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 […]
Importing Products and Services into Mothernode CRM
Mothernode CRM provides you with a powerful quoting module that includes plenty of capabilities that will improve your current quoting process. Amongst these features is the ability to stock your Products and Services within the application letting you quickly add items to your quotes, saving you time and effort in […]
Preparing your Vendors and Vendor Contacts Import
Preparing your Leads and Opportunities Import
Preparing your Customers and Contacts Import
Adding Inventory Items to Transactions
When working with transactions, such as quotes, orders, and purchase orders, Mothernode offers a variety of ways to add your goods and services to line items. It’s one of the few CRMs that has a built-in Inventory Management module, that’s available in Mothernode’s premium CRM plans. Mothernode customers can stock […]
Posting Invoice Payments to Xero
Mothernode CRM lets users register payments to invoices in Mothernode and apply the same payment (and payment history to Xero. Users can post both full and partial payments. The process is seamless and doesn’t require any synchronization with Xero. Posting Payments Click the Accounting Tab in the main menu Click Invoices to access your […]