Add or replace an image in your email templates

Adding a banner image to your emails can be a great way to make them stand out. With Mercury Nexus you can easily customise email images and templates to suit your business.

To load an image into an email:

1. Navigate to Admin from the Mercury Dashboard.
2. On the left hand menu, select CRM settings and click on Email Templates.


3. Click on the + to add a new template, or click on an existing template to edit
4. Click on More Rich
5. Click on the Image Icon
6. Search for any image you would like to use - this could be from a Google image search, your website etc.
7. Right click on the image, and click on Copy Image Address.
8. Go back to your email template and paste the Image Address into the image link field.
9. Your image will appear, and you can adjust the size to fit your email.

If you would like to use your own images, you can upload your images to an image hosting platform and then repeat the same process above. Some Image Hosting platforms we recommend are:

You can learn more about loading images into your email templates here

The simple way to create your CPD report

Did you know you can export your CPD register in Mercury into a easy to manage record sheet?

To create a CPD report:

  1. Open the CRM app and select Compliance from the main left-hand menu.
  2. Select PD Register from the top menu.
  3. Click Launch Record Sheet and choose either:
    • Current session - to create a report for the current year.
    • Previous session - to create a report for the previous year.
  4. A CPD Record Sheet will open in a new tab in your browser.
  5. Right click your mouse and choose Print.


Good CRM data management saves you time and money.

Duplicate records in your CRM can cause problems with reporting and correspondence. In the CRM, there is an easy report you can download that shows your duplicate records.

To generate the report:

  1. In the CRM app, select Reports from the main left-hand menu.
  2. Open the Custom Report tab from top menu.
  3. Choose Master: Duplicate People from the Report Name list.
  4. Click Download Report.

To remove the duplicates, search for each duplicate people record. Select the most relevant people record and delete the other(s).

You can find further information on how to manage duplicate records here, on the Connective Wiki.

Simplify your questionnaires with conditional questions

Conditional questions allow you to configure follow up questions based on an answer given.

For example, you create a question "Are you a tax resident of a foreign country?" with two responses "Yes" and "No."

You then create the conditional question "please provide your country of tax residency and your citizenship status?" which will only display when "Yes" has been selected.

How do I make a question conditional?

  1. Open the Admin app and select CRM Settings from the main left-hand menu.
  2. Click on Questionnaires in the top menu.
  3. Select the relevant questionnaire and double click to open.
  4. In the Modules and Questions tab, open the module and double click the question to open.
  5. Check the Disable by default box.
  6. Use the Enable when drop-down to Select Question.
  7. Use the Select Answer drop down to record the trigger answer.
  8. Click Close.

Note. You will need to log out of Mercury Nexus for the change to take effect.

You can learn more about conditional questions here, on our Connective Wiki.


Stay up to date and minimise distractions by managing notifications

Did you know it can take around 25 minutes to get back on track after a distraction? Good notification management helps productivity.

In Mercury Nexus, you can control how and if you receive notifications for:

  • Client Centre Accessed
  • Credit Report Received
  • Client Centre Progress Updated
  • Client Centre Submitted
  • Document Uploaded
  • Disclosure Documents Requested
  • Opportunity Status Updated
  • Task Updated
  • Task Completed

You can manage your notification as follows:

  1. Open the Admin app and select My Details from the main left-hand menu.
  2. Navigate to Notifications in the top menu.
  3. Use the drop-down to toggle between the notifications available for the Client Centre, Doc Centre, Commissions, Opportunities and Tasks.
  4. Use the check boxes to select if you would like to receive a notification via the Notification Centre, Email and/or SMS.
  5. If you check Client Centre Progress Updated, you will receive notifications for every change the client makes in the Client Centre.
  6. Navigate away from the tab to save your changes


How Separate Requests work for the Client Centre

When an applicant is disabled from a Client Centre request, the information that's stored on their Person record (personal details, address and employment details) is hidden from view of the enabled applicants. 

It's important to note that the Opportunity information is not. 

This means that financials details such as Living Expenses, Other Incomes, Assets and Liabilities are visible to all applicants on the Opportunity. 

This is because these details are shared for the application.

How is this changing? 

The next release of the Client Centre will allow you to nominate whether all applicants on the opportunity can see the financial data or whether only applicants on the Client Centre request can see it. 

This next enhancement will allow you to use the Client Centre in even more scenarios. We'll update Nexus News when it's live!

Visit the wiki for more information. 

Export your data to Excel

We understand at times you may wish to use your data outside of our platform. That's why we've made it easy for you to export it.

How to export data from a table in Mercury:

  1. Run a search.
  2. Right click anywhere in the search results.
  3. Select the Export option.
  4. An Excel file will be downloaded by your web browser. Open or Save the file.

If you're exporting data from People or Opportunities you will only get the first 100 records (the first page). We suggest you use the Export to Excel button instead as it has been designed specifically for exporting data from these sections. If you're exporting data from anywhere in the commissions app you will get all pages using the right-click export to Excel function.

How to export People and Opportunity data using the Export to Excel feature:

  1. Run a search.
  2. Navigate to the Export to Excel button in the top menu.
  3. Choose All to download the complete search or Selected to download the highlighted section.
  4. An Excel file will be downloaded by your web browser. Open or Save the file.

Visit the wiki to learn more: https://support.connective.com.au/hc/en-us/articles/360052114293

Determine borrowing capacity for Connective Affinity

If you are looking for additional funds on a refinance, you can quickly determine maximum loan amount for Connective Affinity using the Borrowing Capacity tool located in the CRM dashboard.

To do this:

1. Select +Borrowing Capacity from the top menu in the CRM app.

2. Enter the client details - keeping in mind the LVR must be no higher than 75% (as of December 2021).

3. Click Calculate to reveal lenders on the right-hand side panel.

4. Select Connective Affinity to view the maximum amount.


Display information the way you want to

Mercury Nexus is designed to work with your processes; not complicate them. Save time scanning records by displaying Opportunity, People, Company and Task home page information in a way that suits your personal preferences.

Not only can you select which columns are displayed, but you can also personalise the size and order of columns, apply filters to individual column data and pin them to the left- or right-hand side. The best bit, Mercury Nexus remembers your preferences, so the next time you log in it will be set up just the way you like it.

To select which columns are displayed

- Navigate to the table header.

- Hover your mouse over the right-hand side of any column.

- Open the menu and choose the column selection icon.

- Check the boxes for the columns you want to be displayed.

- Navigate away from the page be selecting another tab in the left-hand menu to minimise selection panel and save your preferences as the default view.


To learn more visit the Connective Wiki: https://support.connective.com.au/hc/en-us/articles/1500002925102-Using-the-Grid-and-Column-View-options

Easily filter lenders

By default, all of Connective’s panel lenders are displayed in Mercury Nexus, however you can easily customise this to suit your business.

Filter lenders when completing product comparisons

Launch the CRM or Research app and select Product Search or Product Comparison from the menu on the left.

Select +Product from the top menu. Navigate to the filter icon next to the Lenders dropdown.

From here you will be taken to a popup screen where you can choose which lenders appear in your product comparisons.

 

It’s important to note that Mercury Nexus saves these filters and they will be applied to subsequent product searches unless you update it.

You can also control which lenders are available for your partner group.

Navigate the Admin app and select CRM Settings from the main menu on the left. Navigate to Filter Lenders on the top menu. From here you can easily select the lenders you want to appear in Mercury Nexus.  

Use the drop-down menu to toggle between Residential, Commercial and Asset finance lenders.

Note: By unchecking a lender, it will no longer appear for any members of your partner group.

You can learn more via the Connective wiki here: https://support.connective.com.au/hc/en-us/articles/900006356603-How-to-manage-which-Lenders-appear-in-Mercury-Nexus-using-Filter-Lenders


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