A document classification system makes searching for and locating documents a breeze. Mercury Nexus uses categories to allow for easy sorting. This is handy if you have a large number of documents for a particular client or opportunity.
How do I assign documents to a category?
Open the CRM and select either People or Opportunities from the main left-hand menu.
Open the relevant record and select Attachments from the sub left-hand menu.
Highlight the attachment you want to assign to a category.
Navigate to the Categories drop-down that appears above the document preview.
Use the checkboxes to select the appropriate category.
You can add additional document categories if required. Learn how here.
How do I filter attachments by document category?
Open the CRM and select either People or Opportunities from the main left-hand menu.
Open the relevant record and select Attachments from the sub left-hand menu.
Select the Categories drop-down from the top menu.
Use the checkboxes to select the categories you wish to view
