If you need to uninstall the QuickBooks Web Connector follow these instructions. You can always download the QWC file again by following these instructions Have a Server Admin click the Start Button Type “control” in the search field then click Control Panel. Click Uninstall a program if under the Category view or Programs […]
Creating Prepayment Invoices
Adding transaction dates to your calendar
Appending Order Items to Existing Purchase Orders
Mothernode CRM lets users select line items from multiple orders to add to an existing purchase order (not yet received), combining orders to meet minimum order requirements or take advantage of vendor volume discounts. This article reviews a few methods that will let you add Order Line Items to existing […]
Creating Purchase Orders from Order Line Items
Purchase orders are a necessary part of doing business with vendors, and creating them doesn’t have to be a time-consuming process. With Motherndoe CRM, you can easily create POs for your vendors from customer orders. This makes the process much faster and easier, so you can focus on other aspects […]
Release Notes September 2022
Date: September 19, 2022 Release (2022-01A) Mothernode customers should take note of the following important changes and updates now available in their Mothernode account. As always, we encourage users to read the release notes. This release contains new features, enhancements, workflow changes, and bug fixes. New tutorials and product videos […]
Locations vs. Sub-Accounts. What’s the difference?
When working with Customers who have multiple locations, Mothernode offers two methods for managing these accounts: Locations or Sub-Accounts. This article helps differentiate the two options, outlining their benefits and limitations, and assisting you in determining the right choice for your customer setup in Mothernode. IMPORTANT: If you plan on […]
How to improve the deliverability of your emails
If you’re noticing that your emails are going straight to your recipient’s spam folder, it’s likely because you don’t have DMARC records added to your domain. DMARC stands for Domain-based Message Authentication, Reporting & Conformance, and it’s an email authentication protocol that helps to ensure that your emails are coming […]
How to auto-close records after long periods of inactivity
Record keeping is critical for any business, but it can be a difficult and time-consuming task. This is especially true when it comes to sales data and activity, which can quickly become cluttered and illegitimate. One way to help keep sales data clean and legitimate is to have Mothernode automatically […]
Construction Details
For Mothernode customers who manufacture goods, whether it’s standard or custom products, Mothernode CRM includes additional, optional features that allow users to include more specific product details that can be used as reference material throughout the production process. Construction Details provide Mothernode users with the ability to upload construction and […]