Customers

Luke Ehresman avatar Timothy Barnes avatar
21 articles in this collection
Written by Luke Ehresman and Timothy Barnes
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 Timothy Barnes
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 Timothy Barnes
Updated over a week ago

How Do I Change A Customer's Status?

Changing a customer's status.
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Written by Timothy Barnes
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 Timothy Barnes
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 Timothy Barnes
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 Timothy Barnes
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 Timothy Barnes
Updated over a week ago

How Do I Edit The Customer Preferences Field?

Editing the customer preferences field.
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Written by Timothy Barnes
Updated this week

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 Timothy Barnes
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 Timothy Barnes
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 Reminder?

Adding a single customer record to a Reminder.
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Written by Timothy Barnes
Updated over a week ago