Mercury Nexus eliminates time-consuming administration tasks. The built-in email functionality saves you the hassle of changing platforms and creates a single repository for all your client communications.
The Mercury Nexus inbox can be used in two ways:
You can send an email to your unique Mercury Nexus email address and then allocate to an opportunity or person.
When allocating the email to a record you can choose whether any attachments are sent to Attachments or stay linked to the email note itself.
Where do I find my Mercury Nexus email address?
To access the Mercury Nexus inbox:
Open the CRM app and select Inbox from the main left-hand menu.
Navigate to the @Company Inbox Addresses button in the top right-hand corner. You will find a complete list of email addresses relevant to your business.
Click the Copy to Clipboard icon to copy your address.
Finding the email address specific to an opportunity or person
Open the Opportunity, Person
Click on View Opportunity (or Person) Email Address.
Copy the email address to your contacts.
Send the email to this record email address. The email content will appear as a Note whilst any attachments will be stored automatically in the Attachments section of the opportunity or person record.
Note: To ensure your emails are logged correctly, include the opportunity email address in the TO or CC fields. Avoid using BCC as these emails are rejected and do not appear on the record.
Note: The Mercury Nexus inbox supports a maximum of five file attachments at any one time. Anything over five will fail to send.
BCC to the Mercury Inbox - Unsupported and Security Implications
Mercury does not support BCC to the Mercury Inbox. Emails sent using BCC are rejected for security reasons and routed to an invalid address folder. As a result, they do not appear on the opportunity or person record.
Some users with a Gmail address have been able to successfully BCC the Mercury Inbox and have their emails come through. However, this behavior is not officially supported, and emails sent using BCC are generally routed to an invalid address folder.
As this service is not supported, we are unable to assist if you experience issues.
Client Centre Invitation Failures
Client Centre invitation emails may fail to appear in Database Activity or reach recipients if the total HTML size exceeds the system limit, often due to large email signatures. To avoid this, simplify the email signature or template, or create a simpler signature directly in the CRM.
DMH Email Limitations
DMH emails do not support BCC or CC fields. To notify brokers, use Mercury Nexus auto-actions to send emails and include brokers via CC/BCC in the automation settings. Client replies will go directly to the broker’s inbox.