Every Opportunity and Person record in Mercury Nexus includes a Change Log.
The Change Log provides a detailed audit trail of updates made to the record, supporting transparency, compliance and internal review.
Where to find the Change Log
To access the Change Log:
Open the relevant Opportunity or Person record.
Navigate to the Change Log section.
What information is recorded
The Change Log captures the following details for each update:
Date and time of the change
User who made the change
This may include a client if the update was made via the Client Centre
Record Identifier
Identifies related records, such as Tasks
Field Name that was changed
Old Value
New Value
This allows you to clearly track what was updated and by whom.
Reverting changes
If you need to correct or revert a change:
Review the Old Value column in the Change Log.
Manually update the field on the record to restore the previous value.
Important
Changes cannot be automatically reversed. You must manually re-enter the previous value.
Why the Change Log is important
The Change Log helps you:
Monitor data integrity
Track client updates made via Client Centre
Support compliance reviews
Investigate discrepancies
Maintain an audit trail
Best practice tips
Review the Change Log if unexpected data changes occur.
Use it during compliance audits or internal file reviews.
Confirm updates made by clients via the Client Centre.
Need help?
If you need help interpreting the Change Log in Mercury Nexus, contact your Partnership Manager or email [email protected].