Adding POs to Completed Orders

In certain circumstances, some Mothernode users might need to add additional Purchase Orders to a completed order. In this situation, there are a few processes users will need to observe, which are outlined below. Note that only processes within Mothernode are addressed in this article. Outside accounting processes may also […]

Setting up Mothernode Add-in for Outlook

Mothernode CRM provides a slick and highly capable Add-in for Outlook users for both Mac and Windows platforms. Users should note the add-in is only available for use for Mothernode customers who want to connect their Outlook 365 account, Outlook.com account, or Microsoft Exchange accounts. All other users should use […]

2-Step Authentication using your phone

Mothernode users can change the default settings for their 2-Step Authentication to have Mothernode send the confirmation code via text message to their phone. Mothernode CRM provides customers with additional security features and functions using Two-Factor authentication, AKA 2-Step Verification. Users are required to authenticate their Mothernode CRM session via […]

General Troubleshooting

Mothernode CRM is developed with speed and efficiency in mind, to optimize performance and give the user an experience comparable to using desktop applications. While typical usage of the program is fast and smooth, there are external influences that can interfere with the application that can affect its responsiveness and […]

User Analytics

Mothernode CRM has new enhancements that help admins and business owners monitor user session activity throughout a given day. In instances where businesses have users working remotely more often, Mothernode provides business owners and management with the ability to view session activity in Mothernode CRM, giving them the peace of […]

Transaction Settings

Mothernode CRM gives Admins the opportunity to adjust and customize various transaction components such as transaction footers, corresponding transaction emails, and more. These are system-wide settings that will appear when working in various transactions. Admins can access the Transactions settings in the administration module. To access the Transaction Settings, follow […]

Regional Settings

Mothernode CRM Admins can apply unique regional settings to one or more of their company accounts. These settings primarily pertain to geography and country policies, allowing admins to setup Tax vs. Vat, Postal Code vs. Zip, and more. Only Admins can modify these settings. Regional Settings are systemwide settings that […]

2-Step Authentication

Mothernode CRM provides customers with additional security features and functions using Two-Factor authentication, AKA 2-Step Verification. Users are required to authenticate their Mothernode CRM session via a valid email address (generally their login) or an SMS (i.e. text function) capable device they have access to. About Mothernode’s 2-Step Verification Process […]

Connecting with Zapier

Mothernode CRM lets Zapier customers connect their Mothernode account with over 2000 applications, extending capabilities to get more and do more with their Mothernode software. Before you begin, make sure you have the following. A Mothernode CRM Subscription A Zapier Account Administrator Access to your Mothernode Account Start using Zapier […]

MH and MO Breakdowns

When creating Quotes and Orders in Motehrnode CRM products and services can be categorized as Made Here (MH) and Made Out (MO). These breakdowns can be used to better understand how much of your goods and services are bought out vs. those that are made in-house. Breakdowns for MH and […]