55 articles
About Mercury Nexus
Mercury Launcher
Navigating the Mercury Nexus platform
Switching Between Virtual Branches
Get to know the CRM
About the CRM Dashboard
CRM My Workspace
About the Opportunity Kanban
Using the CRM search filters
Personalising columns
Filtering columns
About the Admin app
Managing Tasks in the CRM
Bulk generation of new Tasks on opportunity records
Sending single SMS text messages from Mercury Nexus
Expand the preview area on notes, tasks and documents
Managing the Mercury inbox
How to update multiple opportunity statuses in bulk
Importing your client data in bulk to the Mercury Nexus CRM
Assigning a Relationship Manager to Multiple People Records
How to move Person or Opportunity records to Virtual Branches
Automations (auto actions) available in Mercury Nexus
Creating and managing user accounts
Creating and Editing Email Templates
Creating task templates
Creating people categories
Managing notifications
Customising lead sources
Stay informed with notifications
Customising opportunity types
Creating document categories
Setting up auto actions
Inserting text using snippets
Using merge fields or tags in your own merge template documents
Save your favourite views
Customise Lenders in Mercury Nexus
Customising statuses and status groups
Customising and uploading document templates (ACL holders)
Managing workflow automations
How to Sync Contacts from CRM to a Google (Gmail) account contact list
Connective Wiki
Connective Community
Support for you
Contacting the Helpdesk
Stay up to date with Nexus News
Providing feedback
Reporting bugs
Nexus Notes FAQ
Navigating the new Nav Bar
How to delete a Virtual Branch
CRM persistent open tabs
Change Log
How to recover Notepad from the Change Log
How to reassign multiple tasks in bulk
How to set the default font for the Nexus text editor