Mercury Nexus is designed to work with your processes; not complicate them. Save time scanning records by displaying Opportunity, People, Company and Task home page information in a way that suits your personal preferences.
Not only can you select which columns are displayed, but you can also personalise the size and order of columns and pin them to the left- or right-hand side. The best bit, Mercury Nexus remembers your preferences, so the next time you log in it will be set up just the way you like it.
How do I select which columns are displayed?
In the CRM app, select Opportunities, People, Company or Tasks from the main left-hand menu. The corresponding home page will open.
Navigate to the table header and hover your mouse over the right-hand side of any column.
Open the menu and choose the column selection (||||) icon.
Check the boxes for the columns you want to be displayed.
Can I resize and reorder columns?
Columns can be resized or reordered to suit your preferences:
In the CRM app, select Opportunities, People, Company or Tasks from the main left-hand menu.
To resize a column:
Hover your mouse over the column edge and drag the column to the desired width.
To reorder a column:
Click on the column and drag it to the desired spot.
Once you have moved the column you can pin it to the right or left, freezing it on the screen when you move. To do this:
Navigate to the table header.
Hover your mouse over the right-hand side of any column.
Open the menu and select Pin Column.
Select Pin Left or Pin Right – the column will freeze on the screen when you scroll.
Note: To save your preferences as the default view simply navigate away from the page be selecting another tab to minimise selection panel. To reset your columns: Hover your mouse over the right-hand side of any column, open the menu and select Reset Columns.