Release date: 04/06/2021

Summary: the team is hard at work on a range of new features and improvements throughout the platform. This week, we are excited to announce the release of the bulk downloading of attachments and preview splitter features.

CRM:

Features:

• You can now download multiple attachments at once from the attachments grid in an opportunity! Simply select multiple attachments at once and click the 'Bulk Download' button. For more information, check out the wiki.
   
• We are excited to announce that the splitter has been rolled out across CRM! The splitter allows you to adjust the size of the preview pane in attachments, notes, tasks, questionnaires, and the compliance BID workflow. Simply dragging the grey bar between the grid and preview pane will allow you to adjust the size of the preview pane to suit your needs.

Updates:

• The Property Details section has been added to the Property opportunity type. This replicates what is currently available in Mercury 5.

Fixes:

• There was an issue where creating a referral to Allianz would bring up the modals in the wrong order. This has been fixed, with the modals displaying in the correct order.
   
• There was an issue where adding or editing notes on a task would not immediately update the notes on the task. This has been fixed, with the notes on the task updating correctly.

Research:

Fixes:

• In the product details modal, there was an issue where the product features list would display outside of the product details modal. This has been fixed, with the product features displaying correctly in the modal.

Admin:

Fixes:

• In the birthday SMS template editor, there was an issue where accessing the editor would cause the Admin app to crash. This has been fixed, with 

Release date: 04/06/2021

Summary: the team is hard at work on a range of new features and improvements throughout the platform. This week, we are excited to announce the release of the bulk downloading of attachments and preview splitter features.

CRM:

Features:

• You can now download multiple attachments at once from the attachments grid in an opportunity! Simply select multiple attachments at once and click the 'Bulk Download' button. For more information, check out the wiki.
   
• We are excited to announce that the splitter has been rolled out across CRM! The splitter allows you to adjust the size of the preview pane in attachments, notes, tasks, questionnaires, and the compliance BID workflow. Simply dragging the grey bar between the grid and preview pane will allow you to adjust the size of the preview pane to suit your needs.

Updates:

• The Property Details section has been added to the Property opportunity type. This replicates what is currently available in Mercury 5.

Fixes:

• There was an issue where creating a referral to Allianz would bring up the modals in the wrong order. This has been fixed, with the modals displaying in the correct order.
   
• There was an issue where adding or editing notes on a task would not immediately update the notes on the task. This has been fixed, with the notes on the task updating correctly.

Research:

Fixes:

• In the product details modal, there was an issue where the product features list would display outside of the product details modal. This has been fixed, with the product features displaying correctly in the modal.

Admin:

Fixes:

• In the birthday SMS template editor, there was an issue where accessing the editor would cause the Admin app to crash. This has been fixed, with 

You can now download multiple attachments in one go from Mercury Nexus. 

Simply head over to the attachments tab on your people, opportunity or company records to check it out for yourself.  

We're thrilled to bring you this feature as it was one of the most voted features in the Mercury Ideas Portal.  

Visit the wiki for a run through and keep an eye on the Mercury Tips and Tricks group to see what new  features and improvements we have coming down the line for Mercury Nexus!

Release date: 28/05/2021

The team is hard at work on a range of new features and improvements throughout the platform. Most of the projects from last week are not quite ready for release yet, as such the release notes are a little slim. In the next week, we'll be sharing some more information on our new printable Client Centre summary, the ability to bulk download items from attachments, and the splitter that's been added to attachments, notes and tasks.

CRM

Fixes:

• In Kanban, there was an issue where opportunities that are not included in 'My Workspace' were appearing in the Kanban when scrolling down the column. This has been fixed, with only items in 'My Workspace' appearing in the Kanban when the filter is active.

 Research

Fixes:

• In the funding position, there was an issue where updating the LVR field would not automatically update the loan requested field in the overview. This has been fixed, with the loan requested field automatically updating when the LVR field is changed.

Release date: 21/05/2021 

The focus for the development team this quarter has been moving the final features from Mercury 5 across to Mercury Nexus, in addition to the regular hunting down and squishing of bugs. 

Research

Updates: 

• Off the back of your feedback, we have improved the layout of the funding position by adding an Overview tab. This tab displays each property side by side in the same way as Mercury 5.
• In the product search, you can now generate a product comparison after selecting products in the products grid. This feature mirrors what is currently in Mercury 5. 

 Fixes: 

• There was an issue where the Lender Approval Stats tab  would only appear intermittently. This has now been fixed, with the tab always available.
• There was an issue in the product comparison where the decimal value in the loan term field would not save. This has been fixed, with the decimal saving in the loan term field. 

In response to your feedback we have improved the layout of the Funding Position, adding a Overview tab that displays properties side by side - in the same way as M5.

The new Funding Position layout also allows you to view the properties on each tab, meaning you can still take advantage of the Core-Logic Property Report integration - its the best of both worlds!

Check out the Connective Wiki to learn more.

We've more improvements based on your feedback coming down the line, so keep an eye on the Mercury Tips and Tricks group!

Release date: 14/05/2021 

The focus for the development team this quarter has been moving the final features from Mercury 5 across to Mercury Nexus, in addition to the regular hunting down and squishing of bugs. 

CRM

Fixes:

• There was an issue where the columns on the opportunity grid would be compressed every time a new session was started. This has now been fixed, with the columns using your saved grid preferences from your last session.  

Research

Updates:  

• When creating a funding position, the state of the security property will default to the state of the security address on the opportunity. 
• In the product search, after selecting products you can generate a product comparison. This feature replicates what is currently in Mercury 5. 

Release date: 07/05/2021 

The focus for the development team this quarter has been moving the final features from Mercury 5 across to Mercury Nexus, in addition to the regular hunting down and squishing of bugs. In this release, we are excited to release an adjustable splitter in the loan statements tab of Commissions! 

CRM

Fixes: 

• There was an issue where dependent data on an opportunity was not pulling through to the borrowing capacity calculator. This has been fixed, with the dependents automatically pulling through to the borrowing capacity calculator. 

Research 

Fixes:  

• In the product comparison, there was an issue where the decimal value in the loan term field was not saving. This has been fixed, with the decimal value saving correctly.  

Commissions 

Updates:  

• In the statements tab, we have added an adjustable splitter between the commissions statements grid and the statement lines grid. By dragging the splitter between the two grids, you can adjust the size of each section.

When you choose a Virtual Branch, tick the Remember Selection tick box and you will remain in your selected Virtual Branch: