We are excited to announce a useful enhancement to the CRM platform that will make it easier and faster for you and your team to locate important documents in the Opportunities module.

Introducing the New Attachments Search Feature

In the Attachments tab under an Opportunity, a new search bar has been implemented, allowing you to filter and find documents by their names effortlessly. This enhancement is designed to save you time and provide greater efficiency in managing your workflow.

Key Features:

• Real-Time Filtering: As you type in the search bar, the table dynamically updates to display only the documents that match the entered keyword.
• Case-Insensitive Search: No need to worry about capitalization, search results will appear regardless of whether your keyword is in upper or lower case.
• Simplified Document Management: Quickly locate specific files by filtering the list based on the document name, removing irrelevant items from view.

Seamless Design Integration

The search field is positioned conveniently above the attachments table, ensuring a user-friendly experience. This intuitive design ensures that your team can quickly adapt to and utilize the new functionality.

We’re committed to continuously improving the tools you use every day. 

We’d love your feedback! Share your thoughts and suggestions via the Idea Portal to help us make Nexus CRM even better. 

Mercury Product Team

We’re excited to bring you a new feature designed to enhance your ability to market to a broader range of clients. You can now sync up to 8 opportunities per contact to the Digital Marketing Hub (DMH), giving you more flexibility and reach in your campaigns.

What’s New?

• More Opportunities Per Contact: Moving forward, you’ll have 8 opportunity slots available for each contact synced to the DMH.
• Improved Marketing Potential: This enhancement allows you to present a wider array of tailored opportunities to your clients. Whether it’s for improved lead nurturing experiences or managing your post-settlement communication, you now have greater ability to achieve better outcomes for your clients.

How This Affects You

1. For New Contacts

For all new contacts synced to the DMH, 8 opportunity slots will be available automatically. You won’t need to take any extra steps—simply sync the contact, and all relevant opportunities (up to 8) will be included by default.

2. For Existing Contacts

For contacts that were synced to the DMH before this update, only 3 opportunity references will remain available by default. If you’d like to take advantage of the expanded 8-opportunity feature:

• Navigate to CRM → People.
• Filter contacts with DMH=true.
• Select the desired contacts.
• Re-sync them to the DMH to enable all 8 opportunity slots.

3. For Your DMH Automations

Any automations you currently have set up in DMH will continue to function as they do now.
If you wish to expand them to capture additional opportunities (4 through to 8), you will need to add new triggers to include these opportunities.
To learn how to manage your automations, please refer to our wiki: DMH Automations Wiki, or join one of our upcoming demo sessions to see it in action: Demo Sessions and Training Resources.

Why This Matters

• Broader Client Coverage: With 8 opportunity slots, you can better address the diverse needs of your clients.
• Stronger Marketing Campaigns: You’ll have more data at your fingertips to create impactful and targeted campaigns.
• Seamless Integration: The syncing process has been optimized to make it easy for you to update existing contacts or sync new ones.

This update gives you more control and versatility in managing your client relationships and marketing strategies.

We’d love your feedback! Share your thoughts and suggestions via the Idea Portal to help us make Nexus CRM even better.

Mercury Product Team

We’re pleased to introduce an enhancement to your CRM experience—snippets created in Admin > CRM Settings > Snippets can now be seamlessly used within the Opportunity Notepad. This feature is designed to help you reuse important information more efficiently and eliminate time-consuming copy-paste tasks.

What’s New?

1. Snippet Availability for Notepad

• In Admin > CRM Settings > Snippets, a new checkbox labeled “Notepad” has been added.
• When selected, this ensures the snippet is available for use within the Notepad in Opportunities, People, and Companies.

2. Intuitive Snippet Insertion in Notepad

• While editing the Notepad in CRM > Opportunity, People, or Company, simply type ‘@’ to bring up a list of snippets marked as “Notepad.”
• Select a snippet from the dropdown, and its content will automatically be added to the Notepad.

This behavior is consistent with how the Tasks functionality operates, ensuring ease of use for all users.

How This Enhances Your Workflow

• Increased Efficiency: Instantly access and reuse predefined snippets directly within the Notepad, reducing manual tasks and saving valuable time.
• Consistency Across Records: Maintain uniformity by applying standardized information across Opportunities, People, and Companies.
• Streamlined Experience: Focus more on strategic activities while your CRM handles the repetitive details.

How to Use This Feature

Step 1: Navigate to Admin > CRM Settings > Snippets to create or edit a snippet.

• Check the “Notepad” option to enable it for Notepad usage.

Step 2: Open the Notepad in CRM > Opportunity, People, or Company.

• Type ‘@’ to display the list of available snippets.
• Select the snippet you need by clicking on it, and the content behind the snippet will be inserted into the Notepad instantly.

This update is part of our ongoing commitment to improving your productivity and ensuring you have the tools to manage information effortlessly. Start using this feature today and discover how it simplifies your workflow.

We’d love your feedback! Share your thoughts and suggestions via the Idea Portal to help us make Nexus CRM even better.

Your efficiency is our priority.

Nexus Product Team

We’ll conduct scheduled maintenance on from 9:00pm on Wednesday, 18th December, until 12:00 AM (AEDT).

During this time, the Notes section within Opportunities in the CRM will be temporarily unavailable. All other Mercury Nexus features and CRM functionalities will remain operational.

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

As part of our ongoing improvements to enhance the functionality of Task Templates, we have added two new fields: Priority and Task Type. These fields provide more flexibility and granularity when creating and managing tasks within templates.

New Fields in Task Templates:

• Priority: Indicates the urgency level of the task.
• Task Type: Defines the category or nature of the task.

Where to Find Them:

These fields are located in the table for tasks within the Task Template editor (Admin > CRM Settings > Task Templates).

What do these fields do:

• The Priority and Task Type fields can be set for each individual task within a template.
• Templates can have multiple tasks, with each task having a unique priority and type.
• These fields are optional; You can leave them blank if not required.

Application of Task Templates in CRM Opportunities:

• When you apply a Task Template to an opportunity (CRM > Opportunity > Tasks > Apply Task Template), the assigned Priority and Task Type for tasks will be carried over to the newly created tasks.
• This ensures consistency and saves time for users, as they don’t need to manually set these values after applying a template.
• Tasks created from an auto-action setting will carry over the Priority and Task Type values automatically to match the settings in the template.

Benefits of the Update:

• Enhanced Task Organization: Users can now categorize tasks by priority and type, making it easier to manage and prioritize workloads.
• Streamlined Workflow: Automated tasks inherit key attributes, reducing manual input and increasing consistency.
• Improved Customization: Flexible options for defining tasks within templates to fit specific business workflows.

How to Use the New Feature:

1. Navigate to Admin > CRM Settings > Task Templates.
2. Add a new task or edit an existing one within a template.
3. Assign values to the Priority and Task Type fields (optional).
4. Save the template.
5. When applying the template or using it in an auto-action, observe the new fields reflected in the created tasks.

This update empowers you and your administrators to create more structured, prioritized, and categorized task workflows seamlessly.

We’d love your feedback! Share your thoughts and suggestions via the Idea Portal to help us make Nexus CRM even better.

Mercury Nexus Product Team

We’re excited to introduce a highly requested update that makes managing your schedule and tasks even more effortless in Nexus CRM. The Tasks feature now includes Start & End Times and an Add to Calendar button, ensuring your daily workflow can get added seamlessly to your preferred calendar system.

What’s New?

Set Start & End Times for Tasks

You can now add Start and End times to your tasks to better track and manage your daily schedule. Here's how it works:

• Start and End times are available as dropdown fields in the task details panel.
• Times are displayed in a user-friendly 12-hour clock format (e.g., 12:30 PM) with 30-minute intervals.
• Not mandatory: If not needed, these fields can be left blank or reset to blank anytime.
• These values are reflected in the Tasks grid view, making it easier to track all task timings at a glance.

Add Tasks to Your Calendar

With the new Add to Calendar button, you can bring your tasks directly into your favorite calendar app:

• Two options: Download an iCalendar (.ics) file for any calendar (Outlook, Apple Calendar, etc.), or add it directly to Google Calendar in your browser.
• Automatically includes task details like title, Start & End times, and due date.
• Tasks without a Start or End time will be added as all-day events, keeping your calendar clutter-free.

Why You’ll Love It

This update helps you:

• Stay organized by visualizing your tasks within your daily schedule.
• Save time by adding tasks directly to your calendar app of choice.
• Avoid missing deadlines with better visibility and easy integration.

Try It Out Today!

Head over to the Tasks tab in Nexus CRM, try out the new Start & End times, and add tasks to your calendar. This update is all about helping you stay one step ahead in managing your opportunities.

We’d love your feedback! Share your thoughts and suggestions via the Idea Portal to help us make Nexus CRM even better.

Nexus Product Team

We are thrilled to announce an important update to our Property Fees & Stamp Duty HTML Calculators, ensuring greater accuracy and reliability in all calculations. These improvements allow you to better serve your clients while seamlessly integrating the tools into your own branded platforms.

What’s New

1. Up-to-Date Stamp Duty Calculations
   The calculators now incorporate the latest state-specific stamp duty rules, updated as of December 2024, delivering precise results tailored to your clients’ unique circumstances.
2. No Changes to the UI
   While the logic and accuracy of the calculators have been upgraded, the familiar and user-friendly interface remains unchanged, allowing for easy integration into your branded websites without any additional configuration or disruption.
3. Seamless Adaptability
   The calculators remain flexible, enabling brokers to provide accurate, client-specific property fee breakdowns, including stamp duty, transfer fees, and mortgage registration fees, regardless of the property type or client category.
4. Next Update Coming Soon
   As part of our commitment to continually improving our tools, we are excited to share that the next HTML calculator scheduled for an update in the coming weeks is the Borrowing Capacity HTML Calculator. Stay tuned for details on this enhancement!

Why It Matters to You

Accuracy is critical when serving your clients. By using our updated calculators, you can provide:

• Tailored fee breakdowns for scenarios such as first-home buyers, investors, and foreign purchasers.
• Confidence and trust with the latest rules and transparent results.
• A seamless experience with tools that integrate effortlessly into your business platform.

Access the Updated Calculators Now

The enhanced calculators are live and ready to use. If you have these calculators set up on your website, simply visit them and refresh your browser cache to ensure you're seeing the latest version, no additional steps required.

We’d love to hear what you think! Share your feedback and suggestions through the Idea Portal.

Nexus Procut Team

The Nexus Kanban board just got a powerful upgrade. In a move designed to enhance productivity and simplify workflows, you can now filter Kanban tiles by opportunity, applicant name, broker, supervisor, and lender name. This new feature is available in the CRM > Kanban section and promises to make finding and managing opportunities faster and more intuitive.

Streamlined Search Capabilities

This intuitive feature allows you and your team members to type keywords and instantly see relevant tiles, regardless of the column (status) they are in. The filter provides case-insensitive, real-time search functionality across:

• Opportunity Names: Search for opportunities using exact or partial matches.
• Applicant Names: Includes full and preferred names for up to two applicants displayed on tiles. 
• Lender Names: Matches can be made using the full lender name..
• Broker and Supervisor Names: Filter opportunities based on associated brokers or supervisors.

How It Works

• As you type, tiles that do not match the keyword are hidden, leaving only relevant opportunities visible.
• The filter behavior is real-time, ensuring a smooth and responsive user experience.
• Sticky positioning ensures the filter bar remains accessible at the top of the screen, even during board scrolling.

A Boost to Efficiency

This improvement addresses the growing need for brokers to handle large volumes of data with ease. By enabling precise and fast searches, the Kanban board becomes a more effective tool for managing opportunities and applicants.

What’s Next?

This update marks a step forward in enhancing user experience on the Kanban board. The Nexus Product team is committed to continuous improvement and is open to your feedback for further refinements.

We’d love to hear what you think! Share your feedback and suggestions through the Idea Portal.

Nexus Product Team

We’re excited to announce an enhancement to the way the «tableInsert:includes:5:productFees»  tag works in your document Merge Templates!

This improvement ensures that all applicable fees for a selected product are now displayed in a single, clear table, helping you provide clients with complete and transparent information, without requiring any changes to your existing templates.

What’s New?

Previously, the «tableInsert:includes:5:productFees»  tag in your document merge templates only rendered the Application Fee and Valuation Fee in the generated tables. With this update, any newly merged document will now automatically include additional fees under a new "Other Fees" row.

Details of the Update:

• No action is required from you. Your existing templates will automatically render the updated fee structure when merged again.
• Additional fees (such as discharge fees, lock-in rates, renegotiation fees, etc.) will appear under the new Other Fees section.
• Only fees with values greater than $0.00 will be displayed for clarity and simplicity.

How It Works

1. Existing Templates using the tag «tableInsert:includes:5:productFees» :

   • The updated feature integrates seamlessly into your current Summary of Requirements and other document using the above tag.
   • You can as well add the above tag to any of your other templates to generate a table as below (sample).
   • No updates or changes to your templates are necessary.

2. Fee Breakdown:

   • The generated table now includes:
     • Application Fee
     • Valuation Fee
     • Other Fees (e.g., discharge fees, deferred establishment fees, etc.)
3. Sample rendered table

Why is this Important?

1. Transparency for Clients:

   • Ensures clients are fully informed of all applicable fees upfront.

2. No Additional Effort for Brokers:

   • Existing templates continue to work as before, with the additional fees seamlessly included.

3. Enhanced Compliance and Clarity:

   • Avoids any ambiguity by displaying all applicable fees in a clear, consistent format.

What’s Next?

This update is live and requires no action from you. Simply generate your documents as usual, and the new fee structure will automatically be applied.

We’d love to hear what you think! Share your feedback and suggestions through the Idea Portal.

Nexus Product Team

We're thrilled to announce a major update to the Opportunity Contacts tab in Nexus CRM that’s designed to make your workflow smoother, faster, and more intuitive. The new contact cards bring clarity and convenience, allowing you to see essential details at a glance without diving into individual records.

What’s New?

Here’s how the revamped Opportunity Contacts tab can help you stay on top of your game:

Streamlined Contact Organization

• Two dedicated sections:
  • Applicants: Includes Primary Applicant, Applicant, and Guarantor contact types.
  • Other Contacts: Includes all other contact types, neatly separated for better organization.

More Informative Contact Cards

The redesigned cards now display:

• Full name (including middlename) and Preferred name for easier identification.
• Email Address: The email address opens your email client application on click.
• Phone numbers and Email addresses, making communication a breeze.
• Mailing Address, Date of Birth, and Age (if provided), giving you crucial client insights.
• Linked Opportunities: Instantly see if a contact is linked to other opportunities.
• Action Icons:
  • Send Email: Quickly start an email with one click, using internal Nexus email sending functionality.
  • Send SMS: Open the SMS dialog effortlessly.
  • Unlink Contact: Remove contacts with confirmation for better control.

Improved Visual Design

• Applicant cards are bordered in dark blue for quick identification.
• Non-applicant contacts use a light blue border for a clean, distinct look.
• Companies are now easily distinguishable with a unique icon and a visible trading name.

Dynamic Contact Management

• Quickly update contact types (e.g., Applicant to Property Manager), and watch as cards automatically move between sections.
• For Asset Finance opportunities, a new dropdown for the housing situation adds flexibility.

Why You'll Love It

With the redesigned contact cards, you’ll save time, reduce clicks, and manage your client relationships with ease. It’s all about giving you the tools to focus on what you do best—delivering exceptional service to your clients.

Try It Out Today!

Log in to Nexus CRM and explore the new Opportunity Contact Cards. We’d love to hear what you think! Share your feedback and suggestions through the Idea Portal. Your input drives the innovation we bring to the platform in next stages of the broader change.

Nexus Product Team