Customers

Luke Ehresman avatar Timothy Barnes avatar Stephanie Rose avatar
21 articles in this collection
Written by Luke Ehresman, Timothy Barnes, and Stephanie Rose
How To Edit Clients

How Do I Create A New Customer Record?

Creating a new customer record in Gazelle.
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Written by Timothy Barnes
Updated over a week ago

How Do I Delete A Customer Record

Deleting a customer record in Gazelle.
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Written by Stephanie Rose
Updated over a week ago

How Do I Save A Customer's Contact Preferences?

Editing a customer's contact preferences.
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Written by Stephanie Rose
Updated over a week ago

How Do I Change A Customer's Status?

Changing a customer's status.
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Written by Stephanie Rose
Updated over a week ago

How Do I Add An Email Address To A Customer Record?

Adding (or editing) an email addresses to a customer record.
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Written by Stephanie Rose
Updated over a week ago

How Do I Add A Phone Number to a Customer Record

Adding (or editing) a phone number on a customer record.
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Written by Stephanie Rose
Updated over a week ago

How to Change The Default Contact Information

Changing the default contact information on a customer record.
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Written by Stephanie Rose
Updated over a week ago

How Do I Pause A Customer Record?

Pausing a customer record vs. inactivating their file.
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Written by Stephanie Rose
Updated over a week ago

How Do I Add An Address To A Customer Record?

Adding a new mailing, billing, and street address to a customer record.
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Written by Stephanie Rose
Updated over a week ago

How Do I Add Secondary Contacts to a Customer File?

Adding secondary contacts to a customer file.
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Written by Stephanie Rose
Updated over a week ago

How Do I Change A Customer's LifeCycle Reminders?

Editing the lifecycle reminders a customer is assigned too.
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Written by Stephanie Rose
Updated over a week ago

How Do I Create Timeline Comments

Add (or editing) a comment on a customer timeline.
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Written by Timothy Barnes
Updated over a week ago

How Do I Add A Customer to a LifeCycle Remidner?

Adding a single customer record to a LifeCycle Reminder.
Stephanie Rose avatar
Written by Stephanie Rose
Updated over a week ago