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How can I access OneNode’s main panel

6. FAQ's

After installation, you will always find OneNode on the upper right corner of your Pipedrive space, next to the quick help and sales assistant.   Check out the Finding your way around section for more details

Can I upload the same document to different detail views?

6. FAQ's

Yes, you can upload the same document to the Deal, Organization, and Person detail views. If you are not able to do so, it's probably because that type of document was not setup that way by your admin. In this picture, the Admin has allowed Project Plans to ...

Can I restore files deleted from OneNode?

6. FAQ's

Be cautious when deleting a file from OneNode. While the file will still be available as a Pipedrive file, you'll lose the ability to locate and browse it within OneNode. You can restore it by simply adding it back from a Pipedrive file once more. If you dele...

5. Adjusting Seats

1. Getting Started Subscription management

Increasing the number of seats: Go to settings Select Subscription Click on "Plan" on the left panel Adjust the number of OneNode seats. Click "Save" Note that when the toggle is enabled, seats will be automatically assigned to users who have alrea...

subscription
Admin

4. Invoicing

1. Getting Started Subscription management

Check your Billing history and invoice details by navigating to the Subscription tab and selecting the Invoices on the left panel. If you have any questions about your Billing please contact support@theonenode.io

subscription
Admin

2. Payment method

1. Getting Started Subscription management

Check and update OneNode's payment method at anytime by going to the Subscription tab and selecting the Payment method option from the left panel.

subscription

3. Billing contact

1. Getting Started Subscription management

All payment and usage notifications will be sent to this email address. Ensure it is kept up to date! Go to Settings Select the Subscription tab Click on "Billing contact" on the left panel. Edit the details and click "Save"

subscription
Admin

6. Cancel subscription

1. Getting Started Subscription management

If you wish to cancel OneNode's subscription you can do so by following these instructions. However, we want to ensure that your decision to unsubscribe is not due to any missing details or features. Before proceeding, we kindly ask you to share any question...

subscription
Admin

7. Reactivate your subscription

1. Getting Started Subscription management

OneNode's subscription renews every month. There is no action needed as long as the payment details are valid. If you cancel your subscription by mistake, or wish to reactivate it within the cancellation period (before the last billing cycle ends), simply fol...

subscription
Admin