New Updates in Mothernode – Feb 13th, 2009 Users should note that the following updates, fixes, and modifications have been made available in Mothernode. Fixes Free-form are defaulted to N/A. Service Items are defaulted to N/A. PO are defaulted to Made Out. Updates Company Locations can inherit Parent Company Addresses […]
Mothernode CRM Updates – January 26 2009 (Release 20091a)
New Updates in Mothernode – Jan 26th, 2009 Users should note that the following updates, fixes, and modifications have been made available in Mothernode. Fixes 1. “&” ampersand now print correctly on records and are appear in search results correctly. Previously records that contained “&” in the company name would […]
Mothernode CRM Updates – June 2016 (Release 201616a)
Mothernode Release Date: March 6, 2016 March 2016 – Release (16A) 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 features, enhancements, workflow changes and bug fixes. Release […]
Attaching files
Mothernode makes attaching files easy and convenient. You can store files within Customers, Contacts and Leads and Opportunities. You can also attach files to any transaction, such as Quotes, Orders and Invoices. Files can be categorized and are also accessible in the filing cabinet, a centralized location for all your […]
Subscribing to calendars
Mothernode offers a variety of different calendar and synchronization options. One of the most common is the ability to subscribe to your Mothernode calendar or the calendar of a fellow team member. Subscribing to calendars is a common function in Microsoft Outlook, Apple iCal, and Google Calendars. The subscribing model […]
Creating customer alerts
Can users share accounts?
Sharing accounts is not an ideal option for users with heavy activity within their Mothernode account, especially in cases where reporting is used to measure accountability and activity or where users typically interact with each other within their CRM accounts using notes, calendars, events, tagging, notifications and more. User accounts […]
Restoring deleted records
From time to time users might unintentionally delete a record and need to restore the information. Restoring data is an Administrator function that can easily be done whenever you need to. Access the Administration Tab Click Settings In the left menu, click Session Activity Look for the record you would […]
How do I set my Mothernode Email signature?
Users have the ability to add their email signature to their user account which will append to all basic emails. These email signatures are not included in email marketing templates and are only available when composing emails within Mothernode CRM. Administrators can also add individual signatures for each of their users. […]
How to manage Notifications
Mothernode notifications provide users with real-time updates about different types of activities that pertain to their accounts, such as new comments and notes made in customer records by other users or status changes of records they’re tied to, just to name a few. Users can determine the types of notifications […]