The Payment Terms and Pricing Level fields can be set to have default values. Setting default values for both of these fields will allow new records to automatically default to your selections upon creation. Follow the instructions below to set your default values: Login to Mothernode Go to the Administration […]
Setting default Sales Rep & Project Managers for all new records
The Sales Rep and Project Manager fields can be set to default values. Setting default values for both of these fields will allow new records to automatically default to your selections upon creation. Follow the instructions below to set your default values. Login to Mothernode Go to the Administration menu […]
Triggered Transaction Emails
Mothernode allows you to customize the intro message in emails that are sent to customers when quotes become orders, and when orders are shipped. To customize the intro message for your Triggered Transaction Emails, follow the steps below. Please note that you must have Administrator access to make this […]
Localization Settings
Localization Settings allow you to adjust the defaults for State Label, Zip Label (short), Zip Code Label (long), and the Date and Time Formats. These settings will help provide a consistent format where these types of fields are displayed throughout Mothernode. To adjust your Mothernode defaults you must be an Administrator. […]
File Approval Work Order Settings
File Approval Quotes Settings
Setting Default Work Order Times
Mothernode allows you to set default work order schedule times. This includes the Start Time and an End Time fields, which are mandatory details required when creating a work order calendar entry. By setting default work order times, new work order schedules that are created will automatically default to the […]
Default Calendar Times
Mothernode allows you to set default calendar event times. This includes the Start Time and an End Time fields, which are mandatory details required when creating a calendar event. By setting the default calendar times, new calendar events that are created will automatically default to the Start Time and End […]
Enabling Case Resolution in Invoices
Mothernode accounts that include both Cases and Invoices modules may create invoiceable transactions directly from case records. If you create an invoiceable transaction from a case, you can include the case information and resolution details on the invoice. To enable this setting follow the directions below. Please note that […]
Managing the Inventory Custom Label Settings
The Inventory Custom Label settings allow you to define up to three locations to be used for your inventory items. These fields are flexible enough to be used for non-location information as well. The Inventory Location fields can be used to define each inventory item’s specific location. For example, if […]