Use this guide to fill in or edit a questionnaire directly from an opportunity in Mercury Nexus. You no longer need to open the Client Portal to complete or correct questionnaire responses, including when you are completing them on your client's behalf.
What you can do
From the opportunity, you can fill in or edit the responses on any questionnaire attached to it. This works for:
Questionnaires provided by Connective
Questionnaires you have authored yourself
How conditional questions work
Questions show and hide based on earlier answers, in the same way they do for your client in the Client Portal. If an answer changes which questions apply, the questionnaire updates to match.
Who can edit questionnaires
Editing uses your existing opportunity edit access. There is no separate questionnaire permission to set up.
Tracking who changed a response
The audit log records whether a change was made by a Mercury user or by the client. This gives you a clear compliance trail of who updated each response.
What has not changed
Questionnaires are still created and edited in the Admin app.
Your client's experience of completing a questionnaire in the Client Portal is the same.
The Preliminary Assessment and Summary of Requirements sign-off flows are unchanged.
You edit one opportunity's questionnaire at a time. Editing across multiple opportunities is not available.
Need help?
If you need help editing questionnaires from an opportunity, contact your Partnership Manager or email [email protected].