Questionnaires help you collect consistent client information efficiently. Mercury Nexus includes a preloaded Master questionnaire template that you can copy and customise to suit your business needs.
You cannot edit the Master template directly. Instead, you create a copy and tailor it for your workflow.
Access the questionnaire settings
To start:
Open Mercury Nexus
Go to the Admin app
Select CRM settings from the left-hand menu
Select Questionnaires from the top menu
Create a copy of the Master questionnaire
Select the Master questionnaire template
Select Clone
Update the questionnaire name
Important
If you are creating your own version of a Needs Analysis, the questionnaire name must include the words Needs Analysis. This ensures the Preliminary Assessment merge template includes the questions correctly.
Update questionnaire details
Add relevant information in the Details field to explain how the questionnaire should be used
Review the Modules
Each module represents a page in the questionnaireUpdate the Questions within each module as required
Each question appears on that page for the client
Preview and save your changes
Select Preview at any time to review the questionnaire layout
Your changes save automatically as you work
Select Active to make the questionnaire available to users
Close the tab to exit the questionnaire
Apply your changes
You must log out and log back into Mercury Nexus before your changes take effect.
Note: If users cannot see the updated questionnaire, confirm it is marked Active and that they have logged out.