Connective

Learn how to request and prepare for a full or partial CRM data transfer between Connective partner groups.

Transferring full or partial data to another Mercury Nexus partner group

Learn how to upload or replace your company logo in Mercury Nexus so it appears on client-facing documents and emails.

Adding or replacing your company logo in Mercury Nexus

Learn how to create and configure an email profile so you can send emails from Mercury Nexus with your signature.

Setting up email signatures (email profiles) in Mercury Nexus

Learn how to register your mobile number in Mercury Nexus so SMS messages are sent from your personal number instead of a generic Connective number.

Register your mobile phone number in Mercury Nexus

Use this guide to create and manage virtual branches to control user access to person and opportunity records.

Managing Virtual Branches in Mercury Nexus

Using your brand colours in the Client Centre

Learn how to view or change your primary email address used to log in to Mercury Nexus.

Update your primary email address in Mercury Nexus

Recording CPD points

Creating a CPD points report

Exporting data from Nexus to Excel

Use this guide to export all raw CRM data from Mercury Nexus for reporting or system migration.

Export raw data from Mercury Nexus

Communications Email Field(Previously Lender Communications Email)

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Create your workspace and invite the people you work with.

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Connect the tools your team already uses to bring data in.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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