Client Portal updates – Progress bar and overview page
In case you missed it, we recently launched the new Client Portal in Mercury Nexus and thanks to your feedback, we’re rolling out regular enhancements to make it even better.
Here’s the latest:
Progress bar
We’ve added a progress bar so your clients can quickly see where they are in the workflow, what’s completed, and what’s still ahead, and it’s visible at the top of every page.
Overview page
Your clients can now access a progress overview page from the dropdown menu near their name, showing all the modules in their request.
This page highlights what’s been done, what’s underway, and what’s next. They can jump straight into any module with a single click for a smoother experience.
Additional updates to your client’s experience:
- We’ve streamlined the personal details module to make it quicker and easier for your clients to complete.
- Clients who have no records of any properties and mortgages, debts, and support payments and other income, can now skip this module and go straight to the next.
- Improved helper text added for mandatory assets to make things clearer and reduce confusion.
Your feedback is key to shaping the final version of the portal and ensuring it continues to meet your clients’ needs. Please continue to share your feedback with clientportal@connective.com.au.
To learn how to access the new client portal and start using it, please refer to this Wiki article.
