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did you know
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:

  1. Open the Admin app and select My Details from the main left-hand menu.
  2. Navigate to Notifications in the top menu.
  3. Use the drop-down to toggle between the notifications available for the Client Centre, Doc Centre, Commissions, Opportunities and Tasks.
  4. Use the check boxes to select if you would like to receive a notification via the Notification Centre, Email and/or SMS.
  5. If you check Client Centre Progress Updated, you will receive notifications for every change the client makes in the Client Centre.
  6. Navigate away from the tab to save your changes


Avatar of authorCara Anderson