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 […]

Default PO Contact

When working with POs, some organizations may want to specify a default internal contact as the bill to reference on each PO. Mothernode allows you to assign any of your users to appear as the default PO contact on each new PO. Note that this default contact must be a […]

Task Action Items

Mothernode Tasks and Task Templates can include steps or sub-tasks known as Action Items.  This optional item enables the user to add one or several Action Items or sub-tasks to a task or task template. Add Action Items to a Task Template In the new or edit task template window, […]

Creating Task Templates

Mothernode CRM allows users to create task templates that can be selected and used repeatedly for common tasks. Additionally, task templates may include a list of categorized sub-tasks that act as steps toward completing a primary task, all within a single ‘parent’ task record. Creating Task Templates Access Tasks from […]

Dispatching Tasks

Mothernode CRM enables users to assign tasks to other users and then dispatch (email) the task to them, once it has been input and saved. Dispatching Tasks Enter the task, ensuring that all applicable fields are complete and instructions are clear. Select the user to assign the task to from […]

Tasks

Mothernode CRM records provide the ability to enter, dispatch and manage tasks related to a record, or the user can also enter a general task from the Global Tasks List. Record types supporting Tasks include Customers, Contacts, Leads/Opportunities and Mothernode transactions. Tasks can be input and managed from the Tasks […]

Using Marketing Tags with Email Templates

Marketing tags are a powerful and convenient way for marketers to categorize and segment their contacts within Mothernode. This process can be either manual or automatic. In manual cases, users can assign a marketing tag to an individual contact record, use the Batch Update function to add tags to multiple […]

Disconnecting API Connnection from within QuickBooks

Admins have the ability to disconnect their Mothernode CRM API connections from within their Mothernode CRM accounts. To do this, follow these steps. However, you can also terminate the API connection from within QuickBooks Online. Admins can also follow these steps to verify the Mothernode Connection has been removed. Login […]