Customer (Account) Import Templates

Using Customer Import Templates When it comes to importing Customers (or your company’s accounts)  into Mothernode CRM, users can import their list of Customers 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 […]

Contact Import Templates

Using Contact Import Templates When it comes to importing Contacts into Mothernode CRM, users can import their list of contacts 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. […]

Exporting Data

Mothernode lets you export data in a variety of different areas, depending on the module or the record you are working in. However, exporting data is an Administrator function. Users cannot export data and will not see the export options in their listing screens, but will have access to exporting […]

Creating Credit Memos

When issuing credits to customers there are a variety of way to choose from, one of those is to issue a credit memo. You can create a credit memo in your Mothernode account in the Invoices module. A credit memo will provide you will a blank slate. You will need […]

Updating Saved Searches

Updating your Saved Searches lets users change the search parameters of an existing saved search. For example, if you made a saved search for John and all his accounts were needing to be reassigned to Sally when he left the company, you would be able to run his search, change […]

Managing Saved Searches

The Manage Saved Searches function allows users to edit and delete their searches. Administrators can create popular searches and share them with their team. How to edit, remove and share saved searches. From the module listing screen, select Managed Saved Searches in the saved searches list. 2. The Managed Saved […]

Creating Saved Searches

Mothernode CRM lets users build powerful data searches in every listing Modules, like customers, contacts, quotes, etc. When building your search criteria, users have the option to SAVE their searches, which is particular beneficial when needing to filter complex data on a routine basis. How to Save Searches The following […]

Setting User SMTP Settings in your User Account

Mothernode gives users the ability to send emails from within their Customer, Contact, and Lead and Opportunity records. Sending emails from within Mothernode provides advantages including automatic copying of the correspondence to the related Mothernode record, and the ability to use Mothernode email templates with merge fields, which help to […]

What are Value Lists

Mothernode includes default standard drop-down value lists throughout its various modules, but this is the point where we determine which ones you’ll want to change. One final note. These drop-down value lists will change over time, it’s a guarantee that at some point you’ll want to edit these as your […]