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

Mothernode CRM includes special notes, known as customer alerts, that can be added to any customer account and be used with a variety of transactions to provide special instructions related to your customer’s needs. This tutorial demonstrates how customer alerts can be setup.  

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 […]