Update - Microsoft 365 Global Issue
Microsoft has advised that services have been restored and access to their programs is now available.
As such, all impacted services in Mercury Nexus are now available once again.
Keep up to date with all things Mercury Nexus!
Microsoft has advised that services have been restored and access to their programs is now available.
As such, all impacted services in Mercury Nexus are now available once again.
Do you use Office 365? You can link your emails to Mercury Nexus. This allows you to easily add email correspondence to Opportunity Records and also use Mercury Nexus to send emails, rather than switching between two platforms.
How do I integrate my Office365 with Mercury Nexus?
How do I add an email to an Opportunity Record?
You can find further information about integrating Office365 with Mercury Nexus here via the Connective Wiki.
Did you know you can create a note on an opportunity record from the Kanban Board, instead of going into an opportunity record?
To add a quick note:
How do I add an image to my image library?
Your image will now appear in your images folder.
How do I add an image to my email template?
Your image will appear, and you can move and scale the image to the size and position you need.
You can learn more about loading images into Mercury Nexus via the Connective Wiki.
From today, all applications with MA Money, with no longer be submitted via ApplyOnline.
When you submit an MA Money application, you will see the ApplyOnline button is greyed out. Please click on the LoanApp button.
Any MA Money applications currently with ApplyOnline, will continue to be processed through ApplyOnline.
If you have any questions, please reach out to the Mercury HelpDesk or your Broker Support Manager.
Lead Sources can be found on the Opportunity record and are used to track where your business is coming from. You can add, delete, rename and filter your lead sources. You can also choose which Virtual Branch the Lead Source is available and assign an opportunity to a Lead Source for reporting purposes.
How do I set up a lead source?
How do I assign a lead source to an Opportunity?
You can then use the Lead Source report to understand how many leads come from each source and the value of each lead source. Learn how to generate a lead source report here.
Your email signature is an important element of your marketing campaigns. It shows your brand personality, introduces the person behind emails, and provides necessary contact information.
To include a signature block on emails sent from Mercury Nexus you must first configure your Email Profile. Once configured your email profile will automatically appear in any emails you send from Mercury Nexus.
How do I add an email signature?
You can toggle between Preview and Edit Details using the tabs.
Note. For changes to take effect you will need to login out and back into Mercury Nexus.
EXPERT TIP: Hold down Shift when pressing Enter for single spacing between lines.
You can learn more about setting up your email signature here via the Connective Wiki.
Keeping track of emails sent from your company can be a big task. Use the Emails report in Mercury Nexus to view all emails sent from your staff without the need to be cc’d on every email.
An email report will show you:
How do I generate an email report?
You can learn more about reporting here via the Connective Wiki.
Records that are deleted in error can be restored back to your database. You can restore the following types of records: Person, Opportunity, Tasks, Notes and Task Templates.
To do this:
Note: There is no option to permanently delete records from the Recycle Bin for Compliance reasons.
You can learn more about deleting and restoring records on the Connective Wiki.
We’ve listened to your feedback, and added a new feature into the Opportunity report in the Analytics App. All data tables now have a ‘link to opportunity’ button. This means you can go directly to the opportunity record from the Analytics app table.
Further information on the Analytics app can be found via the Connective Wiki.