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Advice and answers from the Endear Team
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notes tasks
How do I edit or delete a
task
?
Learn how to edit, delete, and restore
tasks
and
notes
… How to View and Restore Deleted
Tasks
(only admins and creators can restore deleted
tasks
)… You can also bulk delete
notes
&
tasks
, and restore them any time
How do I filter my
tasks
?
Filter your
tasks
… Solution Overview From the
Notes
&
Tasks
module, you can filter the results by Tags or Deadline… From the
Notes
&
Tasks
module, you can filter the results by Tags or Deadline: Tag: Filter your
What
tasks
will I see on my Home page?
Managing your
tasks
in Endear…
tasks
you created and
tasks
that have been assigned to you… You can learn more in our help section on
Notes
&
Tasks
How do I use the search bar?
searching for You can search everything within the following categories: Customers, Appointments,
Notes
…
Tasks
, Messages, Conversations, Drafts, Campaigns, Templates, Stories Still Need Help?
How do I merge customers?
This includes
notes
,
tasks
, orders, profile fields, contact methods, conversations, assigned users
How to move a Customer's information to another Profile
It will move all of the information except
notes
and
tasks
. Solutions Overview 1
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… Solution Overview: Visit the
note or
task you
want to comment on Write your comment in the… Click on the
note or
task you
want to comment on Step 2
How are associates notified of
tasks
?
Learn how associates can view their assigned
tasks
… Applies To: All (Users, Managers, & Admins) Associates are notified of
tasks
when a task is assigned
How do I create a
task
?
Organize and prioritize your work with
Tasks
… Endear will notify the users of the
tasks
they have been assigned and send a reminder at the time it…
Tasks
can also be set to repeat at regular intervals by clicking Repeat
How do I use Endear's search bar?
You will be able to access the customer's profile page,
notes
or conversations you have had with them
