In rare but possible instances, you may have vendors that are also your customers (meaning you purchase from and sell to the same business), and therefore they are listed in both the Customer Module and Vendor Module in your Mothernode CRM account. For Mothernode customers who sync their purchase orders […]
QuickBooks Special Characters Causing Syncing Errors
Mothernode CRM lets users sync their Invoices, POs, and Quotes, along with Customer and Vendor information, with QuickBooks Desktop (QBD) and QuickBooks Online (QBO). While the process is generally seamless and is easy to do, there are a few issues that can interrupt the syncing service that are most commonly […]
QuickBooks Desktop Setup for Mothernode CRM
Companies that use QuickBooks Desktop (QBD) can seamlessly integrate their Mothernode account with their QBD account to electronically transfer Mothernode Invoices and Purchase Orders (MN Enterprise Edition) or Motherndoe Quotes to QBD using all other Mothernode Editions. QuickBooks Desktop Setup To get started there are a few QBD setup items […]
Currency Codes and Exchange Rates
Mothernode CRM users who are selling outside their country can have access to current exchange rate information displayed in the transaction header and converted into the foreign currency based on the billing country. They can also communicate the currency in which their goods and services are being priced by using […]
Adding POs to Completed Orders
In certain circumstances, some Mothernode users might need to add additional Purchase Orders to a completed order. In this situation, there are a few processes users will need to observe, which are outlined below. Note that only processes within Mothernode are addressed in this article. Outside accounting processes may also […]
Mothernode Legacy Versions scheduled to sunset December 31, 2021
Important Update Regarding Your Mothernode Account Beginning January 1st, 2022, Mothernode Legacy Modules Will No Longer Be Available For Mothernode CRM Customers who began their subscription prior to June 2019, you currently have access to the Mothernode Legacy User Interface (UI). This UI will be retired at the end of […]
Setting up Mothernode Add-in for Outlook
Mothernode CRM provides a slick and highly capable Add-in for Outlook users for both Mac and Windows platforms. Users should note the add-in is only available for use for Mothernode customers who want to connect their Outlook 365 account, Outlook.com account, or Microsoft Exchange accounts. All other users should use […]
2-Step Authentication using your phone
Mothernode users can change the default settings for their 2-Step Authentication to have Mothernode send the confirmation code via text message to their phone. Mothernode CRM provides customers with additional security features and functions using Two-Factor authentication, AKA 2-Step Verification. Users are required to authenticate their Mothernode CRM session via […]
General Troubleshooting
Mothernode CRM is developed with speed and efficiency in mind, to optimize performance and give the user an experience comparable to using desktop applications. While typical usage of the program is fast and smooth, there are external influences that can interfere with the application that can affect its responsiveness and […]
User Analytics
Mothernode CRM has new enhancements that help admins and business owners monitor user session activity throughout a given day. In instances where businesses have users working remotely more often, Mothernode provides business owners and management with the ability to view session activity in Mothernode CRM, giving them the peace of […]