The Batch Update function allows users to update a specific field across multiple records, all at the same time. By default, this functionality is only available to users with Administrator rights. If you would like to provide this option to non-Admin users, you can update the access setting per the […]
Adjusting Tab Settings
Mothernode allows you to hide certain tabs that are presented within Leads/Opp records, Customer records, and Contact records. Below is the Tab Settings options where you can disable tabs you wish to hide. To adjust your tab settings you must be an Administrator. Follow the instructions below to access the […]
Updating the Location Label
The Location Label setting allows you to rename the label of the Location tab, which is one of the available tab functions in the Customer Profile. This function is typically used to store additional location addresses for customers that have multiple locations. Specific locations may then be selected in new […]
Ready for Invoice
Mothernode’s Ready For Invoice (RFI) module is designed to log all orders and partial orders that are ready to be invoiced, and stage them in an organized list. The contents of the RFI module are populated by shipped or completed order items, in addition to progress invoice and prepayment invoice […]
Merging Invoices (Ready for Invoice)
Currency Settings
Adjusting Default Currency Settings Mothernode allows you to adjust the currency type you wish to use within the system. The initial default currency in your Mothernode account will be set to use US Dollars (USD). To change this default setting to another currency type, follow the instructions below. Currency type […]
Do you Ship, Install, Both, or Neither?
If your Mothernode account includes the Orders module, you can adjust the Ship, Install, Both, or Neither setting to meet your business needs. This setting will dictate how your Orders are processed and will adjust the tabs within your Order records. If Both is selected, your Mothernode account will be […]
Customer Label
How to activate Marketing Automation
Mothernode’s Marketing Automation feature allows you to send up to 25,000 emails/month without any additional cost to your current Mothernode Subscription. There is no limit on the number of regular emails you can send when emailing customers or contacts from within your Mothernode account. The 25,000 emails applies exclusively to […]
Receiving Purchase Orders
Because there are several ways to create and work with POs, there are few different options for receiving them. Which option you choose is mostly dependent on your role in the workflow and what’s most convenient to the way you work in Mothernode. Mothernode records receipts for receiving POs and […]