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 […]
Using Taxes in Transactions
Mothernode CRM integrates with third-party tax services that allow users the ability to add applicable tax rates to transactions such as Quotes, Orders, Invoices, Purchase Orders, and Work Orders. This service only provides baseline tax rates based on the specified tax policy and doesn’t apply any applicable tax rules for […]
API Key
Mothernode CRM users who wish to connect with third-party services via API can do so using one of Mothernode’s API keys. API keys are generated at the user level and can be managed by Admins in the user’s account. Adminitration>User Account>Permissions Click the Administration Tab Open a user profile record […]
Importing Inventory
Mothernode CRM includes an advanced inventory module that gives customers greater controls and options when it comes to managing their goods and services. Unlike the basic Products and Services Modules, Mothernode’s Inventory module is available in select editions. For more information contact a Mothernode CRM product expert or your account […]
Inventory Import Templates
Using Inventory Import Templates When it comes to importing Inventory into Mothernode CRM, users can import their list of goods and services into Mothernode CRM using a standard Microsoft XLS or CSV file. To simplify this process, you can use the Mothernode CRM XLS Templates that contain the necessary fields for import. […]