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Knowledge Base

Mothernode knowledge base

  • Subscriptions 9 Articles

    • Connecting with Zapier
    • What’s the difference between a contract term and signing up myself?
    • Monthly Subscriptions
    • Managing your subscriptions
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  • Lead Capture Forms 9 Articles

    • Connecting with Zapier
    • Lead Capture Forms – Fields
    • Lead Capture Forms – Form Code
    • Lead Capture Forms – Introduction
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  • Accounting 31 Articles

    • Creating Prepayment Invoices
    • Completing orders that haven’t been shipped
    • Mothernode Commissions Setup and Reporting
    • Syncing to QuickBooks Online, QuickBooks Desktop, and Xero
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  • Third-Party 5 Articles

    • Avoiding Tax Rate Issues
    • Google Calendar Sync – Reset Connection
    • Mothernode CRM to Xero Communication: Mapped Fields
    • Connecting Your Google Account With Mothernode
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  • Quickbooks 14 Articles

    • Creating Prepayment Invoices
    • Syncing to QuickBooks Online, QuickBooks Desktop, and Xero
    • Syncing Invoices, Quotes and POs to QuickBooks Desktop
    • Mothernode CRM API Setup with QuickBooks Desktop
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  • Xero 6 Articles

    • Syncing to QuickBooks Online, QuickBooks Desktop, and Xero
    • Avoiding Tax Rate Issues
    • Invoice Export Options in Mothernode CRM
    • Mothernode CRM to Xero Communication: Mapped Fields
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  • Tasks 5 Articles

    • Task Action Items
    • Creating Task Templates
    • Dispatching Tasks
    • Tasks
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  • Inventory 4 Articles

    • Updating inventory items in Mothernode
    • Performing Batch Updates
    • Exporting Data
    • Managing the Inventory Custom Label Settings
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  • Vendors 7 Articles

    • Syncing customers and vendors with identical names to QuickBooks
    • Importing Color Charts
    • Sorting data on-screen
    • Importing Vendors and Vendor Contacts into Mothernode CRM
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  • Implementation 10 Articles

    • Regional Settings
    • Importing Vendors and Vendor Contacts into Mothernode CRM
    • Importing Customers and Contacts into Mothernode CRM
    • Importing Leads and Opportunities into Mothernode CRM
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  • Email 20 Articles

    • Mothernode Email Setup: 2-Step Verification and App Passwords
    • Sending and managing emails from transaction records
    • How to improve the deliverability of your emails
    • Resolve Campaign Email Not Displaying Properly
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  • Email Templates 4 Articles

    • Transaction Settings
    • Using Marketing Tags with Email Templates
    • Removing Lines in Campaign Emails Viewed in Outlook
    • Building dynamic email signatures
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  • Purchase Order 54 Articles

    • Sending and managing emails from transaction records
    • Adding transaction dates to your calendar
    • Appending Order Items to Existing Purchase Orders
    • Creating Purchase Orders from Order Line Items
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  • Sequences 5 Articles

    • How to improve the deliverability of your emails
    • Resolve Campaign Email Not Displaying Properly
    • Sender Information in Mothernode CRM Email Marketing
    • Follow-up sequences analytics
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  • Dashboards 5 Articles

    • User Analytics
    • Regional Settings
    • Creating dashboards and KPIs in Mothernode CRM
    • How to add a new shared dashboard
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  • KPIs 3 Articles

    • Creating dashboards and KPIs in Mothernode CRM
    • How to add a new shared dashboard
    • Making your favorite dashboard a default for modules
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  • Mobile 1 Article

    • Mobile CRM Overview
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  • Production 13 Articles

    • Adding transaction dates to your calendar
    • Completing orders that haven’t been shipped
    • QuickBooks Special Characters Causing Syncing Errors
    • Reviewing Jobs in the Job Panel
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  • Production Setup 11 Articles

    • Regional Settings
    • Reviewing Jobs in the Job Panel
    • Production Schedule Overview
    • Using Job Cards
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  • Workflows 5 Articles

    • Completing orders that haven’t been shipped
    • Reviewing Jobs in the Job Panel
    • Production Schedule Overview
    • Ready for Production
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  • Scheduling 2 Articles

    • Regional Settings
    • Grouping Items for Production
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  • Jobs 3 Articles

    • Creating Prepayment Invoices
    • Ready for Production
    • Grouping Items for Production
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  • Files 3 Articles

    • File Cabinet size limits and restrictions
    • Sharing Files
    • Attaching files to records
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  • Work Orders 44 Articles

    • Sending and managing emails from transaction records
    • Adding transaction dates to your calendar
    • QuickBooks Special Characters Causing Syncing Errors
    • Transaction Settings
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  • User Accounts 16 Articles

    • Mothernode Email Setup: 2-Step Verification and App Passwords
    • 2-Step Authentication using your phone
    • User Analytics
    • Regional Settings
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  • Quotes 71 Articles

    • Sending and managing emails from transaction records
    • Adding transaction dates to your calendar
    • Syncing to QuickBooks Online, QuickBooks Desktop, and Xero
    • Syncing Invoices, Quotes and POs to QuickBooks Desktop
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  • Tutorials 11 Articles

    • Connecting with Zapier
    • Importing Color Charts
    • Mothernode CRM Outlook Add-in Version 5 – Installation & Setup
    • Mothernode CRM Outlook Add-in Version 5 – Functions
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  • Security 11 Articles

    • 2-Step Authentication using your phone
    • User Analytics
    • 2-Step Authentication
    • Mothernode CRM Terms of Use
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  • Data 13 Articles

    • User Analytics
    • Regional Settings
    • Connecting with Zapier
    • Using Marketing Tags with Email Templates
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  • Backups 1 Article

    • Backups and Data Security
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  • Administration 83 Articles

    • Mothernode Commissions Setup and Reporting
    • Syncing to QuickBooks Online, QuickBooks Desktop, and Xero
    • Syncing Invoices, Quotes and POs to QuickBooks Desktop
    • Mothernode CRM API Setup with QuickBooks Desktop
    View all
  • Customers 55 Articles

    • Mothernode Commissions Setup and Reporting
    • Showing and Hiding Contacts in Leads and Opportunities
    • Syncing customers and vendors with identical names to QuickBooks
    • QuickBooks Special Characters Causing Syncing Errors
    View all
  • Contacts 44 Articles

    • Showing and Hiding Contacts in Leads and Opportunities
    • Regional Settings
    • Connecting with Zapier
    • Task Action Items
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  • Leads 60 Articles

    • How to auto-close records after long periods of inactivity
    • Showing and Hiding Contacts in Leads and Opportunities
    • Connecting with Zapier
    • Task Action Items
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  • Opportunities 54 Articles

    • How to auto-close records after long periods of inactivity
    • Showing and Hiding Contacts in Leads and Opportunities
    • QuickBooks Special Characters Causing Syncing Errors
    • Currency Codes and Exchange Rates
    View all
  • Marketing 25 Articles

    • Resolve Campaign Email Not Displaying Properly
    • Sender Information in Mothernode CRM Email Marketing
    • Making your favorite dashboard a default for modules
    • Using Marketing Tags with Email Templates
    View all
  • Users 22 Articles

    • Mothernode Legacy Versions scheduled to sunset December 31, 2021
    • 2-Step Authentication using your phone
    • User Analytics
    • Regional Settings
    View all
  • Orders 68 Articles

    • Creating Prepayment Invoices
    • Sending and managing emails from transaction records
    • Adding transaction dates to your calendar
    • Appending Order Items to Existing Purchase Orders
    View all
  • APIs 26 Articles

    • Syncing to QuickBooks Online, QuickBooks Desktop, and Xero
    • Syncing Invoices, Quotes and POs to QuickBooks Desktop
    • Mothernode CRM API Setup with QuickBooks Desktop
    • QuickBooks Sales Tax (QuickBooks Online)
    View all
  • Invoices 49 Articles

    • Sending and managing emails from transaction records
    • Syncing to QuickBooks Online, QuickBooks Desktop, and Xero
    • Syncing Invoices, Quotes and POs to QuickBooks Desktop
    • Mothernode CRM API Setup with QuickBooks Desktop
    View all
  • Outlook 20 Articles

    • Setting up Mothernode Add-in for Outlook
    • Resolve Campaign Email Not Displaying Properly
    • Sender Information in Mothernode CRM Email Marketing
    • Side Panel
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  • GMail 13 Articles

    • Mothernode Email Setup: 2-Step Verification and App Passwords
    • 2-Step Authentication using your phone
    • 2-Step Authentication
    • Resolve Campaign Email Not Displaying Properly
    View all
  • Calendars 9 Articles

    • Regional Settings
    • Google Calendar Sync – Reset Connection
    • Mothernode CRM Outlook Add-in Version 5 – Installation & Setup
    • Mothernode CRM Outlook Add-in Version 5 – Functions
    View all
  • FAQs 17 Articles

    • Can non-users be assigned to records?
    • Can non-users get notifications?
    • What’s the difference between a Lead and an Opportunity
    • What’s the difference between a contract term and signing up myself?
    View all
  • General 28 Articles

    • Mothernode Commissions Setup and Reporting
    • Regional Settings
    • Connecting with Zapier
    • Record Searching 101
    View all
  • Accounts 24 Articles

    • Creating Prepayment Invoices
    • QuickBooks Special Characters Causing Syncing Errors
    • User Analytics
    • Record Searching 101
    View all
  • Cases 25 Articles

    • Connecting with Zapier
    • Task Action Items
    • Creating Task Templates
    • Dispatching Tasks
    View all
  • Products and Services 2 Articles

    • QuickBooks Special Characters Causing Syncing Errors
    • Bulk Updating of Mothernode Products and Services
    View all

Uncategorized

  • Uninstalling QBWebconnector
  • Construction Details
  • Estimating Time and Labor
  • Using Your Browser’s Spell Check Function with Mothernode
  • General Troubleshooting
  • MH and MO Breakdowns
  • Time Zones
  • Production Dashboard Work Centers
  • Viewing Screencasts
  • How to set First Name, Last Name views in Contacts
  • Mothernode Legacy Accounts
  • Adding your signature to email templates
  • API Key
  • Importing Inventory
  • Inventory Import Templates
  • Migrating Salesforce.com Data to Mothernode CRM
  • Adding Inventory Items to Transactions
  • Posting Invoice Payments to Xero
  • Adding contacts to Follow-up Sequences

Search Mothernode Articles

  • Release Notes September 2022
    September 7, 2022
  • Release Notes December 2021
    December 27, 2021
  • Release Notes December 2020
    December 30, 2020
  • Release Notes September 2020
    September 7, 2020
  • Release Notes May 2020
    May 10, 2020

Article Topics

  • Xero
  • Workflows
  • Work Orders
  • Vendors
  • Users
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