Advice and answers from the Endear Team

Search results for:how do i know who is assigned to a customer

How do I know who is assigned to a customer?

Easily tell who is assigned to a customer… How view who is assigned to a customer… Once you've selected a customer, you'll be able to see the users assigned under Relationships

How do I assign & un-assign users to customers?

Assign others to customers in Endear… at a time Do customers know they are assigned to me?… No, customers will not receive a notification that they have been assigned to you and do not know that

Is there a way to know who is an Admin?

Learn who the admins are on your Endear account… Applies to: All Users with the role of Admin in Endear can see and do anything in the account… Typically when you are unable to perform a specific function on Endear, it likely means that it's an

How do I resubscribe a customer to messages?

Resubscribe a customer to messages… Applies to: All (Users, Managers, & Admins) A customer may use the unsubscribe option at the end… However, Endear provides you with an option to resubscribe that customer

How do I see customers I'm Assigned to Endear?

Filter customer lists by the user who created the customer profile… Note that when a user creates a customer, when they are assigned to that user is is automatically added… To view if/when another user has added a customer to your list on Endear, apply the 'Created by' filter

How do I add a note to a customer?

How to add a note to a customers profile… Enter information and click on Link a customer 4. Link your customer and click on Create… Applies to: All (Users, Managers, and Admins) Solutions Overview: From the customer profile page

How do I send a new message to a customer?

Stay in touch with your customers by sending them engaging messages… a message to the customer Once you've gotten to the compose window via either of the above… To Start a Message from a Customer's Profile:

How do I archive or unarchive a customer?

Customers cannot be deleted in Endear; however they can be archived… How to archive a customer… How to unarchive a customer

How do I see who else is on my team?

View a list of fellow users for your location … Can I belong to multiple locations? How do I change which location I am signed-in to?… Phone # and Role For more information: How do I add more users to my location?

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