Use this guide to create and manage Client Portal requests within an opportunity in Mercury Nexus. This process allows you to securely collect information, share documents and manage digital interactions with your clients.
Additionally, once the Client Portal is enabled for a request, it cannot be turned off. Ensure that you want to activate this feature before proceeding.
A single opportunity can contain multiple Client Portal requests, which can run at the same time.
However, it is important to note that the Client Portal status column is not yet available in the CRM, which means users cannot track the status of Client Portal requests directly from the opportunity view. This feature is planned for a future release.
Access the Client Portal section
Open the CRM app.
Select Opportunities from the left-hand menu.
Open the relevant opportunity record.
Look for the tabs labeled Client Centre and Client Portal on the side navigation. Both tabs should be visible and accessible.
The Client Portal screen displays all requests linked to that opportunity.
You will see:
Actions menu
Request name
Enabled for (contacts)
Created on
Status (not yet available in CRM)
Completion percentage
Create a new Client Portal request
From the Client Portal tab, click + Create Request. You can start from a blank request or apply a template.
Start from a blank request
From the Client Portal tab, click + Create Request.
Select Blank Request.
A new request will be created in Draft status.
Open the request to configure settings and modules before sending.
Apply a template
Applying a template creates a request that is already populated with a saved set of modules, so you can send a client a consistent request quickly. Templates are set up in the Admin app.
From the Client Portal tab, click + Create Request.
Select Request Templates.
In the picker, browse or search the available templates. Each template shows its name and description.
Select a template. A preview shows which modules it includes.
Choose the contacts the request is for from the applicants, guarantors, and other contacts on the opportunity.
Confirm. The request is created in Draft status with the template's modules already in place.
Open an existing request
Go to the Client Portal tab within the opportunity.
Double-click the request you want to open.
The request will open in a new tab within the CRM.
You can edit the request while it remains in Draft status.
Delete a request
You can delete requests that are no longer required.
Select the Client Portal tab.
Locate the request in the table.
Click the button in the Actions column.
Select Delete.
Confirm deletion in the modal window.
Deleted requests cannot be recovered.
Need help?
If you need help managing Client Portal requests in Mercury Nexus, contact your Partnership Manager or email [email protected]