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Advice and answers from the Endear Team
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how do i filter my sales results
How
do
I
filter
and adjust
my
reports'
results
?
Apply
filters
to your reports to adjust the information displayed displayed… report also offers the ability to
filter
through the
Filter
button… Click the desired
filter
from the menu on the right Check out a video of
how
to apply filters and
How
do
I
filter
my
tasks?
Filter
your tasks… From the Notes & Tasks module, you can
filter
the
results
by Tags or Deadline: Tag:
Filter
your…
How
to
Filter
Your Tasks:
How
do
I
Filter
My
Appointments View?
Filter
your Appointments view in Endear… other
filter
options, click Add
Filter
Clear Filters… appointments in Endear allows you to efficiently manage and organize your schedule by narrowing down
results
How
do
I
filter
items?
How
do
I
add items to a Story?
How
do
I
create a Story? Still Need Help?… For more information:
How
to search for products
How
to select items for a Story?… To
filter
your products list and view the most relevant items:
How
do
I
search and
filter
my
messages?
Search and
filter
messages… To
Filter
Your Messages:… From your Conversations tab, you can search through all the messages sent from your location or
filter
How
do
I
view and
filter
my
templates?
Learn
how
to access and
filter
your templates from your Inbox module…
Filtering
Templates… Applies to: All You can easily view and
filter
your available templates in your Inbox module
How
do
I
filter
Stories?
Select the desired
filter
option from the menu… Select the desired
filter
option from the menu. For this example, we selected Tag Step 3… For this
filter
, you can select from your tags
What data is pulled from Gorgias?
What can
I
filter
from Gorgias… Applies to: All Users Get a peek into
how
your customer is communicating with your brand, with Tickets
Why
do
sales
totals differ across
my
reports?
Learn why
sales
numbers may differ between various reports… Applies To: All (Users, Managers Admins) You may notice that your
sales
numbers in your Team
sales
… The Team
Sales
Report report tracks the metric "Total
Sales
", which calculates all of the transactions
What are message statuses and
how
do
I
change them?
How
do
I
change a message's status?… Learn more about
how
your inbox sections work