Introducing an easier way to re-trigger auto-actions in your opportunities.

You can now re-run the auto-actions linked to the current opportunity status — no need to change statuses or disrupt your workflow.

Here’s what’s new:

• Re-trigger actions for the current status at any time
• Skip the hassle of switching between statuses just to re-run actions
• Keep your opportunity status history clean and accurate

Just click Re-Trigger Auto-Actions, review the actions, and you’re done.

Now available in the Details tab of the opportunity.

We’ve just launched Connective AI, an industry-first tool that finds lender policy answers in seconds.

No more digging through multiple guides. Just click, ask, and get instant answers to the policy questions that matter.

It’s fast, easy, and available now in the CRM and Research App.

https://wiki.connective.com.au/en/articles/40786-connective-assistant-ai

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 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’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