Gazelle

Timothy Barnes

Luke Ehresman

Customers

What information is stored on the customer file?

Customer File Overview

How do the different customer statuses interact with each other?

Customer Status: Prospect, New, Active, Inactive

What Is The Customer Timeline?

Customers Overview

Understanding the best way to merge two customer files together.

Can I Merge Two Customers?

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

Managing Clients With Pianos In 2+ Locations

Using the "Import Reference ID" field to match records from a different system.

What Is The "Import Reference ID" Field For?

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

How Do I Track Referrals In Gazelle?

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

How Do I Use Custom Fields?

Customers Tips & Tricks

Creating a new customer record in Gazelle.

How Do I Create A New Customer?

How Do I Delete A Customer Record

Changing a customer type from "Residential" to "School, Religious Institution, etc..."

How Do I Change A Client Type?

Changing the company name for an institutional customer.

How Do I Change Customer's 'Company Name'?

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

How Do I Add Secondary Contact?

Changing the default contact for a customer, a default email, or a default phone for a contact.

How Do I Set A Default Contact, Email, Or Phone?

Filter the timeline to find a specific entry type or comment?

How Do I Filter The Timeline?

Add (or editing) a comment on a customer timeline.

How Do I Add/Edit Timeline Comments

Editing a customer's contact preferences.

How Do I Change The Contact Preference For A Customer?

Changing a customer's status (or bulk changing a group of customer statuses)..

How Do I Change A Customer's Status?

Adding (or editing) an email addresses to a customer record.

How Do I Add An Email Address To A Customer Record?

Adding (or editing) a phone number on a customer record.

How Do I Add A Phone Number To A Customer Record?

Adding a new mailing, billing, and street address to a customer record.

How Do I Add An Address To A Customer Record?

How Do I Edit The Customer Preference Notes?

Adding personal notes (like the dog's name) to a customer file.

How Do I Edit The Personal Notes For A Customer?

How To Edit Customers

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