The Client Centre is getting a face lift. With all the functionality you know and love, this new version will simplify the user experience with a brand-new modern interface.

You will be able to personalise the look and feel of the Client Centre, by selecting primary, secondary and highlight colours to better reflect your brand via the Admin app.

We will be providing more details, including videos, wikis and screenshots next week, so that you can prepare your clients for the change. 

This is just one of the exciting updates we have planned for the coming months. Be sure to subscribe to Nexus News to stay up-to-date.

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

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

.

The majority of Connective brokers are already experiencing the benefits of Mercury Nexus, which replicates and expands on the core functionality of Mercury 5 in a newer, more modern layout.

However, we know that a small number of you are yet to make the switch and you're busy this time of year; so we've decided to extend the life of Mercury 5. 

You will be able to continue using Mercury 5 until 31 January 2022. After this, it will no longer be available. 

If you need help moving over to Mercury Nexus reach out to your Broker Support Manager.

We implemented a change to the Kanban and Sales Funnel Report that now requires you to nominate your statuses when you load the Kanban for the first time. These statuses will then be remembered every time you reload the Kanban.  

This morning when the feature was released we had an issue where only 15 statuses were displaying. 

This has since been resolved.

Did you know you can use the Admin app to add and disable users; edit contact details, modify access level and reset passwords for Mercury Nexus users?

To add, edit or delete a user, navigate to the Admin app and select Manage Users from the main menu on the left. From here you can do the following:

Set up a new user

1. Open a new tab to create a new user.

2. Fill in the relevant details. Be sure to add a valid email address and mobile number as this will be required to reset the user’s password.

3. Click Create User. You will need to create an initial password using the Set Password button. Make note of the User ID – this is the new user’s login ID.

4. Set the relevant access level/s by ticking the appropriate box/boxes under Roles.

5. If the user will be working from a Virtual Branch. Use the Select Branch drop down to select the applicable branch.

Set/ modify Access levels

1. Select the name of the user you wish to modify.

2. Ensure the Mercury Access Approved box is ticked. 

3. Set the relevant access level/s, by ticking the appropriate box/boxes under Roles.

4. Select the appropriate Access Group.

Disable user 

1. Select the name of the user you wish to disable.

2. Untick the Mercury Access Approved box. The user will now be moved to the Inactive Users folder.

Please note: You need to have Partner Level access to perform these tasks.

You can find more information about this via the wiki: https://support.connective.com.au/hc/en-us/articles/360051622534-How-to-Create-and-Manage-Mercury-User-Accounts

You can now view your broker accreditations from an Opportunity.  

When a broker is added as the advisor to an Opportunity, lender accreditations can be viewed by selecting the drop down to the right of the name. 

You can now quickly find business details from your Opportunity.

The Contacts tab, located in the sub menu on the left, will now display a company contact card containing the business address and phone number.

We're continually improving Mercury Nexus to save you time and make running your business smoother. 

You can now send the same SMS text message to multiple numbers from within Mercury Nexus.

When you process a SMS auto action, simply add the additional phone numbers you wish to send the message to, separating each with a semi colon. 

Your message will be sent to all the numbers listed. 

You can now personalise your Mercury Nexus view and move columns to the order that suits you best. Mercury Nexus now automatically remember these preferences the next time you visit. 

This is just another example of how Mercury Nexus saves you time and allows you to work the way you want to.