Release date: 25/06/2021

The team is hard at work on a range of new features and improvements throughout the platform. This week, the team has been focused on a number of initiatives not quite ready for release yet. 

CRM

Updates

• In the grid view of people records, you can now merge an email to all people records. This replicates what was available in Mercury 5.

Fixes

• In the source data tab of the business statistics report, there was an issue where the days since last status change column was displaying the date of the last status change, not the number of days. This has been fixed, with the column displaying the number of days since the last status change.
  
  
• In the lodgements tab of an opportunity, there was an issue where the number of lodgements was not being displayed in the navigation. This has been fixed, with the total number of lodgements displayed.
  
  
• In the emails tab of the database activity report, there was an issue where the horizontal scroll bar would disappear when previewing an email. This has been fixed, with the scroll bar remaining when previewing an email.
  
  
• In the compliance tab of an opportunity, there was an issue where the preview resizing tool was pushed all the way to the right, making the preview unavailable. This has been fixed, with the preview resizing tool defaulting to the middle of the page in all instances.
  
  

Research

Fixes

• In the commissions tab, there was an issue where the RCTI preview was dropping off the bottom of the screen, meaning that you were unable to view the totals at the bottom of the screen. This has been fixed, with the totals now displaying correctly at the bottom of the screen.
  
  
• In the borrowing capacity tab, there was an issue where you were unable to scroll down the left panel when the borrowers and/or assets went below the bottom of the page. This has now been fixed, with the scroll bar available when the borrowers and/or assets are below the bottom of the page.

Release date: 18/06/2021

The team is hard at work on a range of new features and improvements throughout the platform. This week, we are excited to announce the release of the new product search layout.

CRM:

Updates

• In the grid view of people records,  you can now merge an email to all people records. This replicates what is available in Mercury 5.

Fixes

• On an opportunity record, there was an issue where the number of lodgements to Apply Online was not displaying on the lodgements tab of the opportunity side navigation. This has been fixed, with the number of lodgements showing in brackets in the side navigation.
  
  
• In the database activity section of reports, there was an issue where the scroll bar would disappear if the item in the preview pane was longer than a page. This has been fixed, with the scroll bar remaining.
  
  
• In the compliance tab of an opportunity, there was an issue where the stamp button when used in the attach as evidence modal was not adding the user's name. This has now been fixed, with the stamp button adding the user's name.
  
  

Research:

Updates

• In the product search, we have updated the layout of the search filters. The new layout displays more options on the screen, giving you a clearer view and saving you clicks. Check out Nexus News to find out more.

Fixes

• In the funding position, there was an issue where real estate assets labeled as investment would map to the funding position as owner occupied. This has been fixed, with the correct real estate asset type mapping to the funding position.

Based on your feedback we have updated the layout of the Product Search. 

The new layout displays more options on screen, so the filters are clearer and you can save a few clicks.

Updates to apply consistent column widths will follow shortly.

And be sure to keep an eye on Nexus News and the Mercury Tips and Tricks group to see more coming down the line for Mercury Nexus.

From the Statements tab, select your RCTI Summaries (shift+click to select multiple) and click the Download RCTI Summary button.

Keep an eye on Nexus News and on the Mercury Tips and Tricks group to see what new  features and improvements we have coming down the line for Mercury Nexus.

Release date: 11/06/2021

The team is hard at work on a range of new features and improvements throughout the platform. This week, we are excited to announce the release of the bulk downloading of commission statements feature.

CRM

Fixes

• In the notes section of a task, there was an issue where adding a note to a task, then quickly completing the task would cause the notes on the task to not save. This has now been fixed, with notes saving correctly on the task in any scenario.

Commissions

NEW Feature

• Similar to the new functionality in the attachments section of CRM, you can now download multiple commissions statements at once from the statements section of Commissions! Simply select multiple statements and click the  'Download RCTI Summaries' button.

The Client Centre now has it's own summary merge template. 

When merged you can pull all of the data in the Client Centre into your template for printing, storing or sending to your client.

The Client Centre Summary merge template is available from the merge document list, under loans:

To learn more visit the Connective Wiki. 

Release date: 04/06/2021

The team is hard at work on a range of new features and improvements throughout the platform. This week, we are excited to announce the release of the bulk downloading of attachments and preview splitter features.

CRM

New Features

• You can now download multiple attachments at once from the attachments grid in an opportunity! Simply select multiple attachments at once and click the 'Bulk Download' button. For more information, check out the wiki.
   
• We are excited to announce that the splitter has been rolled out across CRM! The splitter allows you to adjust the size of the preview pane in attachments, notes, tasks, questionnaires, and the compliance BID workflow. Simply dragging the grey bar between the grid and preview pane will allow you to adjust the size of the preview pane to suit your needs.

Updates

• The Property Details section has been added to the Property opportunity type. This replicates what is currently available in Mercury 5.

Fixes

• There was an issue where creating a referral to Allianz would bring up the modals in the wrong order. This has been fixed, with the modals displaying in the correct order.
   
• There was an issue where adding or editing notes on a task would not immediately update the notes on the task. This has been fixed, with the notes on the task updating correctly.

Research

Fixes

• In the product details modal, there was an issue where the product features list would display outside of the product details modal. This has been fixed, with the product features displaying correctly in the modal.

Admin

Fixes

• In the birthday SMS template editor, there was an issue where accessing the editor would cause the Admin app to crash. This has been fixed, with the birthday SMS template editor not crashing the Admin app.

We've added a splitter to the notes, tasks and attachments tabs in the CRM.

Simply pick up the centre line between the grid and the preview area and drag it across to the left to expand the preview area. 

You can also expand the grid by dragging the centre line to the right.

You can now download multiple attachments in one go from Mercury Nexus. 

Simply head over to the attachments tab on your people, opportunity or company records to check it out for yourself.  

We're thrilled to bring you this feature as it was one of the most voted features in the Mercury Ideas Portal.  

Visit the wiki for a run through and keep an eye on the Mercury Tips and Tricks group to see what new  features and improvements we have coming down the line for Mercury Nexus!

Bulk downloading of Commissions Statements is right around the corner - keep an eye on Nexus News to find out when it's available!

Release date: 28/05/2021

The team is hard at work on a range of new features and improvements throughout the platform. Most of the projects from last week are not quite ready for release yet, as such the release notes are a little slim. In the next week, we'll be sharing some more information on our new printable Client Centre summary, the ability to bulk download items from attachments, and the splitter that's been added to attachments, notes and tasks.

CRM

Fixes

• In Kanban, there was an issue where opportunities that are not included in 'My Workspace' were appearing in the Kanban when scrolling down the column. This has been fixed, with only items in 'My Workspace' appearing in the Kanban when the filter is active.

 Research

Fixes

• In the funding position, there was an issue where updating the LVR field would not automatically update the loan requested field in the overview. This has been fixed, with the loan requested field automatically updating when the LVR field is changed.