🚀 New Ways to Share Ideas, Get Paid Faster, and Work Smarter in TargetCRM
We’re excited to share some great updates that are designed to make your day easier—and give you more ways to shape the future of our software. Let’s jump in!
💡 Share Your Ideas Right from TargetCRM!
You’ll now see a direct link to our Aha! Ideas Portal inside TargetCRM.
With just one click, you can:
- 🌟 Submit new ideas and feature requests
- 👍 Vote on ideas shared by other dealers
- 🗳️ “Upvote” ideas you want us to work on next
This helps us see which features matter most to you and how excited you are about them. The more votes an idea gets, the higher it moves on our priority list—so make your voice heard!
📱 Better Video Calls on Mobile (Messenger Video Calls)
We’ve made using two‑way video calls from the Messenger screen smoother and easier—especially on your phone or tablet.
What’s improved:
- 🔄 Easily switch between portrait and landscape mode
- 👆 Bigger, more user‑friendly buttons
- 📲 Easily switch between front & back cameras
These updates make video calls feel more natural, whether you’re on a phone or tablet.
💰 Request Overpayments on Text‑to‑Pay Deposits
🚨 Ideal & Infinity Dealers Only 🚨
(Yes—this feature is ONLY available for Ideal and Infinity. This Feature is NOT AVAILABLE for DIS or ASPEN)
You can now request an overpayment when sending a Text‑to‑Pay deposit request.
What this means:
- ✅ Request more than the invoice total
- ✅ Ask for up to $1,000 extra
- ✅ Perfect for special orders or items that need money up front
This is especially helpful when you need a deposit before the invoice can be fully updated.
Again—this feature is ONLY for Ideal and Infinity dealers.
🔍 Easier Customer Matching on Deal Cards
When attaching a customer record to a deal card or prospect, searching just got smarter.
You’ll now see:
- 📞 The customer’s cell phone number next to their name
This makes it much easier when:
- Multiple customers have the same name
- You want to avoid attaching the wrong customer
Less guessing, fewer mistakes, and more confidence when managing deals.
⚙️ Even Smoother Messenger Performance
We’ve rolled out some important behind‑the‑scenes improvements that make Messenger even more reliable and responsive.
These updates help:
- 💬 Keep conversations flowing smoothly
- 🔄 Improve how Messenger handles message activity behind the scenes
- ✅ Deliver a more consistent experience overall
While you won’t see a big visual change, this work helps Messenger feel faster, steadier, and more dependable for everyday use. It also gives us a stronger foundation for future Messenger enhancements and integrations.
🚀 More Good Things Are Right Around the Corner
These updates are all about clarity, speed, and control—and we’re just getting started. In the coming weeks, we’ll be announcing and showing off a major user interface refresh designed to make TargetCRM even easier and more enjoyable to use.
As always, keep sharing your ideas and feedback. We’re building this software with you—and the best is yet to come!