Introducing an easier way to re-trigger auto-actions in your opportunities.

You can now re-run the auto-actions linked to the current opportunity status — no need to change statuses or disrupt your workflow.

Here’s what’s new:

• Re-trigger actions for the current status at any time
• Skip the hassle of switching between statuses just to re-run actions
• Keep your opportunity status history clean and accurate

Just click Re-Trigger Auto-Actions, review the actions, and you’re done.

Now available in the Details tab of the opportunity.

We’ve just launched Connective AI, an industry-first tool that finds lender policy answers in seconds.

No more digging through multiple guides. Just click, ask, and get instant answers to the policy questions that matter.

It’s fast, easy, and available now in the CRM and Research App.

https://wiki.connective.com.au/en/articles/40786-connective-assistant-ai

We know how important it is for you to capture detailed notes on your Opportunities, People, and Companies. Whether it's recording key client updates, internal commentary, or anything else that helps you stay on top of your work, your notes are essential.

Until now, there’s been a character limit on these notes to ensure they could be safely sent as emails through your email service provider. But we understand that not every note is meant to be emailed. That limitation made it harder to store the full context when all you wanted was to keep a record.

That’s why we’ve made an important update to give you more flexibility.

What’s changed

You can now write up to 256,000 characters in your notes, as long as the “Send as Email” checkbox is not selected.

Here’s how it works:

• If “Send as Email” is not ticked, you can write long-form notes, up to 256,000 characters, to store in the CRM.
• If you later decide to send that note as an email, and it exceeds the 64,000 character limit (the maximum allowed by email providers), you’ll see warning message.
  and the Send button will be disabled.
• Once the note is reduced to within the 64,000 character limit, the message will disappear and you’ll be able to send it as an email.

What this means for you

• More flexibility to store longer, richer notes when you're not emailing them.
• Better documentation across opportunities and contacts, without worrying about limits.
• Email-safe guardrails that step in only when needed.

We made this change because of your feedback, and we're always listening. This is one of many enhancements we’re working on to make your experience smoother and more efficient.

We’d love your feedback! Share your thoughts and suggestions via the Idea Portal to help us make Nexus CRM even better.

Mercury Product Team

To enhance efficiency and consistency, we have consolidated the Needs Analysis questionnaire on Mercury Nexus. Effective immediately, please select “Home Loan – Needs Analysis” for all opportunity types. This change simplifies the process, ensuring a more streamlined and uniform approach to client assessments.

If you require any further information or assistance, please do not hesitate to contact our support team.

A new enhancement to the Client Centre ensures a more streamlined and secure document upload process for opportunities with multiple applicants. This update improves the user experience by allowing each client to manage their own document requests independently while preventing premature submission.

Key Enhancements

1. Personalized Document Request View

   • When multiple applicants are part of a Client Centre request, each client will now see a “Provide Requested Documents” card under their own section.
   • The document request tile will no longer appear as a shared section at the top of the main page, ensuring clarity and reducing confusion.

2. Restricted Access to Other Applicants' Documents

   • Clicking on the document request card will now only display the client’s own document requests.
   • Clients will no longer see or be able to upload documents for other applicants in the opportunity.

3. Green Submit Button Behavior Change

   • The Submit button will remain disabled unless at least one document has been uploaded.
   • This ensures that incomplete document requests cannot be submitted prematurely.

New Submission Rules

• If only a document request exists in the Client Centre, at least one document must be uploaded before the Submit button is enabled.
• If a document request and “Documents Shared With You” exist, at least one document must be uploaded before submission is allowed.
• If the Client Centre includes other sections (e.g., Financials, Personal Details, etc.), submission will only be enabled once all sections are complete and at least one document is uploaded.

For opportunities with multiple applicants:

• A document request is considered done only when each applicant has uploaded at least one document.
• The Submit button will only be enabled when all applicants in the request have uploaded at least one document each.

What This Means for your Clients

This enhancement provides a clearer, more structured document upload process, ensuring that:

• Each client only sees and manages their own document requests.
• Documents cannot be submitted on behalf of other applicants.
• Incomplete submissions are prevented, ensuring all required documents are provided before final submission.

This update simplifies the Client Centre experience, making it easier to track document completion while maintaining security and accuracy across multi-applicant opportunities.

We’d love your feedback! Share your thoughts and suggestions via the Idea Portal to help us make Nexus CRM even better.  

Mercury Product Team

A new enhancement to the CRM system provides more control over the Client Centre by allowing individual previews for each applicant. 

This update refines the existing functionality, making it easier to view the Client Centre exactly as each applicant will experience it.

Previously, the "Launch Client Centre" button opened the Client Centre view for the primary applicant by default. With this enhancement, the button now includes a dropdown menu displaying all applicants who have been added to the Client Centre request. This allows you to select and launch the Client Centre for any specific applicant, ensuring that names, modules, questionnaires, and other details appear exactly as they will for that individual.

This update does not change the core functionality of the Client Centre but introduces a more precise way to navigate and manage applicant views. 

By offering a direct preview for each applicant, it provides greater control and ensures a clearer, more accurate representation of their Client Centre experience.

We’d love your feedback! Share your thoughts and suggestions via the Idea Portal to help us make Nexus CRM even better.

Mercury Product Team

At Connective, we are committed to providing you with the most effective tools to support your clients. We’ve made significant updates to the HTML Borrowing Capacity Calculator embedded on your website. These enhancements improve accuracy, increase flexibility, and ensure a better user experience, all with no action required on your part.

What’s New?

1. Net vs Gross Income Selection

• You can now toggle between Net and Gross income when entering financial details.
• The income fields dynamically adjust based on the selection, displaying either “Your Net Income” or “Your Gross Income”.
• Tooltips have been added to clarify the difference for your clients.

2. Additional Financial Inputs for Greater Accuracy

• A new Living Expenses field allows users to manually enter estimated living costs.
• If the entered living expenses exceed the national Household Expenditure Measure (HEM) for the selected state, the calculator will automatically use the higher value for a more precise borrowing capacity estimate.
• A state selection dropdown (NSW, VIC, QLD, WA, SA, TAS) ensures the most relevant HEM values are applied.

3. Improved User Interface and Clarity

• The layout and functionality have been refined for better usability and a more professional experience on mobile and desktop.

What This Means for You

These updates have been automatically applied, and the calculator on your website is now more accurate, more flexible, and easier to use, with no changes required on your end.

Summary of Enhancements

✔️ Net vs Gross Income Toggle
✔️ Manual Living Expenses Input
✔️ State-Specific HEM Values
✔️ More Accurate Borrowing Capacity Calculations
✔️ Enhanced UI & Version Updates

These improvements ensure that you and your clients benefit from a more precise and reliable borrowing capacity assessment.

We’d love your feedback! Share your thoughts and suggestions via the Idea Portal to help us make Nexus CRM even better.  

Mercury Product Team

We’re excited to introduce a new feature that gives you more flexibility and control over task due dates when changing an Opportunity Status.

Previously, auto-action tasks were assigned due dates based on predefined settings and offset days, but now, you can override these dates directly in the status change modal, before you trigger the actions. This ensures that tasks align with your needs, eliminating the need for manual date changes and making workflows more scalable.

What’s New?

Opportunity > Status Change Modal:

• A new ‘Due Date Override’ column has been added, allowing you to manually adjust a task’s due date when changing an opportunity status. You will still see the calculated date based on your setting in the Admin > auto-actions section.
• If a task template has an Offset Dependency, the system will pre-calculate the due date as usual.
• However, if you enter a manual date in the Due Date Override field, it will replace the system’s default date.
• A tooltip is available for guidance: “Once specified, this date will override the Offset Dependency and default date settings, becoming the task's due date.”
• If no override is provided, the system will use the default offset-based due date.

Admin App > CRM Settings > Task Templates:

• A new ‘Status Change Effective Date’ option is available for Offset Dependency when setting up task templates.
• When selected, the system will assign the task due date based on the scheduled status change date.
• If an offset is applied in the task template settings, it will automatically adjust the due date accordingly.

How It Works:

1. When you schedule an opportunity status change, auto-actions will generate tasks with system-calculated due dates.
2. In the status change modal, you can override these due dates before confirming the status update.
3. If you don’t override them, the system will apply the offset dependency rules from the task template settings.
4. This feature allows you to ensure all tasks align with your scheduling and operational needs.

Why This Matters?

• More Control: Set due dates that better reflect your workflow rather than relying solely on system defaults.
• Eliminates Manual Changes: No more adjusting task dates manually after they’ve been created.
• Greater Flexibility: Your auto-action workflows are now more adaptable and scalable.

This update is now live! Start using it today by navigating to the Opportunity Status Change modal and making the most of the new Due Date Override feature.

We’d love your feedback! Share your thoughts and suggestions via the Idea Portal to help us make Nexus CRM even better.  

Mercury Product Team

We are introducing two new mandatory fields for all Payee accounts in the Commissions App: Phone Number and Email Address. These fields must be correctly set by you for your Payees, as they will soon be required to receive a One-Time Passcode (OTP) to log in and access their commission statements.
This update aligns with Connective’s commitment to enhancing security and protecting financial records.

To ensure that multi-factor authentication (MFA) and other communications are functional, you must now provide an email address and phone number when adding or editing a Payee account.

Key Enhancements:

• Email Address: Must be entered in a valid email format and is required before saving the Payee record.
• Phone Number: Is required before saving the Payee record.
• Existing Payee Records: If you open an existing Payee record, you will not be able to save it unless both the email and phone number fields are populated.

Impact on Commissions App > Manage Payees > Edit/Add New Payee

• These new fields will now appear in the Payee record form.
• You must enter a valid email address and phone number before saving the record.
• If either field is missing, you will be prevented from saving changes.
• This ensures that Payees have the necessary details set up for secure login via OTP verification.

Benefits of This Enhancement

• Increased Security: Strengthens the login process with OTP verification.
• Improved Future Communication: Ensures Payees receive important notifications regarding their commissions.
• Compliance with Best Practices: Aligns with Connective’s security standards for financial data protection.

You should review your existing Payee records and ensure that valid phone numbers and email addresses are provided for each Payee.

We’d love your feedback! Share your thoughts and suggestions via the Idea Portal to help us make Nexus CRM even better.  

Mercury Product Team

We are pleased to announce a new feature enhancement in the CRM that improves the visibility of questionnaire responses within the Opportunity module. 

You will now be able to see which client has answered each section of the questionnaire, making it easier to track client input, ensure data accuracy, and facilitate follow-ups for completion and corrections.
This new functionality introduces the ability to associate client names with questionnaire responses, enhancing transparency and usability for you.

Key Enhancements:

• Identifying Respondents in Questionnaires: Each section/module of the questionnaire will now display the full name of the client who provided responses.
• Multiple Clients Support: If multiple clients are linked to an opportunity and were added to the questionnaire, their names will be shown individually for each module they have answered.
• Improved Merged Templates: When questionnaires are merged into templates, the responder's name will be displayed to each answer, ensuring clarity in responses.

Impact on CRM > Opportunity > Questionnaire Panel

• The questionnaire panel now includes client names next to each module heading.
• If a questionnaire is sent to multiple clients, each module will show the respective client’s name to indicate who provided the response.
• This applies only to modules classified under Applicants, where responses are required from all linked clients.
• Previously, you could not determine which client answered each module, making it challenging to verify the information.

Impact on CRM > Questionnaire > Merged Templates

• When questionnaires are merged into a document, each response will now include the client’s full name.
• Regardless of whether multiple answers exist in one cell or each client’s response is recorded separately, the responder’s name will be prepended to the answer.
• This change ensures you can easily distinguish responses from different clients.

Benefits of This Enhancement

• Greater Clarity: You can immediately identify who provided each response.
• Improved Efficiency: Reduces back-and-forth communication to confirm client inputs.
• Better Client Engagement: Ensures accurate representation of client responses and facilitates personalized follow-ups.
• More Accurate Documentation: Merged templates will now provide a clear attribution of responses, improving data integrity.

This feature is now live and requires no additional setup. You can begin utilizing it immediately within your CRM workflow.

We’d love your feedback! Share your thoughts and suggestions via the Idea Portal to help us make Nexus CRM even better.  

Mercury Product Team