We are excited to announce the latest enhancement to our CRM Kanban Board: Sorting per individual column!

In addition to sorting your kanban board as a whole, this new feature will provide you with the ability to apply an additional sort per column, allowing you to further optimise your workspace, and prioritise your opportunities. 

Key Benefits Include:

• Enhanced Sorting: Sort each column independently, thus prioritising your opportunities based on what is most important for that status.
• Improved Tracking: Monitor your opportunities with more ease.
• Optimised Workflow: Focus your efforts on what matters most.

How does it work?

Within each column header, you will be able to select from a dropdown of sorting options. Applying this sort will effect those opportunities that are visible for that column only, allowing you to prioritise each according to what is most important to you for that specific status!

We’re excited to share some important updates to the CRM and Client Centre. These changes are designed to simplify data capture, reduce manual entry, and ultimately save you time.

From Wednesday 28 August you will be able to:

• Capture more employment details: Including employer title, first and last name, phone number, and email address for primary and secondary employments, for both PAYG and self-employed clients.
• Select a preferred contact method: A new field has been introduced within the contact’s details to capture their preferred contact method. This can be selected in the CRM and Client Centre.

These details will be automatically populated from your CRM into ApplyOnline, removing the need for you to manually enter the information.

What’s changing for you

• A new section in the employment tab to capture employer contact details.
• An additional field in the contact tab for the preferred contact method.
• Automatic population of these fields from your CRM into ApplyOnline. ‌ 

What’s changing for your clients

• An extra step in the Client Centre under Employment for applicants to input their employer information.
• An additional field in the Client Centre for clients to select their preferred contact method.

Learn more

We believe these updates will streamline your workflow, allowing you to focus on growing your business and supporting your clients.

If you have any questions or need assistance with these changes, please contact your Partnership Manager.

In the fast-paced world of mortgage broking, every moment matters, and interruptions can be a real hassle. That’s why we’re excited to share a new feature in the CRM  that’ll make your life easier: Persistent Open Tabs.

What’s this new feature?

Persistent Open Tabs means that the tabs you have open in the CRM stay open, even if you refresh the page or if the app updates itself. No more wasting time reopening everything—you can just keep working smoothly without missing a beat.

How does it work?

• Keeping tabs open: When you open a tab in the CRM, whether it’s an opportunity, a task, or anything else, Mercury remembers it for you. This way, if you refresh the page, those tabs will automatically come back, ready for you to continue.
• Closing tabs: When you’re done with a tab and close it as normal.
• Logging out/in: For security, your tabs won’t stay open if you log out. When you log back in, you’ll start fresh, ensuring everything’s secure.

 How this will help you:

1. Stay productive: With your tabs staying open, you won’t be interrupted, so you can keep working without losing your place.
2. Save time: No need to reopen tabs after a refresh—just get back to your important tasks right away.
3. Better organisation: Managing multiple clients or tasks? This feature helps you keep everything in order without losing track.

The Persistent Open Tabs feature is a simple, yet powerful tool to help you work more smoothly in Nexus CRM. We hope it makes your day a little easier! As always, if you have any thoughts or feedback, we’d love to hear from you.

Nexus Product Team

As part of our ongoing commitment to enhancing your experience with Mercury Nexus, we will be conducting scheduled maintenance on Tuesday 13th August from 9:00pm - 11:00pm (AEST).

Please note that most functions within Mercury Nexus will be temporarily unavailable during this time. We apologise for any inconvenience this may cause.   

If you have any questions, please contact the Mercury Helpdesk team.

Product tours in beta are now live in in Mercury Nexus. Product tours are step-by-step interactive tours to help guide you through key features in Mercury Nexus.

How do I know what features have a product tour?

 You will see 'Take a tour’ icons on some key features. Clicking on this will start the product tour.

Product tours can be found on the following features:

• Client Centre
• DigiSign
• Borrowing Capacity calculator
• Funding Position calculator
• Product Comparison

Feedback

If you trial a product tour, we would love your feedback! You will be prompted to complete a very short survey in Mercury Nexus after your product tour.

Please be advised that La Trobe Financial will no longer be accepting application submissions via Loanapp from 31 August 2024.

Applications will continue to be accepted via Loanapp until 31 August 2024.

Applications will continue to be accepted via Apply Online and directly with La Trobe Financial.

If you have any questions, please reach out to your Partnership Manager.

We are excited to announce the addition of two powerful new capabilities to the lead capture forms that you can embed on your website.
These enhancements are designed to streamline the categorisation of contacts and ensure seamless integration between your CRM and Connective's Digital Marketing Hub (DMH).
So whether you're wanting to apply a specific category to your new contacts, or you're a DMH user and want the new contact to automatically sync into DMH, you can now do so by applying two lines of code to your existing web form. 

New Features Overview:

1. Contact Categorisation:
   Automatically apply categories to the contact as they complete your web form and enter your CRM. For example, you could apply a category such as 'First Home Buyer' or 'mm-RBA', based off how the contact is engaging with your website and your desired customer journey for them.  

   • Hidden Input Field: You, or you web developer can now add a new hidden input field to the contact forms. This field allows will apply categories of your choice.  
   • Configuration: Your can choose which hidden field categories to apply, by updating the HTML code of the form. See the Implementation Details below on how to setup.
   • Mapping: When this hidden field is added to the contact form, the entered category value will be mapped to the contact’s categories field in the CRM.
   • Case Insensitivity: The category values are case-insensitive, ensuring that variations in capitalisation do not affect categorisation. For example, "Subscriber," "subscriber," and "SUBSCRIBER" will all map to the same category.
   • Semicolon-Separated Values: The field supports semicolon-separated strings, allowing multiple categories to be added to a contact. For instance, <input name="categoryIds" id="categoryIds" type="hidden" value="MM - eMag;MM - RBA" /> will categorise the contact with both an "MM - eMag" and "MM - RBA tag."
     
     

2. DMH Integration:
   You can now choose whether a contact will be synced into the Digital Marketing Hub (DMH) automatically when it completed the web form and enters your CRM. 

   • Hidden DMH Field: An additional hidden input field named addtodmh can be added to the form. 
   • Configuration: The value for addtodmh can be set to "true" or "false." If set to "true," the contact will have the "Add to DMH" checkbox ticked automatically.
   • Default Behavior: If the addtodmh field is left empty, it will default to "false," meaning the contact will not be added to the DMH.

Implementation Details:

• Adding the Hidden Fields:  You can add the following hidden input fields to your existing contact forms:

<input name="categoryIds" id="categoryIds" type="hidden" value="Category1;Category2"/>
<input type="hidden" name="addtodmh" value="true"/>

Then update "Category1;Category2" to reflect what category name you would like to apply to the new contact. 

If you are a Premium DMH user and want the new contact to receive the RBA update, monthly eMag and birthday SMS, and automatically sync to DMH, you would apply the values as follow:

<input name="categoryIds" id="categoryIds" type="hidden" value="MM - eMag;MM - rba;MM - sms;"/>
<input type="hidden" name="addtodmh" value="true"/>

For the full instructions on how to setup your web forms, read more here: Contact us form for website leads

These new features are designed to provide you with greater flexibility and efficiency in managing your leads. By automatically categorising contacts and seamlessly integrating with DMH, you can make your marketing .

As a broker, efficiency and ease of use are paramount. Previously, creating a task required multiple clicks and navigating away from the Kanban board, disrupting your workflow. With this new feature, you can remain within the Kanban board, reducing the need to switch back and forth, and thus, improving your productivity.

How It Works

1. Navigate to the CRM
2. Click on Kanban from the left hand menu
3. Click on the three dots on the top right corner of your Opportunity Tile
4. You will find a new option labeled “Create Task” in the three dots menu on the Kanban tiles, positioned right after the “Create Note” item.

Interactions:

1. Task Creation Modal: If you click on “Create Task,” a task details window will open, allowing you to input all necessary details without leaving the Kanban board. The modal design is similar to the “Create Note” modal, including sections for task details and attachments.
2. Task Association: Once all details are provided, the task will be created for the selected opportunity. You can then close the modal or click on the Close button to return back to the Kanban board.

This feature aims to enhance your task management efficiency, providing a more streamlined and intuitive experience. We believe this will significantly improve your workflow and help you stay organised with ease.

We're taking steps towards future enhancements for the Client Centre. From today, the web address for all new Client Centre requests will be updated 

from: https://newclientcentre.connective.com.au 

to: https://clientportal.connective.com.au

What you need to know:

1. No action needed for your existing requests:

   • All existing Client Centre requests will continue to function as usual. You don't need to do anything for requests you have already sent out. They will remain accessible via the old web address without any disruption.

2. New web address for new requests:

   • From now on, any new Client Centre requests you create will direct your clients to the new web address: https://clientportal.connective.com.au. This change aims to enhance your client's experience and align with our broader strategy for future updates.

3. Major enhancements on the horizon:

   • This change marks the beginning of several major enhancements planned for the Client Centre. We have an exciting roadmap of improvements and new features designed to make the Client Centre even more powerful and user-friendly. Stay tuned for more details in the coming months!

We are excited to announce a significant enhancement to the Mercury Nexus CRM - the new Bulk Assignment to new Admin/Owner or Broker is designed to streamline the way you assign opportunities, making your workflow faster and more efficient.

How to Use the New Bulk Assignment Feature:

1. Access the Opportunities Table/Grid: Navigate to the Mercury Nexus opportunities table/grid to view your list of opportunities.

2. Select Opportunities: You can select multiple opportunities for assignment in one of the following ways:

   • Hold down the Ctrl key and click to select individual opportunities. Or,
   • Use the Shift key to select a range of opportunities.
   • Click the “Bulk Assign” button at the top of the page to engage the bulk assignment tool.

3. Choose your assignment type: You will see two new options on the dialog box:

   • Admin/Owner
   • Broker

4. Assign a New Admin or Broker: Choose whether you want to add a new Admin or Broker. Then, decide whether to:

   • Assign the new Admin/Broker to all opportunities by selecting “Assign to All.”
   • Assign to only the selected opportunities by choosing “Assign to Selected.”
5. Finalize the Assignment: Click “Next” to choose the specific admin or broker to whom the opportunities will be assigned. Confirm your selection, and Nexus will begin the allocation process to the chosen individual.

We believe this new feature will significantly enhance your ability to manage opportunities efficiently and with greater flexibility. Please try out the new bulk assignment feature and see how it can improve your daily operations. As always, we appreciate your feedback and are here to support you in making the most of your Mercury Nexus experience.