Customers who depend on Constant Contact to create and organize their email marketing lists can easily add their Mothernode contacts to their Constant Contact lists. Mothernode even let’s you assign lead capture forms to Constant Contact lists, so you can automatically enroll new leads into one or more lists, all […]
API Connections – HubSpot
This API is only available in Mothernode Legacy Accounts Connecting your HubSpot Account to Mothernode gives you access to HubSpot features and information accessible directly from your Mothernode CRM account. Mothernode customers are required to have a paid HubSpot subscription. Users should set-up their workflows and lead capture forms in […]
API Connections – Infusionsoft
THE FOLLOWING API HAS BEEN RETIRED. FOR MORE INFORMATION ABOUT MOTHERNODE EMAIL MARKETING OPTIONS AND PLANS VISIT MOTHERNODE.COM IMPORTANT: This API connection method is designed exclusively for customers using legacy campaigns and sequences in Infusionsoft. Connecting your Infusionsoft Account to Mothernode lets you activate and link your Infusionsoft marketing sequences and […]
Default Settings for Cases
Mothernode allows you to set defaults for some of the fields found within Case records. Setting these defaults can expedite the creation process for new records by automatically selecting default values for certain fields. To apply default values to fields located within Lead/Opp records follow the steps below: Login to […]
Default Settings – PO’s and Vendors
Mothernode allows you to set defaults for some of the fields found within PO’s and Vendor records. Setting these defaults can expedite the creation process for new records by automatically selecting default values for certain fields. To apply default values to fields located within Lead/Opp records follow the steps below: […]
Default Settings – Leads & Opps
Mothernode allows you to set defaults for some of the fields found within Leads and Opportunity records. Setting these defaults can expedite the creation process for new records by automatically selecting default values for certain fields. To apply default values to fields located within Lead/Opp records follow the steps below: […]
Default Settings – Tax Settings
Applying the proper Tax Settings will ensure the proper tax rate is applied to your transactional records. This setting determines the default tax rate that should be used when creating new quotes and orders based on your business or State tax regulations. DEFAULT TAX RATES ARE PROVIDED BY A THIRD-PARTY SERVICE AND […]
Default Settings – Print Settings
Applying Print Settings will control what appears in the PDF printouts created from transactional records, such as Quotes, Orders, and Invoices. Follow the instructions below to control your Print Settings Login to Mothernode Go to the Administration | Settings menu Locate and click the General Default Values menu option Scrolll to locate […]
Default Settings – Inventory Search Criteria
The Inventory Search Criteria fields can be set to have a default values. Setting default values for all three fields will allow you to quickly search inventory items without having to toggle the search criteria drop-down fields. In the image below, we see the three search criteria fields. The defaults have been […]