In the instance that you want to add multiple contacts to a follow-up sequence all at once as opposed to individually, you can do this in the contacts module. Mothernode CRM lets you use your advanced search capabilities to quickly produce a list of the contacts you would like to add […]
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 […]
Linking A Contact Record With An Existing Customer Record
Merging Duplicate Case Records
Order to Invoice
Base Markup
Activity Log
The Activity Log allows administrators to view user activity. To access the activity log follow the instructions below. Login to Mothernode Go to the Administration menu Click the Session Activity option (1) Search – Used to run basic search queries (2) Advanced Search – This button expands the view, allowing […]