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