At Connective, we are committed to providing you with the most effective tools to support your clients. We’ve made significant updates to the HTML Borrowing Capacity Calculator embedded on your website. These enhancements improve accuracy, increase flexibility, and ensure a better user experience, all with no action required on your part.

What’s New?

1. Net vs Gross Income Selection

• You can now toggle between Net and Gross income when entering financial details.
• The income fields dynamically adjust based on the selection, displaying either “Your Net Income” or “Your Gross Income”.
• Tooltips have been added to clarify the difference for your clients.

2. Additional Financial Inputs for Greater Accuracy

• A new Living Expenses field allows users to manually enter estimated living costs.
• If the entered living expenses exceed the national Household Expenditure Measure (HEM) for the selected state, the calculator will automatically use the higher value for a more precise borrowing capacity estimate.
• A state selection dropdown (NSW, VIC, QLD, WA, SA, TAS) ensures the most relevant HEM values are applied.

3. Improved User Interface and Clarity

• The layout and functionality have been refined for better usability and a more professional experience on mobile and desktop.

What This Means for You

These updates have been automatically applied, and the calculator on your website is now more accurate, more flexible, and easier to use, with no changes required on your end.

Summary of Enhancements

✔️ Net vs Gross Income Toggle
✔️ Manual Living Expenses Input
✔️ State-Specific HEM Values
✔️ More Accurate Borrowing Capacity Calculations
✔️ Enhanced UI & Version Updates

These improvements ensure that you and your clients benefit from a more precise and reliable borrowing capacity assessment.

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’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

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've moved to a new release schedule. Now when new features, fixes, and improvements are ready we release them, instead of releasing a long list of changes once a week. 

This means that the old way of publishing weekly release notes no longer fits. So we'll be letting you know (via Nexus News) as soon as a change is in production and ready for you to use. 

The Nexus News Feed is easy to filter, the posts are easier to digest and it's an all-around better way to stay up to date with all things Mercury Nexus. 

You can learn more about Nexus News on the Connective Wiki.

Have a scroll and keep an eye out for all the new changes coming your way!

Release date: 02/07/2021

The team is hard at work on a range of new features and improvements throughout the platform. This week, the team has been focused on a number of initiatives not quite ready for release yet.

CRM:

fix 

• In the product section of the Summary of Requirements and Credit Proposal, there was an issue where the repayment frequency was not being merged correctly. This has been fixed, with the repayment frequency being merged in the document.

Client Centre:

Updates 

• In the assets section of the financial profile, the list of assets now matches the Assets - Other section of financials in CRM, giving you a more accurate representation of your client's financial position. 

Admin:

Updates 

• In the General Documents and Merge Templates tabs of Documents, a download button has been added to the grid. This will allow you to easily download documents stored in each tab. 

Release date: 25/06/2021

The team is hard at work on a range of new features and improvements throughout the platform. This week, the team has been focused on a number of initiatives not quite ready for release yet. 

CRM

Updates

• In the grid view of people records, you can now merge an email to all people records. This replicates what was available in Mercury 5.

Fixes

• In the source data tab of the business statistics report, there was an issue where the days since last status change column was displaying the date of the last status change, not the number of days. This has been fixed, with the column displaying the number of days since the last status change.
  
  
• In the lodgements tab of an opportunity, there was an issue where the number of lodgements was not being displayed in the navigation. This has been fixed, with the total number of lodgements displayed.
  
  
• In the emails tab of the database activity report, there was an issue where the horizontal scroll bar would disappear when previewing an email. This has been fixed, with the scroll bar remaining when previewing an email.
  
  
• In the compliance tab of an opportunity, there was an issue where the preview resizing tool was pushed all the way to the right, making the preview unavailable. This has been fixed, with the preview resizing tool defaulting to the middle of the page in all instances.
  
  

Research

Fixes

• In the commissions tab, there was an issue where the RCTI preview was dropping off the bottom of the screen, meaning that you were unable to view the totals at the bottom of the screen. This has been fixed, with the totals now displaying correctly at the bottom of the screen.
  
  
• In the borrowing capacity tab, there was an issue where you were unable to scroll down the left panel when the borrowers and/or assets went below the bottom of the page. This has now been fixed, with the scroll bar available when the borrowers and/or assets are below the bottom of the page.

Release date: 18/06/2021

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 new product search layout.

CRM:

Updates

• In the grid view of people records,  you can now merge an email to all people records. This replicates what is available in Mercury 5.

Fixes

• On an opportunity record, there was an issue where the number of lodgements to Apply Online was not displaying on the lodgements tab of the opportunity side navigation. This has been fixed, with the number of lodgements showing in brackets in the side navigation.
  
  
• In the database activity section of reports, there was an issue where the scroll bar would disappear if the item in the preview pane was longer than a page. This has been fixed, with the scroll bar remaining.
  
  
• In the compliance tab of an opportunity, there was an issue where the stamp button when used in the attach as evidence modal was not adding the user's name. This has now been fixed, with the stamp button adding the user's name.
  
  

Research:

Updates

• In the product search, we have updated the layout of the search filters. The new layout displays more options on the screen, giving you a clearer view and saving you clicks. Check out Nexus News to find out more.

Fixes

• In the funding position, there was an issue where real estate assets labeled as investment would map to the funding position as owner occupied. This has been fixed, with the correct real estate asset type mapping to the funding position.

Release date: 11/06/2021

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 commission statements feature.

CRM

Fixes

• In the notes section of a task, there was an issue where adding a note to a task, then quickly completing the task would cause the notes on the task to not save. This has now been fixed, with notes saving correctly on the task in any scenario.

Commissions

NEW Feature

• Similar to the new functionality in the attachments section of CRM, you can now download multiple commissions statements at once from the statements section of Commissions! Simply select multiple statements and click the  'Download RCTI Summaries' button.