Importing your data is one of the most critical components of your Mothernode setup, so we’ve prepared some information to assist you with this process. Quick Summary Before you begin, here are some helpful guidelines Your import file MUST be an XLS file. The XLS file can only have 1 […]
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 […]
Syncing Mothernode Invoices with Xero
Connecting Mothernode CRM to Xero
Mothernode CRM Enterprise customers can connect to their Xero account and electronically post Mothernode Invoices into Xero. Connecting Mothernode to Xero This process is available in Mothernode CRM Enterprise or any edition that includes invoices. Users must also have a paid subscription with Xero. Xero trial accounts will require reconnecting […]
Setting your Home Page
Users can set their default home page screen to any module within Mothernode. Module home pages are listing screens that contain recent records, which are typically accessible from the navigation menu. Using this feature is ideal for users who often work in one specific module. For example, sales reps can […]
Setting user accounts to automatically expire
Mothernode gives Administrators the option to automatically disable user accounts on a predetermined date. This feature is ideal when adding users who will only require term access such as interns, consultants or other third-parties who need access to a Mothernode account for only a limited period of time. Setting an […]
User Types
There are two primary types of users in every Mothernode account: Users and Administrators. Users are individuals who have been assigned standard access to a Mothernode account, without access to administration functions. Administrators can restrict user access based on their responsibilities, for example not providing access to the Marketing menu […]