Side Panel

When working in leads and opportunities, customer accounts, contacts or vendors, the side panel gives users tremendous ability when it comes to managing their interactions with their respective contacts. It’s designed to log all of your activity about the record, including emails, appointments, notes and more. Side Panel Overview 1. […]

Record Searching 101

When working in Mothernode CRM users have a few options when it comes to searching for data. The standard search bar at the top of each listing screen provides the convenience of quickly searching for records by transaction number or name or reference. Criteria are dependent on the module you […]

How to set First Name, Last Name views in Contacts

When working in Mothernode CRM’s Contacts Module users have the ability to determine how they would like to have their contact information displayed in the list by either First Name, Last Name or Last Name, First Name. This setting is specific to each user and the view they select will not impact […]

Mothernode CRM Updates – June, 2019 (Release 2019-02A) | PRODUCT UPGRADE & VERSION CHANGE

PRODUCT UPGRADE & VERSION CHANGE Release Notes June 2019 (Release 2019-02A) Date: June 15, 2019 Release (2019-02A) Mothernode customers should take note of the following important changes and updates now available in their Mothernode account. As always, we encourage users to read the release notes. This release contains new features, enhancements, […]

Mothernode Legacy Accounts

IMPORTANT: This support article is specific to all Mothernode customers who signed up for a Mothernode account prior to June 15th, 2019. On June 15, 2019, all Mothernode customer accounts were upgraded to a new release of Mothernode CRM. This latest release includes hundreds of new features and enhancements wrapped […]

File Cabinet size limits and restrictions

Mothernode CRM includes a file Cabinet Module that allows each customer to upload and store files with customers, contacts, vendors prospects and transactions. This includes files that may need to be accessible internally, such as brochures, vendor pricing lists, instructions, and other documents as well as any documents you may […]

Sharing Files

Mothernode CRM gives users the ability to share files with their customers, contacts, and prospects. This process is available everywhere customers have the ability to upload files, such as Customers, Contacts, Leads and Opportunities, and the File Cabinet. To share a file link with your contacts, follow these steps after […]

Importing Inventory

Mothernode CRM includes an advanced inventory module that gives customers greater controls and options when it comes to managing their goods and services. Unlike the basic Products and Services Modules, Mothernode’s Inventory module is available in select editions. For more information contact a Mothernode CRM product expert or your account […]

Inventory Import Templates

Using Inventory Import Templates When it comes to importing Inventory into Mothernode CRM, users can import their list of goods and services into Mothernode CRM using a standard Microsoft XLS or CSV file. To simplify this process, you can use the Mothernode CRM XLS Templates that contain the necessary fields for import. […]

How to customize record statuses

Throughout various Mothernode workflows, record statuses are used to guide transactions through different phases of the sales and order fulfillment processes. These statuses are used to indicate where records are within the delivery process and alert users to certain types of activities. For example, when an Order is COMPLETE, it lets […]