Navigating Mercury

A brief introduction to the various sections of Mercury and a short video that explains the purpose of each tab.

It's advisable to view this webinar in HD to avoid blur. Click on the button and set the Quality to 720p.

Help: The Help tool enables you to search articles from the Connective Wiki, Live chat with the Mercury Helpdesk and Raise a Support request.
Launch Mercury in a new tab: Allows users to better multitask.

Opportunity Types split from Status Editor: Minimises Opportunity types being mistakenly removed.
Manage Users: It is now possible to add users from the Manage Users section, and it is also possible to drag and drop users into virtual branches from here.
Task Templates: It is now possible to clone Task Templates from within an Opportunity.

Quick Search Bar: Allows the user to do a smart search on all People and Opportunities in the CRM.
My Workspace added alongside Recent Opportunities: By popular demand.
Improved task list: Allows users to edit tasks without opening the Opportunity.

Task Management: Allows users to edit tasks without opening the Opportunity, also easier to view layout.
Addresses: Smart address search with predictive search. This will save time and will also put the addresses into the preferred format for Apply Online to minimise double entry.
Change Log: gives an audit history for both Opportunities and People records.
New Search Filter: It is now possible to search People/Opportunities by Date Last Updated. Click on the green plus symbol next to the search icon, select Date Last Updated and enter your search criteria.
Re-naming Documents: By popular demand.
Improved Text editor with full-screen option

Borrowing Capacity: Mercury 5 Borrowing Capacity calculations now integrate with the Apply Online servicing engine.
Hide product search parameters: great space saver for user with smaller screens/ laptops.
Clone Funding Positions: Also by popular demand. Will save double-entry of data.

Compliance Documents: The documents tab contains merge templates that allow you to merge data in your Mercury CRM with the required compliance documents, and lender documents to name just a few.