Advice and answers from the Endear Team

Search results for:how do i edit or delete a task

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 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 complete a task?

Learn to complete a task and see which tasks are still pending… How do I mark a task as complete from the task list?… a task as complete or when a task isn't completed by the due date, the status of the task will be listed

How do I create a task?

Organize and prioritize your work with Tasks… Start building your note/task Step 3. Enter a title and a description by clicking Edit… Applies to: All (Users, Managers, & Admins) Create a task for yourself or another member of your

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… How to change a report's user access

How do I comment on a task?

Leave a comment on a task to let your team members know if you have any questions or what you have completed… You can also edit, delete or copy a link to the comment you've left previously… To Leave a Comment on a Task:

How do I delete a sale?

Delete a sale… To Delete a Sale:… Applies To: Admins From time to time you may want to delete a sale, for example if it is ineligible

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 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 delete customers or avoid contacting them?

Customers cannot be deleted in Endear; however they can be archived by admins… Please contact us via chat or e-mail with a list of customers that need to be removed for GDPR removal… 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