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Advice and answers from the Endear Team

Search results for:how do i edit columns
How do I change which columns I view in my Customers list?
Click on the Edit Columns icon 2… Users, Managers, & Admins) Endear allows you to customize your Customers lists by adjusting the columns… Other users will not see the same view as you since columns are unique to each user once changed from
How do I adjust what details I see in my report's table?
Customize the columns in your reports to display only the information that matters to you… From the Edit Columns button, you will see a list of all the columns available, with a check mark next… Click the Edit Columns button in your report. 2
How do I edit or delete a task?
Learn how to edit, delete, and restore tasks and notes… How To Edit a Task… How to delete a Task
How do I edit a service?
Learn how to edit the different services your team provides during appointments… Select the Service that you want to edit/modify 5. Click Edit to Modify Accent Color 6… Click on the Appointment Instructions text box to edit 10. Click on Duration to edit 11
How do I edit an audience?
Learn how to edit an audience including the name, description, and who has access to it… Editing an Audience from the Audience Page… Click on the three dots in the top-right hand corner of the desired audience, then "Edit Audience"
How do I edit a calendar?
Learn how view and change calendar settings… Access: Change who can view or edit the calendar. * To add yourself as an editable user: Click "Edit"… Edit the Calendar details Click Save 1
How do I edit or delete a comment?
Edit or delete a comment on a task… How to edit or delete a task comment… Applies to: All (Users, Managers, & Admins) If you've created a comment on a task, you can also edit
How do I add and edit my signature?
Overview: Click on Settings Click on Teams Select the team Click on Edit… Click on Edit next to E-mail Signature 5. Adjust your signature
How do I add and edit Customer profile custom fields?
How to create custom fields and edit their format and visibility. Custom fields are available to Admins on the Professional plan… How to edit a custom field… How to create a new custom field
Paused a one-time campaign to edit, but now it won't run. What do I do next?
How do edit and re-run a one-time campaign… How to duplicate a campaign… You can make changes to recurring campaigns by pausing, without having to do this process