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 […]

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 […]

Creating user lists in records

Mothernode customers that have many users within their organization will want to reduce the total number of users who may be assigned to certain transactions or customer accounts. By default, all users appear in selection lists, but Mothernode Administrators can customize these list to only include relevant users in the selection. […]