6 months ago
New Compliance Workflow is now live!
The new Compliance Workflow is now live in your Opportunity Records.
For opportunities with notes in the old Compliance Centre, you'll see both the old Compliance tab and the new BID & NCCP tab.
Please note: This is enabled for all Credit Rep accounts. ACL holders can choose to use the Compliance Workflow by having someone with Partner Level access enable it by navigating to Admin > Partnership Details > ACL Compliance and enabling the toggle for 'Enable the compliance workflows on your opportunities.
You can access resources on how use the new Compliance Workflow below.
View resources
If you need any help with the new Compliance Workflow, please contact your Compliance Support Manager or the Mercury Helpdesk Team.
For opportunities with notes in the old Compliance Centre, you'll see both the old Compliance tab and the new BID & NCCP tab.
Please note: This is enabled for all Credit Rep accounts. ACL holders can choose to use the Compliance Workflow by having someone with Partner Level access enable it by navigating to Admin > Partnership Details > ACL Compliance and enabling the toggle for 'Enable the compliance workflows on your opportunities.
You can access resources on how use the new Compliance Workflow below.
View resources
If you need any help with the new Compliance Workflow, please contact your Compliance Support Manager or the Mercury Helpdesk Team.