Advice and answers from the Endear Team

Search results for:how do i archive a customer

How do I archive or unarchive a customer?

Customers cannot be deleted in Endear; however they can be archived… How to archive a customer… Click on Archive Here is how you can Unarchive a previously archived customer

I'm unable to find a customer in search

How to find an archived customer… See More: How do I archive/unarchive a customer profile? Still Need Help?… While, we never fully "delete" a customer, you always have the ability to archive customers

How do I disable/re-enable a user?

Learn how to disable a user… Applies to: Admins ​ If a user no longer needs access to use Endear for any reason, it's a good idea… Disable a User

How do I resubscribe a customer to messages?

Resubscribe a customer to messages… Applies to: All (Users, Managers, & Admins) A customer may use the unsubscribe option at the end… You can only resubscribe customers one at a time

How do I add a note to a customer?

How to add a note to a customers profile… Enter information and click on Link a customer 4. Link your customer and click on Create… Add a Note from the Notes Screen

How do I create a task for a specific customer?

Create a task for a specific customer… How to create a task for a specific customer… How to delete a task

How do I send a new message to a customer?

Stay in touch with your customers by sending them engaging messages… To Start a Message from a Customer's Profile:… a message to the customer Once you've gotten to the compose window via either of the above

How do I know who is assigned to a customer?

Easily tell who is assigned to a customer… How view who is assigned to a customer… First select a customer from within a segment or by using the Search bar at the top of the app. ​

What are message statuses and how do I change them?

How do I change a message's status?… Closed: Customer has received a response or no follow-up action is required… At the top of the conversation you can press +Actions to Block to block a customer and no longer view

How do I reply to an existing thread with a customer?

Reply to customer's recent message or follow up on a previous message you sent… Applies to: All (Users, Managers, & Admins) To keep a previous conversation in mind, you can reply… to or follow up on a customers most recent message