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
Updating Saved Searches
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 […]
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 […]