
do
I
message multiple
customers
?
Learn
to
send bulk message
customers
via email, SMS, or WhatsApp messages… What are merge fields and
how
do
I
use them?
How
do
I
create
a
Campaign?…
How
to
bulk message multiple
customers
How
do
I
add
a
new team?
Learn
how
to
add
additional teams
to
your Endear account… Applies
to
: Admin only You'll be prompted
to
set up at least one team when you create your account… We are happy
to
assist you for more 1:1 direction. Reach out
to
our live chat!
