Events

Events are the heart and soul of Mothernode’s collaboration features. While they serve a variety of purposes, their primary function is to allow users to record history and next steps with customers, contacts and leads and opportunities. This gives users and teams alike a historical count of activity that has […]

Transaction Notes

Mothernode allows users to record notes in each of their transactions, such as Quotes, Orders, Invoices etc. Transaction notes serve one of 3 purposes. Document a note about the transaction Communicate a message to one or more other users Pass the note further down the workflow Notes are typically located […]