The last thing you want is to overwhelm your client. Mercury Nexus allows you simplify the Questionnaire information gathering process with conditional questions.
What are conditional questions?
Conditional questions allow you to configure follow up questions based on an answer given.
Let's say you create a question "Are you a tax resident of a foreign country?" with two responses "Yes" and "No."
You then create the conditional question "please provide your country of tax residency and your citizenship status?" which will only display when "Yes" has been selected.
How do I make a question conditional?
Open the Admin app and select CRM Settings from the main left-hand menu.
Click on Questionnaires in the top menu.
Select the relevant questionnaire and double click to open.
In the Modules and Questions tab, open the module and double click the question to open.
Check the Disable by default box.
Use the Enable when drop-down to Select Question.
Use the Select Answer drop down to record the trigger answer.
Click Close.
Note. You will need to log out of Mercury Nexus for the change to take effect.
