To enhance efficiency and consistency, we have consolidated the Needs Analysis questionnaire on Mercury Nexus. Effective immediately, please select “Home Loan – Needs Analysis” for all opportunity types. This change simplifies the process, ensuring a more streamlined and uniform approach to client assessments.

If you require any further information or assistance, please do not hesitate to contact our support team.

A new enhancement to the Client Centre ensures a more streamlined and secure document upload process for opportunities with multiple applicants. This update improves the user experience by allowing each client to manage their own document requests independently while preventing premature submission.

Key Enhancements

1. Personalized Document Request View

   • When multiple applicants are part of a Client Centre request, each client will now see a “Provide Requested Documents” card under their own section.
   • The document request tile will no longer appear as a shared section at the top of the main page, ensuring clarity and reducing confusion.

2. Restricted Access to Other Applicants' Documents

   • Clicking on the document request card will now only display the client’s own document requests.
   • Clients will no longer see or be able to upload documents for other applicants in the opportunity.

3. Green Submit Button Behavior Change

   • The Submit button will remain disabled unless at least one document has been uploaded.
   • This ensures that incomplete document requests cannot be submitted prematurely.

New Submission Rules

• If only a document request exists in the Client Centre, at least one document must be uploaded before the Submit button is enabled.
• If a document request and “Documents Shared With You” exist, at least one document must be uploaded before submission is allowed.
• If the Client Centre includes other sections (e.g., Financials, Personal Details, etc.), submission will only be enabled once all sections are complete and at least one document is uploaded.

For opportunities with multiple applicants:

• A document request is considered done only when each applicant has uploaded at least one document.
• The Submit button will only be enabled when all applicants in the request have uploaded at least one document each.

What This Means for your Clients

This enhancement provides a clearer, more structured document upload process, ensuring that:

• Each client only sees and manages their own document requests.
• Documents cannot be submitted on behalf of other applicants.
• Incomplete submissions are prevented, ensuring all required documents are provided before final submission.

This update simplifies the Client Centre experience, making it easier to track document completion while maintaining security and accuracy across multi-applicant opportunities.

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

A new enhancement to the CRM system provides more control over the Client Centre by allowing individual previews for each applicant. 

This update refines the existing functionality, making it easier to view the Client Centre exactly as each applicant will experience it.

Previously, the "Launch Client Centre" button opened the Client Centre view for the primary applicant by default. With this enhancement, the button now includes a dropdown menu displaying all applicants who have been added to the Client Centre request. This allows you to select and launch the Client Centre for any specific applicant, ensuring that names, modules, questionnaires, and other details appear exactly as they will for that individual.

This update does not change the core functionality of the Client Centre but introduces a more precise way to navigate and manage applicant views. 

By offering a direct preview for each applicant, it provides greater control and ensures a clearer, more accurate representation of their Client Centre experience.

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 introduce a new feature that gives you more flexibility and control over task due dates when changing an Opportunity Status.

Previously, auto-action tasks were assigned due dates based on predefined settings and offset days, but now, you can override these dates directly in the status change modal, before you trigger the actions. This ensures that tasks align with your needs, eliminating the need for manual date changes and making workflows more scalable.

What’s New?

Opportunity > Status Change Modal:

• A new ‘Due Date Override’ column has been added, allowing you to manually adjust a task’s due date when changing an opportunity status. You will still see the calculated date based on your setting in the Admin > auto-actions section.
• If a task template has an Offset Dependency, the system will pre-calculate the due date as usual.
• However, if you enter a manual date in the Due Date Override field, it will replace the system’s default date.
• A tooltip is available for guidance: “Once specified, this date will override the Offset Dependency and default date settings, becoming the task's due date.”
• If no override is provided, the system will use the default offset-based due date.

Admin App > CRM Settings > Task Templates:

• A new ‘Status Change Effective Date’ option is available for Offset Dependency when setting up task templates.
• When selected, the system will assign the task due date based on the scheduled status change date.
• If an offset is applied in the task template settings, it will automatically adjust the due date accordingly.

How It Works:

1. When you schedule an opportunity status change, auto-actions will generate tasks with system-calculated due dates.
2. In the status change modal, you can override these due dates before confirming the status update.
3. If you don’t override them, the system will apply the offset dependency rules from the task template settings.
4. This feature allows you to ensure all tasks align with your scheduling and operational needs.

Why This Matters?

• More Control: Set due dates that better reflect your workflow rather than relying solely on system defaults.
• Eliminates Manual Changes: No more adjusting task dates manually after they’ve been created.
• Greater Flexibility: Your auto-action workflows are now more adaptable and scalable.

This update is now live! Start using it today by navigating to the Opportunity Status Change modal and making the most of the new Due Date Override feature.

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 are introducing two new mandatory fields for all Payee accounts in the Commissions App: Phone Number and Email Address. These fields must be correctly set by you for your Payees, as they will soon be required to receive a One-Time Passcode (OTP) to log in and access their commission statements.
This update aligns with Connective’s commitment to enhancing security and protecting financial records.

To ensure that multi-factor authentication (MFA) and other communications are functional, you must now provide an email address and phone number when adding or editing a Payee account.

Key Enhancements:

• Email Address: Must be entered in a valid email format and is required before saving the Payee record.
• Phone Number: Is required before saving the Payee record.
• Existing Payee Records: If you open an existing Payee record, you will not be able to save it unless both the email and phone number fields are populated.

Impact on Commissions App > Manage Payees > Edit/Add New Payee

• These new fields will now appear in the Payee record form.
• You must enter a valid email address and phone number before saving the record.
• If either field is missing, you will be prevented from saving changes.
• This ensures that Payees have the necessary details set up for secure login via OTP verification.

Benefits of This Enhancement

• Increased Security: Strengthens the login process with OTP verification.
• Improved Future Communication: Ensures Payees receive important notifications regarding their commissions.
• Compliance with Best Practices: Aligns with Connective’s security standards for financial data protection.

You should review your existing Payee records and ensure that valid phone numbers and email addresses are provided for each Payee.

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 are pleased to announce a new feature enhancement in the CRM that improves the visibility of questionnaire responses within the Opportunity module. 

You will now be able to see which client has answered each section of the questionnaire, making it easier to track client input, ensure data accuracy, and facilitate follow-ups for completion and corrections.
This new functionality introduces the ability to associate client names with questionnaire responses, enhancing transparency and usability for you.

Key Enhancements:

• Identifying Respondents in Questionnaires: Each section/module of the questionnaire will now display the full name of the client who provided responses.
• Multiple Clients Support: If multiple clients are linked to an opportunity and were added to the questionnaire, their names will be shown individually for each module they have answered.
• Improved Merged Templates: When questionnaires are merged into templates, the responder's name will be displayed to each answer, ensuring clarity in responses.

Impact on CRM > Opportunity > Questionnaire Panel

• The questionnaire panel now includes client names next to each module heading.
• If a questionnaire is sent to multiple clients, each module will show the respective client’s name to indicate who provided the response.
• This applies only to modules classified under Applicants, where responses are required from all linked clients.
• Previously, you could not determine which client answered each module, making it challenging to verify the information.

Impact on CRM > Questionnaire > Merged Templates

• When questionnaires are merged into a document, each response will now include the client’s full name.
• Regardless of whether multiple answers exist in one cell or each client’s response is recorded separately, the responder’s name will be prepended to the answer.
• This change ensures you can easily distinguish responses from different clients.

Benefits of This Enhancement

• Greater Clarity: You can immediately identify who provided each response.
• Improved Efficiency: Reduces back-and-forth communication to confirm client inputs.
• Better Client Engagement: Ensures accurate representation of client responses and facilitates personalized follow-ups.
• More Accurate Documentation: Merged templates will now provide a clear attribution of responses, improving data integrity.

This feature is now live and requires no additional setup. You can begin utilizing it immediately within your CRM workflow.

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 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.