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 […]
Creating POs From Order Line Items
When working with orders that have line items that are bought out, Mothernode makes creating POs (Purchase Orders) from Orders a simple process. Creating POs from orders also helps with tracking items related to the order and job costing. Creating POs from Order Line items Access the Order Entry tab […]
Setting up your Mothernode account to send emails (SMTP account required)
IMPORTANT: These SMTP settings are general settings for sending emails from your Mothernode account. The FROM address that will be displayed to the recipient is that of the account you use to send generalized emails. However, if a user sends an email using these settings, they will still be relayed […]
Using Email Templates
When communicating with your Customers, Contacts and Leads and Opportunities, Mothernode CRM lets you use email templates to expedite the process of writing emails. As long as the contact you want to communicate with has an email on file, you can use email templates to communicate with your contact. Contacts […]
Creating Email Templates
Every Mothernode CRM user finds themselves writing the same (or similar) emails from time to time. Mothernode CRM’s Email Templates are a great timesaver when it comes to writing standard emails within your organization. Email templates incorporate merge fields (placeholders) from various modules in your Mothernode Account that can personalize […]
Setting Commission Exemptions
When selling goods and services Mothernode CRM customers may want to make some products and services commission exempt. For example you would not want to apply commission to external costs such as shipping charges or permits. Mothernode CRM gives you the ability to make certain products and services categories and […]