We know you don’t have time to deal with a hard to navigate, clunky CRM. Your CRM should match your business process – not the other way around. That’s why there are so many different elements of Mercury Nexus that can be customised to suit your preferences.
This includes the way you view and interact with our apps. Expand the preview area on the Notes, Tasks, Attachments and Doc Request tabs with a few simple steps.
How do I increase or decrease the preview area?
Open the CRM.
Navigate to People.
Double click to open the People record.
Access the Notes, Tasks, Attachment or Doc Request tab from the sub left-hand menu.
Click on the centre line and drag it to the left or right to expand and decrease the preview area.
