We know not all notifications are created equal and there is nothing worse than being distracted by a notification when you’re in the middle of something important. In fact, research shows it can take close to 25 minutes to get back on track after a distraction.
Good notification management helps increase productivity.
For this reason, Mercury Nexus allows you to control if and how you receive notifications for:
Client Centre Accessed
Credit Report Received
Client Centre Progress Updated
Client Centre Submitted
DigiSign Request Updated
DigiSign Request Completed
Document Uploaded
Disclosure Documents Requested
Opportunity Status Updated
Task Updated
Task Completed
How do I customise notifications in Mercury Nexus?
You can manage your notification as follows:
Open the Admin app and select My Details from the main left-hand menu.
Navigate to Notifications in the top menu.
Use the drop-down to toggle between the notifications available for the Client Centre, DigiSign, Doc Centre, Commissions, Opportunities and Tasks.
Use the check boxes to select if you would like to receive a notification via the Notification Centre, Email and/or SMS.
If you check b you will receive notifications for every change the client makes in the Client Centre.Navigate away from the tab to save your changes.
You can also add additional email addresses to receive notifications:
Open the Admin app and select Partner Details from the main left-hand menu.
Navigate to Notifications in the top menu.
Click the +Add
Enter the New Partner Email address and click Ok.
