Use this guide to create, edit and activate questionnaires in Mercury Nexus to streamline client data collection and support your compliance requirements.
Access questionnaires in the Admin app
Open the Admin app in Mercury Nexus.
Select CRM Settings from the left-hand menu.
Click Questionnaires from the top menu.
Create a new questionnaire
Click the + button to open a new questionnaire tab.
Enter a Name for the questionnaire.
Add relevant information in the Details field.
Add modules
Modules represent pages within the questionnaire.
Add a new module.
Enter a module name.
Select the appropriate Client Centre section.
Adjust the order if required.
Assign an icon if needed.
Note : Modules are grouped by the selected Client Centre section. The Applicants section will always appear first.
Important: If you do not select a Client Centre section, the questions in that module will not appear in the Client Centre.
Add questions
Each question appears within a module.
Open the relevant module.
Add the required questions.
Select the appropriate question type.
Repeat for each module as required.
Your changes save automatically as you work.
Activate the questionnaire
Tick Active to make the questionnaire available to users.
Close the tab to exit.
Note: All modules will be grouped together by the selected Client Centre Section. The Applicants Client Centre Section will always be the first section.
If the Client Centre section is not selected, those questions will not appear in the Client Centre.
Edit an existing questionnaire
Open the Admin app.
Select CRM Settings.
Click Questionnaires.
Double-click the questionnaire to open it.
You can:
Add, edit or delete modules
Add, edit or delete questions within each module
Reorder modules
Changes save automatically.
Close the tab to exit.
Question types
Note. You will need to log out of Mercury Nexus for the changes to take effect.
Need help?
If you need help creating or editing questionnaires in Mercury Nexus, contact your Partnership Manager or email [email protected].