Release Notes February 2020

Date: February 2020 Release (2019-02A) 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 modules, features, enhancements, workflow changes, and bug fixes. New tutorials and product videos […]

Mobile CRM Overview

Mothernode Mobile CRM is a companion to every Mothernode CRM User’s account. Available for iOS and Android, Mothernode CRM Mobile delivers a rich user experience comparable to the full desktop app. Mothernode CRM Customers can download the app for their respective devices here: Apple IOS App Store Android Google Play […]

Viewing Screencasts

When supporting Mothernode CRM customers the Mothernode Support Team often records short videos or screencasts that demonstrate the “how-tos” of Mothernode. The screencasts require users to enable FLASH in their browser. These easy steps will help you do that. Click the video link sent to you by your Mothernode account […]

Importing Color Charts

When using Mothernode CRM’s Product Configurator for simple and accurate estimating, Mothernode lets users assign specific colors to applicable products. For added convenience, Mothernode has compiled a listing of vendor-specific colors that are available when using the Mothernode Product Configurator to assemble third-party products. IMPORTANT: This listing is provided by […]

Creating dashboards and KPIs in Mothernode CRM

Mothernode CRM lets users and administrators alike build their own dashboards. You can share them amongst your team by making them public or make them private to keep them to yourself. You can toggle these options anytime. The Basics What’s a Dashboard, What’s a KPI? Dashboards are created first. They […]

How to add a new shared dashboard

Mothernode CRM provides you with a variety of dashboards to get you started. In addition to creating your own, you can add default dashboards available in all Mothernode CRM accounts and access dashboards that were created and shared by other users in your group. Follow these instructions to add new […]

Default PO Contact

When working with POs, some organizations may want to specify a default internal contact as the bill to reference on each PO. Mothernode allows you to assign any of your users to appear as the default PO contact on each new PO. Note that this default contact must be a […]

Task Action Items

Mothernode Tasks and Task Templates can include steps or sub-tasks known as Action Items.  This optional item enables the user to add one or several Action Items or sub-tasks to a task or task template. Add Action Items to a Task Template In the new or edit task template window, […]