We've fixed the extra line that would be added in emails and notes when you started a new Paragraph so that you can create good looking, easy to read emails and notes. 

Welcome to your monthly digest on what's currently in development and due to be released over the coming weeks. 

CRM/Client Centre Updated Audit Log

new feature

We have been expanding the data captured in the CRM Audit Log to include all Client Centre activity, so you'll be able to stay up to date with who's doing what across your Opportunities. 

Loanapp Integration

new feature 

We've been working on the integration between Loanapp and Nexus so that you can submit to Loanapp lenders easily from Nexus. This feature will work in much the same way as Mercury 5, just with a simplified workflow. 

Grid Column and Preferences 

improvement 

We've been working to improve the layout of columns across all grids in Nexus, so you don't need to resize, add or shuffle columns around and your preferences will be remembered. A few fixes have already dropped, with more just around the corner. 

We'll have plenty more features, fixes and improvements to share with you next month. 

By clicking on the task due date you will launch the date picker where you can easily set a new due date:

We've moved to a new release schedule. Now when new features, fixes, and improvements are ready we release them, instead of releasing a long list of changes once a week. 

This means that the old way of publishing weekly release notes no longer fits. So we'll be letting you know (via Nexus News) as soon as a change is in production and ready for you to use. 

The Nexus News Feed is easy to filter, the posts are easier to digest and it's an all-around better way to stay up to date with all things Mercury Nexus. 

You can learn more about Nexus News on the Connective Wiki.

Have a scroll and keep an eye out for all the new changes coming your way!

From Friday June 16th 2021 when you click on the Commissions tab in Mercury 5 you will be automatically redirected to the Commissions App in Nexus.

The Commissions App in Nexus is a direct replica of the Commissions tab in M5 - with a few added bonuses.

Learn more about the Nexus Commissions App on the Connective wiki.

This is just the first of many changes as we move towards the full decommissioning of Mercury 5 at the end of the year. Contact your BSM to learn more about this date and how you can prepare for a full transition to Mercury Nexus.  

Easily insert paragraphs of text in to your notes, emails and tasks with a few taps of your keyboard using Mercury Nexus Snippets. 

Once set up, simply hit the '@' symbol on your keyboard:

This quick and simple shortcut will save you time when sending Emails, writing up Notes and compiling your Tasks. 

Head over to the Admin App and create your Snippets now:

To learn more about Snippets, visit the Connective Wiki. 

From the Admin App you can customise what notifications you receive and how you receive them. 

You can even set up a dedicated email address to receive notifications!

Head over to Admin > My Details > Notifications to set your preferences:

To set up a dedicated email for notifications, jump across to Partner Details > Notifications, add your email and set your preferences: 

Learn more from the Connective Wiki.

We’ve updated the credit guide and privacy consent merge templates in Mercury Nexus to include our new asset finance and personal loans partner, Money3.

Release date: 02/07/2021

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:

fix 

• In the product section of the Summary of Requirements and Credit Proposal, there was an issue where the repayment frequency was not being merged correctly. This has been fixed, with the repayment frequency being merged in the document.

Client Centre:

Updates 

• In the assets section of the financial profile, the list of assets now matches the Assets - Other section of financials in CRM, giving you a more accurate representation of your client's financial position. 

Admin:

Updates 

• In the General Documents and Merge Templates tabs of Documents, a download button has been added to the grid. This will allow you to easily download documents stored in each tab.