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Piano's occasionally change hands (or get moved from one venue to another). You can preserve a piano's service history in Gazelle by "Transferring a Piano" from one client to another. Here is how:
FROM THE WEB APP
Step 1: Click on the piano you would like to assign to a different client.
Step 2: Click "More" button on the top right of the page.
Step 3: Click on "Assign Piano To A Different Client"
Step 4: Type the name of the customer you want to send this piano to.
Step 5: Select the customer, confirm, & done!
NOTE: An inactive copy of this piano will remain on the original client record as a historical archive. After you transfer the piano data you can delete this inactive piano if you no longer need a duplicate record from when it belonged to the original client.
FROM THE MOBILE APP
Step 1: Tap on the piano record you want to transfer.
Step 2: Tap the 'More' action button at the top of the page.
Step 3: Tap 'Assign piano to a different client.
Step 4: Select the customer & confirm.
Step 5: Done!
NOTE: An inactive copy of this piano will remain on the original client record as a historical archive. After you transfer the piano data you can delete this inactive piano if you no longer need a duplicate record from when it belonged to the original client.
FREQUENTLY ASKED QUESTIONS
Do all the past service histories transfer to the new owner?
Yes. Gazelle will copy the piano's entire service history, pictures, and measurements, over to the piano record under the new owner's client file. Gazelle will also keep an inactivated copy of this piano as a "historical archive" on the original client's file. You can remove this duplicate inactive piano if you no longer need a record of it.
What happens when the piano record is copied to the new customer?
An inactive copy of this piano will remain on the original client record as a historical archive. (Optional) You can delete this inactive piano if you no longer need a copy of this piano on the original client record.
Every timeline service history entry from the original piano will be notated on the new piano's timeline after it has been copied.
Past estimates for this piano will be transferred to the new client record.
Past invoices will remain with the original client record and will reference the original piano record even if it is subsequently deleted.
On the new piano record under the new client all the past entries are mono-color, which will give good visual separation between the entries created under the prior owner(s) record. vs. the newer entries created under the current owner's record.
