Mothernode allows you to record the time spent by one or more team members in cases. You can report on the time entered to see how much time you are spending on supporting your customers. When working in a case record: Click Add Time Entry. Complete the information in the […]
Work Order Printing Options
Mothernode users can print work orders as PDFs or send them electronically. Mothernode users have the following options when printing their work orders. These print options are also retained when sending the work order electronically. Print options are saved, so the next time you print work orders, you will know […]
Invoice Printing Options
Mothernode users can print invoices as PDFs or send them electronically. Mothernode users have the following options when printing their invoices. These print options are also retained when sending the order electronically. Print options are saved, so the next time you print an invoices, you will know how the invoices […]
Order Printing Options
Mothernode users can print orders as PDFs or send them electronically. Mothernode users have the following options when printing their orders. These print options are also retained when sending the order electronically. Print options are saved, so the next time you print an order, you will know how the order […]
Quote Printing Options
Mothernode users can print quotes as PDFs or send them electronically. Mothernode users have the following options when printing their quotes. These print options are also retained when sending the quote electronically. Print options are saved, so the next time you print a quote, you will know how the quote […]
How to create a new Case
Mothernode users can create new cases that are assigned to customer accounts and contacts. Cases are usually after sales support (both technical and non-technical) that allow Mothernode users to document and track communication and progress from the time the case is reported to the time it’s resolved. Cases are available […]
What’s the difference between a Lead and an Opportunity
Q: What’s the difference between a Lead and an Opportunity Leads: Leads are essentially unqualified opportunities. A lead is a person, company or project that fits the profile of a customer (for your business), but no contact or interest has been established. Opportunities: An opportunity is created once contact been […]
Case form Settings
Styling Case Forms
Mothernode CRM allows you to stylize your case capture forms to blend in with your website theme, blog posts, landing pages and more. Adjust font size/color Adjust label size/color Adjust description text size/color Adjust font colors Adjust background colors Add a border to your lead capture form Adjust your form […]