Tristar CRM Preorder → WinServe: Create, Enrich, and Import

Tristar CRM Preorder → WinServe: Create, Enrich, and Import

Summary: Use preorders for research and data gathering, then import into Process/Court/Messenger/Investigations/Photocopy when complete.

Quick answer

Create a preorder with addresses, attachments, and notes; when complete, import the preorder to the target system; address types include home, business, facility, shipto, opposing, pickup, delivery, bill‑to, mailing, and investigations party.

What you need

  • WinServe+ access
  • Appropriate role/permissions (as required)

Steps

  1. In **Tristar CRM**, create a **Preorder** and add **addresses** (home/business/facility/shipto/opposing/pickup/delivery/bill‑to/mailing/investigations party).
    media/crm-preorder-to-winserve-01.png

    [Insert screenshot for Step 1]

  2. Attach relevant **documents** and add **notes** while gathering information.
    media/crm-preorder-to-winserve-02.png

    [Insert screenshot for Step 2]

  3. When ready, import the preorder into **Process/Court/Messenger/Investigations/Photocopy** from the CRM importer.
    media/crm-preorder-to-winserve-03.png

    [Insert screenshot for Step 3]

Confirm it worked

Orders are created in WinServe family systems with preorder addresses and attachments applied.

Troubleshooting

If import rejects an address type, confirm supported types and update to the latest CRM importer build described in the manual.

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