We've integrated AI technology into the Mercury HelpDesk to streamline your queries and provide faster responses. But to truly maximise the benefits of this upgrade, it's essential to ask the right questions. Here's how you can get the most out of Mercury HelpDesk:

• Provide Context: Instead of broad terms like 'logo' or 'new admin,' try to add some context to your query. For instance, ask "How do I add my logo?" or "How do I add a new admin user?" This additional detail helps our AI system better understand your needs and deliver tailored solutions.
• Be Specific: The more specific your question, the better our AI can assist you. Rather than asking broad inquiries, narrow down your focus. For example, if you're experiencing a specific issue with a feature or functionality, describe it in detail. This specificity enables our HelpDesk to pinpoint the exact information you require.
• Use Natural Language: Our AI is designed to comprehend natural language, so feel free to phrase your questions conversationally. Avoid using overly technical jargon or complex terminology. Instead, articulate your queries in a clear and straightforward manner, just as you would when speaking to a human support representative.

By following these simple tips, you can enjoy faster, more efficient support whenever you need it. Remember, our team is always here to assist you, so don't hesitate to reach out if you require further assistance.

If the AI answer does not resolve the query, use the response button ‘Wait for the team’ to be directed through to the HelpDesk team.

Did you know it can take 25 minutes to get back on track after a distraction? Keep across important updates and minimise distractions with notifications in Mercury Nexus.

In Mercury, you can select which notifications you would like to receive via the notification centre, email and/or SMS. You can manage notifications via the Admin App for:

• Client Centre Accessed
• Credit Report Received
• Client Centre Progress Updated
• Client Centre Submitted
• DigiSign Request Updated
• DigiSign Request Completed
• Document Uploaded
• Disclosure Documents Requested
• Opportunity Status Updated
• Task Updated
• Task Completed

Take a moment to check your notifications and make sure they’re set up to suit your workflow. You can learn how to manage your notifications here.

With the end of financial year approaching, here’s a timely reminder on how to produce your reports via Mercury Nexus.

Director/Principal owners

You can produce your end of financial year commission report in the Analytics App:

1. Log in to Mercury Nexus
2. Select Analytics App from your dashboard
3. Select Commissions reports
4. Specify the date range.

This will give you a breakdown of the total commissions, upfront commissions and trail commissions received in that period.

You can export the data by selecting the 3 dots on the right hand side. Learn more.

Directors/Principal owners under Commission Management and Brokers/Referrers with commission access 

Monthly statements for wholesale and asset finance commissions can be downloaded in bulk and then will need to be manually consolidated into one file. To do this:

1. Login to Mercury Nexus
2. Navigate to the Commissions app
3. Select the statements you would like to
4. Click on the ‘Download CSV Export’ option.

This will bulk download the individual monthly files into a zip file.

Associates/Referrer commissions with no access to commissions

You will need to request this data directly from your Principal Owner.

For any volume bonus reports relating to asset finance, or any further questions, please reach out to the Commissions Team via the chat function in Mercury or your Partnership Manager.

Putting a consistent document classification system in place ensures quick and easy retrieval of the right documents. In Mercury Nexus you can assign documents to different categories to allow for easy sorting. This is handy if you have a large number of documents for a particular client or opportunity.

When you make personnel changes or add a new process to your business, going through individual client record to update them can be time consuming. Mercury Nexus saves you the hassle, with a bulk assign feature that allows you to update multiple records in seconds.

How do I bulk assign tasks?

You can use the Bulk Assign feature to assign tasks to multiple Opportunities in the one go. To do this:

1. Open the CRM App and select Opportunities from the main left-hand menu.
2. Use the Apple or Windows key to highlight the Opportunities you want to assign the task to.
3. Click on Bulk Assign.
4. Select Tasks.
5. Choose either Assign to all or Assign to selected.
   Note: Selecting Assign to all will apply the change to every record in your database.
   
6. Click Next.
7. Select the Task type from the drop down.
8. Add the relevant details including:
   • Delegate you want to assign the task to.
   • Due Date.
9. Click on Create Tasks.

Do you use Office 365? You can link your emails to Mercury Nexus. This allows you to easily add email correspondence to Opportunity Records and also use Mercury Nexus to send emails, rather than switching between two platforms.

How do I integrate my Office365 with Mercury Nexus?

1. Navigate to the Admin App.
2. Click on Integrations from the left-hand menu.
3. Click the Enable button under Office365.
4. You may be asked to sign into your Office365 account. If not, then you already have a session running.
5.  A new browser tab will open while your accounts connect. A brief message will be displayed to show your accounts have synced.

How do I add an email to an Opportunity Record?

1. Navigate to your Opportunity Record.
2. Click on Import Email.
3. Your Outlook mailbox will be displayed. Select the email you would like to upload. You can select more than one email at a time.
4. If you would like to upload any attachments, tick the checkbox next to the attachment.
5. Select whether you would like the Attachment in the Attachments section or on the Note itself.
6. Click the Import Selected Emails button.
7. The email will now appear in the Notes section of the Opportunity Record.

You can find further information about integrating Office365 with Mercury Nexus here via the Connective Wiki.

Did you know you can create a note on an opportunity record from the Kanban Board, instead of going into an opportunity record?

To add a quick note:

1. Click on the three dots on the bottom right corner of the opportunity record.
2. Click on Create Note.
3. The notes pop out will appear. Add your note and any attachments required.
4. When you navigate to your opportunity record, you’ll see the note in the notes section.

Tracking your return on investment is essential to making informed decisions on where to allocate your marketing budget. Mercury Nexus comes with powerful reporting functionality, but first you need to record the data.

Lead Sources can be found on the Opportunity record and are used to track where your business is coming from. You can add, delete, rename and filter your lead sources. You can also choose which Virtual Branch the Lead Source is available and assign an opportunity to a Lead Source for reporting purposes.

How do I set up a lead source?

1. Open the Admin app and select CRM Settings from the main left-hand menu.
2. Navigate to Lead Sources in the top menu.
3. Use the +Add button to launch the Manage Lead Source window.
4. Give your Lead Source a name.
5. Check All if you want the source to be available to everyone.
6. Check Select who can view the lead source and select the relevant Branch Name to only enable the source for branches.
7. Click OK.
8. To remove a source, highlight, click the Delete button and OK.
9. You can remove Lead Sources using the Delete button.

How do I assign a lead source to an Opportunity?

1. Navigate to your CRM
2. Open the relevant Opportunity Record
3. In the Details tab, navigate to Lead Source
4. Click on the drop down menu and select the Lead Source you would like to assign.

You can then use the Lead Source report to understand how many leads come from each source and the value of each lead source. Learn how to generate a lead source report here.

Your email signature is an important element of your marketing campaigns. It shows your brand personality, introduces the person behind emails, and provides necessary contact information.

To include a signature block on emails sent from Mercury Nexus you must first configure your Email Profile. Once configured your email profile will automatically appear in any emails you send from Mercury Nexus.

How do I add an email signature?

1. Open the Admin app and select My Details from the main left-hand menu.
2. Navigate to Email Profiles in the top menu.
3. Click the +Add button to create a new email profile.
4. Select the Edit Details tab and enter the following information:
   1. Profile Name.
   2. Display Name – who the email will appear as coming from.
   3. Email – your email address.
5. To include your company logo, select the Insert Logo. You can also upload your logo via the Load Company Logo button below.
6. You can toggle between the Preview and Edit Details tab to see your changes in real time.
7. Once you are happy with your design, check the Default box to automatically choose this profile when sending the email.

You can toggle between Preview and Edit Details using the tabs.

Note. For changes to take effect you will need to login out and back into Mercury Nexus.

EXPERT TIP: Hold down Shift when pressing Enter for single spacing between lines.

You can learn more about setting up your email signature here via the Connective Wiki.

Keeping track of emails sent from your company can be a big task. Use the Emails report in Mercury Nexus to view all emails sent from your staff without the need to be cc’d on every email.

An email report will show you:

• Who created and sent the email
• Who the email was sent from
• The email address the email was sent to
• Subject line
• Date the email was created
• Date the email was sent (If there is no date here, the email was not sent, and it is likely there is a problem with the email address).
• Whether the email was opened
• Who unsubscribed from the email
• If an email has bounced. It means there are issues with the client's email which they need to resolve at their end (for example, their inbox is full).

How do I generate an email report?

1. Navigate to your CRM, and select Reports from the left hand menu
2. Navigate to Database Activity in the top menu
3. Select Emails
4. From here, you can choose to customise the report either by user or date
5. The report will automtically generate based on the filters you select. Highlighting an entry will bring up a preview of the email.
6. Right click on the table to Export that data into excel.

You can learn more about reporting here via the Connective Wiki.