Customers

Customer File Overview

What information is stored on the customer file?

Written by Timothy Barnes
Updated over a week ago

Customer Status: Prospect, New, Active, Inactive

How do the different customer statuses interact with each other?

Written by Timothy Barnes
Updated this week

What Is The Customer Timeline?

What is the timeline on the client file?

Written by Timothy Barnes
Updated this week

Can I Merge Two Customers?

Understanding the best way to merge two customer files together.

Written by Luke Ehresman
Updated this week

Managing Clients With Pianos In 2+ Locations

How to set up, service, and invoice clients with multiple locations.

Written by Timothy Barnes
Updated this week

What Is The Customer "Reference ID" Field For?

Using the customer "Reference ID" field with imports from a different system.

Written by Timothy Barnes
Updated this week

How Do I Track Referrals In Gazelle?

Tracking 'word-of-mouth' and other referral types in Gazelle.

Written by Timothy Barnes
Updated this week

How Do I Use Custom Fields?

Using the custom fields 1,2, & 3 located on the customer record.

Written by Timothy Barnes
Updated this week

How Do I Create A New Customer?

Creating a new customer record in Gazelle.

Written by Timothy Barnes
Updated over a week ago

How Do I Delete A Customer Record

Deleting a customer record in Gazelle.

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..."

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.

Written by Timothy Barnes
Updated over a week ago

How Do I Add Secondary Contact?

Adding (and editing) secondary contacts (i.e. spouses, music ministers, billing department contacts, etc...)

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.

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?

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.

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.

Written by Timothy Barnes
Updated over a week ago

How Do I Change A Customer's Status?

Changing a customer's status.

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.

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.

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.

Written by Timothy Barnes
Updated over a week ago

How Do I Edit The Customer Preference Notes?

Editing the customer preferences field.

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.

Written by Timothy Barnes
Updated over a week ago