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Advice and answers from the Endear Team
Search results for:
how do i delete teams from my accounts
How
do
I
assign the right locations to
my
teams
?
Make sure the right locations are connected to your
teams
so they can properly filter their data… A purchase or online location can be associated with multiple
teams
. 1. Click on Settings 2… Click on
Teams
3. Select your Team 4
How
do
I
delete
an Audience?
Delete
an Audience… In the dropdown, select
Delete
Audience It will immediately
delete
from
your audience page… You can also
delete
the Audience
from
within the Audience itself, on the Customers page
How
do
I
delete
a sale?
Delete
a sale… Applies To: Admins
From
time to time you may want to
delete
a sale, for example if it is ineligible… Check the checkbox next to the sale you want to
delete
. 2. Click
Delete
. Still Need Help?
How
do
I
delete
a Story?
Remove old or unwanted Stories
from
your lists and searches…
How
to
delete
a Story… Applies to: All (Users, Managers, & Admins) When you need to remove a story, you can
delete
it
from
How
do
I
delete
an image
from
our Assets folder? [Admin Feature]
Deleting an image
from
your Assets folder…
How
to
Delete
a Single Asset…
How
to
Delete
Multiple Assets
How
do
I
edit or
delete
a comment?
Edit or
delete
a comment on a task…
How
to edit or
delete
a task comment… to: All (Users, Managers, & Admins) If you've created a comment on a task, you can also edit or
delete
How
do
I
edit or
delete
a task?
Learn
how
to edit,
delete
, and restore tasks and notes…
How
to
delete
a Task…
How
To Edit a Task
How
do
I
delete
customers or avoid contacting them?
Customers cannot be
deleted
in Endear; however they can be archived by admins… 1. Customers cannot be
deleted
in Endear; however they can be archived… 2. If your
account
uses an integration, any customers in your POS or e-commerce platform will continue to have their information be updated, even if they are archived
How
do
I
adjust access or
delete
a report?
Control which members of your
team
can view certain reports or remove reports entirely…
How
to
delete
a report…
From
the Insights page, click the three dots at the corner of the report whose access you want to
delete
How
do
I
export data
from
reports?
Only Admins can export Insights data
from
Endear… Applies to: Admins
From
within Insights, you are able to export your report results and save it as