Attaching files to records

Mothernode CRM gives users the ability to attach files to Customer Accounts, Contacts, Leads/Opportunities and Transactions, such as Quotes, Orders, etc. Additionally, files can be managed from the global File Cabinet, which is available from the Productivity menu. Click New from the global File Cabinet, or click the Upload button […]

File Cabinet

Mothernode CRM includes a centralized module that give users access to all uploaded files. Files are generally uploaded within customer records or transactions. Regardless of the upload source, all files are available in this list. Mothernode’s File Cabinet lets users Search for files Upload files Upload new versions of files […]

Creating Quick Follow-ups

Mothernode makes setting quick follow-up reminders quick and easy. Quick follow-ups can be set in Events as reminders for future dates. Once you set a quick-follow-up it sets an all-day event for you in your calendar, on the day you want to follow up. The follow-up is available in your […]

Calendars

Mothernode CRM provides users and their teams with internal calendars that can be accessed from the main navigational menu. (top right) Mothernode CRM Calendar List of user calendars you want to have access to. Click the color box to show and hide a user’s calendar in the list at any […]

Line item notes

When working with Mothernode CRM Transactions, users can use line item notes to notate important information about a line item. Most often users can bind a vendor to a line item, which is particularly helpful to know where initial pricing was obtained. Line items notes can be used for internal […]