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 […]

Case form Settings

Case capture forms can be assigned to one user who will receive a copy of the case and ultimately be the first tier responder. Other users can also receive corresponding copies of new cases. Case Capture Form Settings Form Name: This is a public title for your lead capture form. […]

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 […]

Installing code for case forms

Mothernode CRM case capture code is easy to install on any website or blog post. Simply copy and paste either the javascript or iframe code from the form profile and paste it into your website. This tutorial demonstrates how to add case capture code to your website.