The first August sprint brings a range of features with enhanced Reporting, some additional options in the CRM and improvements to the Mercury interface.
Release date: 15.08.2018
ApplyOnline Icon: We have updated the icon and terminology on the 'Lodge to Applyonline' button to be 'Start ApplyOnline Application'. See: Wiki Article
Asset Finance Terminology: Throughout Mercury we have updated the terminology "Plant and Equipment" to be "Asset Finance". This change provides consistency across Asset Finance features.
Reporting: On the Reporting front, we have made enhancements to the Business Statistics report with the addition of Finance, Days in Status and Supervisor columns in the export spreadsheet.
We have also added a Relationship Manager column on the email batches Database Activity report.
See: Wiki Article
CRM - People records: We’ve made some improvements to People records to improve efficiency and save you a few keystrokes. The Country of Residency drop-down now defaults to ‘Australia’. We've also added the following additional employment options:
We've also added the ability to clear liabilities from the A&L grid. See: Wiki Article
Zapier: Zapier head office users can now create actions for People and Opportunities in Virtual branches.
The team have also continued development of the new Mercury User Interface.