New Updates in Mothernode Date: February 5th, 2010 February 2010 Release Users should take note of the following important changes and updates that have been made to Mothernode. As always, we encourage everyone to read the release notes. There will be random smaller publishes that will be released throughout the […]
Mothernode CRM Updates – July 31 2009 (Release 20095a)
New Updates in Mothernode Date: July 31, 2009 Critical Change: Multi-Location Companies This update includes several changes to various functions and capabilities throughout Mothernode There has been a significant modification to the architecture of the program that will benefit multi-location offices. Now, multi-site locations have been consolidated under a single […]
Mothernode CRM Updates – April 4 2009 (Release 20094a)
New updates have been published to Mothernode, June 28th 2009 Users should take note of the following: Fixes In the Ship/Install Tab: after shipping items, if you refreshed your web browser, the amount shipped would double in the shipping log and would even exceed quantities shipped. Updates to the code now prevent […]
Mothernode CRM Updates – February 23 2009 (Release 20091b)
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 […]