Quick Tips

Saving Common Searches How to save your most common searches for quick reuse and making your favorite search set your default filter when reviewing records.	Quote Automation How to automatically add products and services to all newly created quotes, orders and purchase orders.	Uploading Files How to attach external documents and files to a customer account in Mothernode.


Creating Customers from Contacts How to quickly make a new Customer Account from an existing Contact in Mothernode.	Attaching a lead to a customer This quick tip demonstrates how to assign a new lead in Mothernode to an existing Customer Account.	Subscribing to calendars Learn how you can subscribe to your Mothernode Calendars and have your scheduled events appear in iCal or Outlook. This example is for iCal and represents the same process used to ‘subscribe’ to calendars in MS Outlook.


Customers On Hold How to put a customer on hold to prevent users from creating any further transactions for them.	Customer Alerts How the create customer alerts that can be assigned to various transactions to share critical information about a customer account with your other Mothernode users.