When working with records such as Leads and Opportunities users can dismiss records by changing their status to lost of canceled (recommended) or in some cases deleting the recorded. Mothernode CRM will let you delete a lead and an opportunity so long as there is no activity created from the […]
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 […]
File Cabinet size limits and restrictions
New: File size limits increasing in 2024 Mothernode includes a file Cabinet Module that allows each customer to upload and store files with customers, contacts, vendors prospects, and transactions. This includes files that may need to be accessible internally, such as brochures, vendor pricing lists, instructions, and other documents as […]
Sharing Files
Mothernode CRM gives users the ability to share files with their customers, contacts, and prospects. This process is available everywhere customers have the ability to upload files, such as Customers, Contacts, Leads and Opportunities, and the File Cabinet. To share a file link with your contacts, follow these steps after […]
Adding your signature to email templates
IMPORTANT: This article references adding your email signature when sending standard contact email from Mothernode. This process does not apply to email marketing templates created in Mothernode’s Template Studio. When sending emails to leads and opportunities, customers, vendors or contacts in Mothernode CRM, users have the ability to have their […]