Overview
Target CRM shares the same customer records with your DMS. Changes stay in sync.
1. Open a customer record
1) Click Customers and select the Customer Name.
You’ll see name, address, phone, email, tags, summary, and history display in the panel on the right.
This is the same record used in your DMS.
2. Edit synced fields
1) Click the pencil icon next to a field to edit it.
You’ll see changes sync between Target CRM and your DMS.
No need to maintain duplicate data.
3. See order history
1) Open the Orders tab inside the customer record.
You’ll see open/closed work orders, wholegoods, and parts.
Order details are read‑only here.
4. Start a text from a customer record
1) Click Text on the customer record.
You’ll see department options and in‑progress threads.
It’s a quick way to reach out without opening Messenger first.
Related KB articles
– Inventory look up (wholegoods and parts)