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