The Basics
68 articles
- About Mercury Nexus
- Mercury Launcher
- Navigating the Mercury Nexus platform
- Switching Between Virtual Branches
- Get to know the CRM
- Use the CRM dashboard in Mercury Nexus
- My Workspace
- Comprehensive Guide to Using the Kanban Board for Brokers
- Using the CRM search filters
- Personalising columns
- Filtering and customising grid columns in Mercury Nexus
- Access and manage settings in the Admin app (Mercury Nexus)
- Automate Mercury with Zapier
- Bulk generation of new Tasks on opportunity records
- Sending single SMS 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 and editing SMS templates
- Creating task templates
- Creating people categories
- Managing notifications
- Customise lead sources in Mercury Nexus
- Stay informed with notifications
- Customising opportunity types
- Creating document categories
- Setting up auto-actions in Mercury Nexus
- 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 in Mercury Nexus
- Customising and uploading document templates (ACL holders)
- Managing workflow automations
- Sync CRM contacts to your Google (Gmail) account
- Connective Wiki
- Connective Community
- Support for you
- Contacting the Mercury Helpdesk
- Stay up to date with Nexus News
- Providing feedback
- Reporting bugs in Mercury Nexus
- Mercury Nexus Notes - FAQ's
- Delete a virtual branch in Mercury Nexus
- CRM persistent open tabs
- Using the Change Log in Mercury Nexus
- 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
- Connective AI
- How to use OneView in the CRM
- How to use Rate Reviews in the CRM
- How to Locate Spam SMS Messages and Mark Them as Safe (for OTP and Support Queries)
- How can I troubleshoot and resolve task visibility issues in Connective CRM?
- How to resolve ApplyOnline validation errors caused by employment history gaps?
- How can I troubleshoot Mercury login issues?
- How can passwords or MFA be reset in Connective, and who is authorized to do so?
- How can I troubleshoot and reset Multi-Factor Authentication (MFA) issues on the Mercury platform?
- Why is the Import Email option greyed out in the CRM, and how can I enable it?
- How to use Loan Reviews in the CRM
- Entering Business Financials for Self-Employed Applicants
- How can I add and troubleshoot images in my Mercury email signature?