Persistent Open Tabs means that the tabs you have open in the CRM stay open, even if you refresh the page or if the app updates itself. No more wasting time reopening everything—you can just keep working smoothly without missing a beat.
How does it work?
Keeping tabs open: When you open a tab in the CRM, whether it’s an opportunity, a task, or anything else, Mercury remembers it for you. This way, if you refresh the page, those tabs will automatically come back, ready for you to continue.
Closing tabs: When you’re done with a tab and close it as normal.
Logging out/in: For security, your tabs won’t stay open if you log out. When you log back in, you’ll start fresh, ensuring everything’s secure.
How this will help you:
Stay productive: With your tabs staying open, you won’t be interrupted, so you can keep working without losing your place.
Save time: No need to reopen tabs after a refresh—just get back to your important tasks right away.
Better organisation: Managing multiple clients or tasks? This feature helps you keep everything in order without losing track.