Based on feedback we received from you, we have made changes to improve the accuracy of servicing estimates in the Borrowing Capacity Calculator. 

These changes effect the expense categories "Living Expenses", :"Education" and "Insurance" which have been consolidated into:

• Basic/Standard Living Expenses
• Additional Living Expenses

When you create a calculation from an opportunity, living expenses will be repopulated into the categories "Basic/Standard" and "Additional" Living Expenses.

See the Connective Wiki for more information on Living Expenses. 

Please note that existing calculations will not be effected by these changes, though you may consider recreating them to regenerate the living expense categories. 

From Friday (July 30th 2021) when you click on the Compliance tab in Mercury 5 you will be automatically redirected to the Compliance tab in the CRM App.

The Compliance tab in the Nexus CRM App replicates the same functionality as Mercury 5. 

Learn more about the Nexus Compliance Tab on the Connective wiki.

This is the next step in moving 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.  

We have expanded the Audit Log in the CRM to include all activity across the CRM and Client Centre. 

Now when you visit the History tab on your Opportunity, you will see the Client Centre Activity Tab. This shows the times the Client Centre has been accessed for that opportunity, and which individual records and sections were edited in each session.

You can then click on a record to view: 

• The name of the record that was updated (e.g. Employment, Identification)
• The name of the person that accessed the Record (e.g. Broker, Client)
• What was updated
• When it was updated
• The Old value and the New value

To make things easier we have also added an Audit History button on each of the following records in your CRM: 

• Employment
• Identification
• Living Expenses
• Assets
• Liabilities
• Questionnaires

This button will show you at a glance when the record was last updated, what changed and by whom. 

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.