Mothernode CRM provides users with a variety of built-in reporting solutions that give marketers that ability to report their campaign and sequence activity. Users who wish to further process their data in spreadsheets can do this by exporting their dashboard data to an XLS file. Access the Mothernode Marketing Dashboard […]
Sorting data on-screen
Fixing Transaction Spacing
When creating transactions such as Quotes, Orders, and Purchase Orders, some times you might encounter situations where your line items could leave dead space or too much white space between the last line item and the footer. This is more common in word processing software, but the issues are relatively […]
Deleting Opportunities (Conditions)
Searching multiple records
When working in listing screens, Mothernode CRM gives you the ability to search multiple records using its live view search. You can accomplish this by including spaces between transaction numbers. As you add valid transaction numbers they will appear in the list. Example 100 102 104 This can be accomplished […]
Side Panel
When working in leads and opportunities, customer accounts, contacts or vendors, the side panel gives users tremendous ability when it comes to managing their interactions with their respective contacts. It’s designed to log all of your activity about the record, including emails, appointments, notes and more. Side Panel Overview 1. […]
Record Searching 101
How to set First Name, Last Name views in Contacts
When working in Mothernode CRM’s Contacts Module users have the ability to determine how they would like to have their contact information displayed in the list by either First Name, Last Name or Last Name, First Name. This setting is specific to each user and the view they select will not impact […]
Mothernode CRM Updates – June, 2019 (Release 2019-02A) | PRODUCT UPGRADE & VERSION CHANGE
PRODUCT UPGRADE & VERSION CHANGE Release Notes June 2019 (Release 2019-02A) Date: June 15, 2019 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 features, enhancements, […]
Mothernode Legacy Accounts
IMPORTANT: This support article is specific to all Mothernode customers who signed up for a Mothernode account prior to June 15th, 2019. On June 15, 2019, all Mothernode customer accounts were upgraded to a new release of Mothernode CRM. This latest release includes hundreds of new features and enhancements wrapped […]