đ New: TargetCRM Knowledgebase Now Live
Weâre excited to announce the launch of the TargetCRM Knowledgebase, now available at learntargetcrm.com.
This new resource provides written, step-by-step documentation covering all major areas of TargetCRM usage, making it easier for your team to find answers, learn best practices, and get more value from the platformâon demand.
What youâll find:
- Comprehensive written guides across TargetCRM features
- Clear explanations for common workflows and configurations
- A centralized place to learn and reference TargetCRM functionality
The knowledgebase is designed to support both new and experienced users, whether youâre onboarding staff or looking to deepen feature adoption.
đŹ New Automation Merge Tag: âAmount Owedâ
Weâve added a new merge tag to automations: Amount Owed.
This merge tag allows you to automatically include the amount a customer currently owes on a work order within your automated messagesâhelping you improve transparency, reduce follow-up questions, and streamline payment-related communication.
Use cases include:
- Automated reminders that include the outstanding balance
- Work order notifications with clear payment details
- More informative customer communications without manual updates
Availability:
- â Ideal
- â Infinity
- â Not available on other plans at this time
If you have questions about either update or want help putting these features to work, your TargetCRM team is ready to help.