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OneNode subscription A company's OneNode first installation is not a subscription.  It is a free seat for an indefinite term. A OneNode subscription starts when a second OneNode user is added. Subscriptions are billed monthly and continue indefinitely as ...

Create User Groups This guide will walk you through the process of creating user groups in OneNode 1. Open OneNode Maybe your organization requires that certain types of documents are viewed only by specific user teams ...

"Single Select" type example This video will walk you through creating a "Single Select" field type in OneNode for Pipedrive. 1. Introduction Imagine an organization where Invoices, Proposals, and Price Lists are the three most commonly used t...

"Price List" Document type example This video shows how to create Document types in OneNode for Pipedrive 1. Build your document structure Think of an organization where Invoices, Contracts, and Price Lists are the three most commonly used t...

A list and reference to all the videos contained in OneNode's Help Guide Knowlege Base 1. Getting Started Getting Started 2. OneNode Set up Subscription Management Adding users Creating user groups Creating Document Types "Price List" exa...

From Cloud storage, Pipedrive files, or upload new ones. Here is how you can easily add documents using OneNode, no matter if they are stored in the cloud or at a particular web link. 1. Open a deal, organization or person detail view...

Floor plan Management -Setup 5 fields Real estate developers know how time-consuming it can be to share and track floor plans and property listings with potential clients. 1. Introduction In this guide, we'll show you how to setup and manage F...

Real Estate Use Case Floor Plan Management. Add with a Link. (User part.) This video demonstrates how to add a Floor Plan document type, including a link to drawings stored in a collaborative diagram application called Lucid. 1. Intr...

Media and Advertising Price list Management Use Case In this scenario, a media and advertising company needs to manage separate price lists for direct customers and media resellers. 1. Introduction We'll demonstrate how they can qui...

"Proposal" Document type example This guide navigates OneNode admins through the process of creating a "Proposal" document type 1. Open OneNode Start by accessing the main OneNode panel 2. Click on "Settings" And click on "Settings" ...

Tech Consultancy and Services Company Contract Management Use Case This video demonstrates how Martha—a Sales Director at a growing Tech consultancy and Services company, efficiently manages contracts with channel partners, affiliate programs, ...

From OneNode's panel Files can be permanently deleted from OneNode or from both OneNode and Pipedrive. Here's how this can be done from OneNode's main panel 1. Open OneNode First, open OneNode's main panel 2. Click on the Eye icon Use ...

To uninstall OneNode, please follow the steps below. Before proceeding, we’d love to hear from you to ensure that your decision isn’t due to missing features or information. If you have any questions or feedback, feel free to reach out to us at info@zimpleone....

Once created, Dynamic Folders can be easily managed and edited further.  Head to the Browse tab Select Manage Folders Click on the Pen Icon in front of the folder that you would like to edit Edit the folder Name, Description and Folder levels Click Save...

Editing the columns in "Recent"and "Search". OneNode lets you customize the columns in the Recent items and Search view so that you can see the document properties that you really need. Here's how to do it. 1. Open OneNode's main panel Open On...

OneNode's Search tool Searching for documents can be a daunting task, especially when you're dealing with a large volume of information, but with OneNode you'll never want to look back. Open OneNode and Search away! Simply ope...

OneNode's powerful Browsing tool Get ready to explore OneNode's game-changing Dynamic folder Browsing feature—a tool designed to transform the way you navigate and organize your Pipedrive documents like never before! 1. Introduction 2. Open ...

If you are not able to see the OneNode panel in the Deal, Organization, or Person detail views, you may need to check your Sidebar preferences and either reveal it in case it's switched off, or bring it up higher on your sidebar for easy use.

Yes! OneNode will notify you that the URL is already linked to other detail views but you will still be able to add it. 

OneNode will prompt a warning. Deleting a field type will permanently remove any data entered to this field on this type. This field data cannot be recovered.