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Customers
23 articles in this collection
Written by
Luke Ehresman
and
Timothy Barnes
Customers Overview
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 over a week ago
What Is The Customer Timeline?
What is the timeline on the client file?
Written by
Timothy Barnes
Updated over a week ago
Customers Tips & Tricks
Can I Merge Two Customers?
Understanding the best way to merge two customer files together.
Written by
Luke Ehresman
Updated over a week ago
Managing Clients With Pianos In 2+ Locations
How to set up, service, and invoice clients with multiple locations.
Written by
Timothy Barnes
Updated over a week ago
What Is The "Import Reference ID" Field For?
Using the "Import Reference ID" field to match records from a different system.
Written by
Timothy Barnes
Updated over a week ago
How Do I Track Referrals In Gazelle?
Tracking 'word-of-mouth' and other referral types in Gazelle.
Written by
Timothy Barnes
Updated over a week ago
How Do I Use Custom Fields?
Using the custom fields 1, 2, & 3 located on the customer record.
Written by
Timothy Barnes
Updated over a week ago
How To Edit Customers
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 (or bulk changing a group of customer statuses)..
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