Merging two customer records together is easy in Gazelle.
MERGING A FEW DUPLICATE CUSTOMER RECORDS
Step 1: Locate the client record Gazelle ID in the footer of the page.
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 email@example.com and indicate 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.
MERGING TONS OF DUPLICATE CUSTOMER RECORDS
If you have lots of duplicates it is faster to export your customer list and manage all the client ID's in a spreadsheet. We can easily process and merge hundreds (or thousands) of duplicate records this way.
Step 1: Export your client data. (Find the "Export Clients" button at the top of the page).
Step 2: Look at the data in 'Column A' to find each customer's "Gazelle Client ID",
Step 3: Add a blank 'Column B' to the spreadsheet.
Step 4: Identify duplicate records then copy/paste the Receiving Client ID into Column B.
Step 5: Save the spreadsheet with column A being your 'Sending Client ID' and column B being your 'Receiving Client ID'.
Step 6: Send this file to Gazelle.
FROM THE WEB APP
The Gazelle client ID is located in the footer of each client file page. See image below.
FROM THE MOBILE APP
This data is only available from the web app at this time.