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 […]

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 […]

Associated Contacts

Mothernode allows users to assign associated contacts with their Lead and Opportunity records as well as Customer Accounts. Associated contacts are existing contacts that can be associated with one or many accounts. Associated contacts are generally a third-party contact or person of interest on an account, but not someone who […]

How do I set my Mothernode profile photo?

Log into Mothernode Go to My Account Find the photo upload area within the Profile tab Click the Upload button Click Browse to find the file on your local machine and select the image file Click the Upload button to upload the image Adjust the image cropping for best appearance […]