IMPORTANT: This article references adding your email signature when sending standard contact email from Mothernode. This process does not apply to email marketing templates created in Mothernode’s Template Studio. When sending emails to leads and opportunities, customers, vendors or contacts in Mothernode CRM, users have the ability to have their […]
Using Taxes in Transactions
Mothernode CRM integrates with third-party tax services that allow users the ability to add applicable tax rates to transactions such as Quotes, Orders, Invoices, Purchase Orders, and Work Orders. This service only provides baseline tax rates based on the specified tax policy and doesn’t apply any applicable tax rules for […]
API Key
Mothernode CRM users who wish to connect with third-party services via API can do so using one of Mothernode’s API keys. API keys are generated at the user level and can be managed by Admins in the user’s account. Adminitration>User Account>Permissions Click the Administration Tab Open a user profile record […]
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 […]
Mothernode CRM Updates – August 26, 2018 (Release 20182a)
Release Notes May 2018 (Release 20182a) Date: August 26, 2018 Release (20182a) 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, workflow changes and bug fixes. […]
Why are there Mothernode Contacts appearing in my Deleted Items folder in Outlook
First things first. Don’t panic! Your Mothernode Contacts were NOT deleted and everything is OK! This is what happened. Once you install the Mothernode Add-in for Microsoft Outlook your Outlook will connect to your Mothernode Account (see Outlook setup instructions for more details). Upon connecting to your Mothernode Account two new folders […]
Mothernode CRM Updates – May 2018 (Release 20181a)
Release Notes May 2018 (Release 20181a) Date: May 28, 2018 IMPORTANT: There is a significant update to Mothernode CRM Lead Capture Forms. Customers using lead capture forms on their website, blogs or landing pages, should check to make sure your forms are displaying correctly. We don’t anticipate disruptions, but cannot account for […]
ConstructConnect CRM Integration
Mothernode CRM lets ConstructConnect customers conveniently receive or import information from their ConstructConnect Account into their leads and opportunities. You must be a ConstructConnect Insight Customer in order to use these features. For more information about ConstructConnect and their plans, contact a ConstructConnect representative. For instructions on how to export project […]