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  3. Organizing, Filtering & Searching for Customers

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 

Endear allows you to customize your Customers lists by adjusting the columns shown.

Below is an example of the default view displaying:

  • First Name
  • Last Name
  • Email
  • Phone Number
  • Assigned User
  • Last Contacted
  • First Seen
  • Tags
  • City 
  • State

To change which fields are shown:

  1. Click on Columns.

2. Make up to 10 selections (you may need to de-select the defaults). 

These customized column settings are only visible to you. Other users will not see the same view as you since columns are unique to each user once changed from the default.