The Quotes Valid Until field can be set to have a default value, so that the Valid Until date on the quote will automtaically calculate using the default setting noted below, adding the selected number of days to the quote creation date to determine the Valid Until date. Follow the instructions […]
Default Settings – FOB & Completed Method
The FOB and Completed Method 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 tab Locate and […]
Default Settings – Relationship, Source, & Est. Lead Time
The Relationship, Source, and Estimated Lead Time fields can be set to have default values that are automatically populated when new accounts and opportunities are created, which will help save users valuable time. Follow the instructions below to set your default values: Login to Mothernode Go to the Administration menu […]
Default Settings – Payment Terms & Pricing Level
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 […]