Date: February 2020 Release (2019-02A) 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 modules, features, enhancements, workflow changes, and bug fixes. New tutorials and product videos […]
Mobile CRM Overview
Mothernode Mobile CRM is a companion to every Mothernode CRM User’s account. Available for iOS and Android, Mothernode CRM Mobile delivers a rich user experience comparable to the full desktop app. Mothernode CRM Customers can download the app for their respective devices here: Apple IOS App Store Android Google Play […]
Viewing Screencasts
When supporting Mothernode CRM customers the Mothernode Support Team often records short videos or screencasts that demonstrate the “how-tos” of Mothernode. The screencasts require users to enable FLASH in their browser. These easy steps will help you do that. Click the video link sent to you by your Mothernode account […]
Importing Color Charts
When using Mothernode CRM’s Product Configurator for simple and accurate estimating, Mothernode lets users assign specific colors to applicable products. For added convenience, Mothernode has compiled a listing of vendor-specific colors that are available when using the Mothernode Product Configurator to assemble third-party products. IMPORTANT: This listing is provided by […]
How to automatically add new Products and Services to transactions
Mothernode CRM provides users with time-saving features when it comes to adding common line items to different transactions. If you often find yourself adding the same products and services to quotes, orders, purchase orders, etc., then following these steps can automatically add popular items when creating new transactions. Setting up […]
Creating dashboards and KPIs in Mothernode CRM
Mothernode CRM lets users and administrators alike build their own dashboards. You can share them amongst your team by making them public or make them private to keep them to yourself. You can toggle these options anytime. The Basics What’s a Dashboard, What’s a KPI? Dashboards are created first. They […]
How to add a new shared dashboard
Mothernode CRM provides you with a variety of dashboards to get you started. In addition to creating your own, you can add default dashboards available in all Mothernode CRM accounts and access dashboards that were created and shared by other users in your group. Follow these instructions to add new […]
Making your favorite dashboard a default for modules
Mothernode CRM lets users assign one of their custom-built dashboards to each module. Dashboards assigned to each module are unique to the user. For example, once you’ve created a sales management dashboard that includes and the KPIs you depend on to manage your sales activity, you can set it as […]