Piano's occasionally change hands (or get moved from one venue to another). You can preserve a piano's service history in Gazelle by "Transferring a Piano" from one client to another. Here is how it works:
FROM THE WEB APP
Step 1: Click on the piano you would like to assign to a different client.
Step 2: Click "Edit"
Step 3: Find the "Assign Piano To A Different Client" box
Step 4: Type the name of the customer you want to send this piano to.
Step 5: Select the customer, confirm, & done!
FROM THE MOBILE APP
Transferring pianos can only be done in the web app at this time.
FREQUENTLY ASKED QUESTIONS
Do all the past service histories transfer to the new owner?
Yes. Gazelle will copy the piano's service history over to the piano on the new owner's file (Gazelle will also keep an inactivated copy as a "historical archive" on the original client's file); this preserves the referential integrity of all your invoices, past appointments, and estimates that were created under the original owner. You can leave this inactive piano on the original customer file (or remove it).
When the piano is transferred to a new customer a few things are modified:
- Every entry that came from a former client file has a note at the top indicating which client owned the piano when the entry was created.
- The details of things like appointments and invoices are expanded to show all the details of each service history event.
- All the past entries are mono-color, which will give good visual separation between the entries created under the current owner vs. the entries created under a prior owner(s).