Questionnaires attached to an opportunity are now editable within Mercury Nexus, whereas previously, they could only be previewed. To complete or update a response, you needed to use the Client Portal or wait for your client.

What's changed 

The questionnaire view on the opportunity is now a working form. You can complete or edit any questionnaire attached to the opportunity in place: 

• Any questionnaire, any time: whether or not a Client Portal request has been sent, including after it's gone to the client. This covers both Connective-provided questionnaires and ones you've created. 
• Same questions, same logic: follow-up questions show and hide exactly as they do for your client in the Client Portal. 
• A clear record: the activity log shows whether each change was made by a Mercury Nexus user or by the client. If you and your client both edit an answer, the most recent change is kept. 

Why it matters 

If you already have the information, you can enter it directly without waiting for your client or leaving Mercury Nexus. Small corrections no longer require resending requests, helping applications progress faster.

Where to find it 

Opportunity > Questionnaires

Read the full guide: https://wiki.connective.com.au/en/articles/87816-editing-questionnaires-from-an-opportunity