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 […]

Best Browsers for Mothernode

Mothernode performs best when used with Google Chrome, Firefox, or Safari. To download any of these browsers, please visit the links below: Click here to download Firefox Click here to download Google Chrome Click here to download Safari

API Connections – Stripe

Mothernode can connect with Stripe and/or Plaid in order to provide payment processing. These time-saving features help automate your payment processes and ensure you are paid quickly.   This functionality is available in select Mothernode Editions and modules to accomplish the following. How credit card and ACH payments can be used Your […]

API Connections

Mothernode offers API integration options. These integration options can only be enabled by Administrators . To enable an API connection follow the instructions below.  Login to Mothernode  Go to the Administration menu  Click the API Connections option Select the appropriate tab for the integration you wish to enable. (For UPS, click Shipping. […]

API Connections – UPS

To enable the UPS shipping integration, please ensure that you have a My UPS user profile with an active UPS shipping account associated with it. The XML Access Key is also supplied by UPS and must be requested by logging into your My UPS user account. For more information, visit […]