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 […]

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 […]

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 […]