2 years ago
Stay up to date and minimise distractions by managing notifications
Did you know it can take around 25 minutes to get back on track after a distraction? Good notification management helps productivity.
In Mercury Nexus, you can control how and if you receive notifications for:
- Client Centre Accessed
- Credit Report Received
- Client Centre Progress Updated
- Client Centre Submitted
- Document Uploaded
- Disclosure Documents Requested
- Opportunity Status Updated
- Task Updated
- Task Completed
You can manage your notification as follows:
- Open the Admin app and select My Details from the main left-hand menu.
- Navigate to Notifications in the top menu.
- Use the drop-down to toggle between the notifications available for the Client Centre, Doc Centre, Commissions, Opportunities and Tasks.
- Use the check boxes to select if you would like to receive a notification via the Notification Centre, Email and/or SMS.
- If you check Client Centre Progress Updated, you will receive notifications for every change the client makes in the Client Centre.
- Navigate away from the tab to save your changes