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

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 […]

Creating Custom Reports

Custom reports can be made from any Mothernode module.  These reports are built by the user and can be saved and shared with other Mothernode users. Accessing and building custom reports are performed in the same manner in every module.    In the instructions below, we will create a custom report […]

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 […]

Merging Duplicate Case Records

Mothernode allows you to merge case records. In the event that more than one case record is created for the same issue, the merge function will allow users to cleanup duplicate records and merge all case details down to a single record.  Follow the instructions below to learn how to […]

Order to Invoice

Mothernode allows you to set your workflow process based on your business. The Order to Invoice system setting can be set to one of the two options shown below. Use Option 1 if you always ship or install the products you sell. Use Option 2 if you sometimes create invoices […]

Base Markup

Mothernode allows you to set the base markup percentage, which will be applied to items automatically when they are added to a quote. You must be an Administrator to access this area of the system. To apply a base markup percentage, follow the instructions below. Login to Mothernode Go to the […]

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 […]