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  3. Creating and Assigning Customers

How do I see customers I've manually added to Endear?

Filter customer lists by the user who created the customer profile

To view the customers you or another user has added to Endear, apply the 'Created by' filter to your Customers list and select a user whose additions you want to see. Learn how to apply filters here

Note that when a user creates a customer, that customer is automatically assigned to that user and is added to their My Clients segment.