Customers

Luke Ehresman avatar Timothy Barnes avatar
23 articles in this collection
Written by Luke Ehresman and Timothy Barnes
How To Edit Customers

How Do I Create A New Customer?

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 Change A Client Type?

Changing a customer type from "Residential" to "School, Religious Institution, etc..."
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Written by Timothy Barnes
Updated over a week ago

How Do I Change Customer's 'Company Name'?

Changing the company name for an institutional customer.
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Written by Timothy Barnes
Updated this week

How Do I Add Secondary Contact?

Adding (and editing) secondary contacts (i.e. Spouses, Music Ministers, Billing Department Contacts, etc...)
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Written by Timothy Barnes
Updated over a week ago

How Do I Set A Default Contact, Email, or Phone?

Changing the default contact for a customer, a default email, or a default phone for a contact.
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Written by Timothy Barnes
Updated over a week ago

How Do I Filter The Timeline?

Filter the timeline to find a specific entry type or comment?
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Written by Timothy Barnes
Updated over a week ago

How Do I Add/Edit 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 Change The Contact Preference For A Customer?

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 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 Edit The Customer Preference Notes?

Editing the customer preferences field.
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Written by Timothy Barnes
Updated over a week ago

How Do I Edit The Personal Notes For A Customer?

Adding personal notes (like the dog's name) to a customer file.
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Written by Timothy Barnes
Updated over a week ago