Merging two customer records together is easy in Gazelle. This is useful for cases where a duplicate record was created accidentally.
Step 1: Go to a Customer Record > Edit > System Info > Gazelle ID.
Step 2: Copy the Gazelle Client ID for the 'sending' customer record.
Step 3: Copy the Gazelle Client ID for the 'receiving' customer record.
Step 4: Email these Client IDs to firstname.lastname@example.org with clear instructions for which ID is the 'sending' customer ID (and which is the 'receiving' customer ID).
Step 5: Our team will merge the data from the 'sending' client ID with the 'receiving' client ID'
Step 6: Done.
FROM THE WEB APP
FROM THE MOBILE APP
This data is only available from the web app at this time.