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 […]
Marketing Tags
Add Marketing Tags Directly to Contact Records Mothernode allows you to add Marketing Tags to your contacts so that you can classify them in order to create reports, build filters or create distribution lists for email campaigns and follow-up sequences. Using Marketing tags is an ideal way to organize your […]
Adding contacts to Follow-up Sequences
Editing Invoices after syncing or exporting to accounting
Once an invoice has been exported or synced with accounting software, the line items of the invoice can no longer be edited, so they remain consistent with the corresponding invoice in your accounting software. If an instance occurs that the invoice needs to be adjusted after it has been exported […]
Creating Custom Reports
Connecting Your Google Account With Mothernode
Mothernode allows you to connect your Google account with your Mothernode account. Connecting your Mothernode account with your Google account allows you to view scheduled Mothernode calendar events within your Google calendar. Login to Mothernode Go to My Account Click Calendar Settings from the menu, and click the Connect with Google […]