The Admin App is available via the main application landing page. It is used to manage your Mercury and Partner Group Settings.
The left hand menu expands when you hover your mouse. Depending on your Mercury access you will see the following sections.
These are settings for your own Mercury Account.
The My Details section contains your basic Contact and Address information. You can switch on Multi-Factor Authentication for your user account. Learn more
Accreditations listing (coming soon)
Email Profile/Signatures - This is where you create and edit your email signature for emails sent from Mercury. Learn More
Email to Mercury (Mercury Inbox) (coming soon)
Drive Online (coming soon)
Audit History for your account
The Partner Details section contains;
Basic details for the Partner Group
The Trading Name, Contact and Address Details. You also can switch on Multi-Factor Authentication for all of your users.
You can restrict access to users by time or IP addresses.
Virtual Branch List
Virtual Branches can be created as a means of segregating your CRM data in any way that is useful to your business. Virtual Branches can represent different offices or franchises, or simply contractors working under your company. Learn more
Virtual Branch Category List
Virtual Branch Categories can be used as a way of grouping your Virtual Branch for reporting purposes.
Outgoing Emails (coming soon)
Audit History (coming soon)
The Manage Users section is used to create and manage all Mercury User accounts for the Partner Group.
The Settings is used to manage and configure your Partner Groups CRM setup.
You can select which Opportunity Types will be available to your CRM users. Learn more
In the Status Editor you are able to add, edit and remove statuses. Enable and disable the opportunity types available in your CRM, and manage your workflows. Learn more
You can filter out Lenders which you do not want to appear in the CRM.
You can adjust various field list values used in your records.
Person categories can be created, edited and deleted here.
Questionnaires can be created, cloned and customised here. A questionnaire can be attached to an opportunity to gather any type of information. Questionnaires can also be emailed to clients to be filled out online. Learn more
Task Templates can be created, cloned and customised here. A Task Template can be assigned to your workflow to help automate your processes. Learn more
Email Templates can be created, cloned and customised here. An Email Template can be assigned to your workflow to help automate your processes or used ad-hoc in your Opportunity record Notes. Learn more
Doc Request Templates
Doc Request Templates can be created, cloned and customised here. They are used to request and manage Documents from your clients. Learn more
Maintain your available list of Lead Sources or Referrers here. Learn more
Manage in Mercury 5
This section contains functions which are not yet available in the new Admin App. You can click the Open Mercury 5 button to access these features.
Birthday SMS Templates
The Documents section contains all your General and Merge Template Documents.
These are all standard Documents.
These are your merge templates which when used will import data from the records using merge tags.
Extract Raw Data
CRM Sync Settings
Records which are deleted in error can be restored back to your database. You can restore the following types of records. Learn more
- Task Templates