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 […]

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 […]

Avoiding Tax Rate Issues

Mothernode CRM offers a variety of ways users can adjust tax settings by adding flexibility when applying taxes. For example, different customers or offices may have different settings to make sure the correct tax is being used or in some cases no tax at all when creating new transactions, such […]

Reviewing Jobs in the Job Panel

Mothernode CRM offers a few different ways to schedule jobs and view them. One convenient way is using the scheduling features of the calendar. This offers a traditional way of viewing jobs on a calendar using month, week, and day views. Users can access orders and auto-schedule their jobs by […]