Customer Profile – Transactions Tab

Mothernode CRM increases efficiency and productivity by providing the ability to accomplish a significant amount of work directly from the Customer Profile record, including but not limited to managing correspondence, notes, customer contacts, files, tasks and all transactions tied to the customer: All Customer Opportunities, Quotes and Deposits are easily accessible […]

Dispatching Leads / Attaching Leads to Customers

The Actions dropdown menu within the Lead/Opportunity record provides important quick-access options:   From the Actions Menu, you can quickly: Create a new Quote that will be linked to the Lead/Opportunity. Convert the Lead/Opportunity to a Customer, if the Lead/Opportunity is not currently tied to a Customer, and the Customer does […]

Mothernode CRM Outlook Plugin – Invalid Credentials

If you have previously successfully installed the Mothernode CRM Outlook Plugin, and you now see the Invalid Credentials message appear during your Outlook session, this is an indication that your Mothernode Outlook Add-in settings are not 100% accurate. It’s recommended to access the Mothernode Outlook Plugin settings, and if needed, […]

Google Calendar Sync – Reset Connection

If your sync connection between Google Calendar and Mothernode becomes inactive, there’s a quick and easy process to completely remove all connections and then re-sync. Attempting to re-sync your connection from the Google Account tab in your Mothernode My Account settings will typically work, but if you experience an error […]

Removing Lines in Campaign Emails Viewed in Outlook

Mothernode CRM’s Marketing Campaign email templates are designed to display marketing email beautifully and consistently across many types of email programs and web browsers. However, various email marketing programs including Mothernode CRM have experienced a bug in Outlook, in which the email displayed in Outlook may include one or more […]

Managing Transaction Footer Terms

Transaction Footer Terms Mothernode CRM’s Transaction Footer Terms allow customers to apply standard, critical notes and terms to primary transaction types including quotes, orders, purchase orders and invoices.  Footer terms are created and managed in the Administration function. For example, if you determine that a standard note must be applied to all […]

Invoice Export Options in Mothernode CRM

On the Mothernode CRM Invoices screen, multiple invoice data export features are available in the upper-right portion of the screen: These options produce export files in a .xls format, in which Export w/ LI is a more recent addition that also provides a list of invoices but adds specific line item […]