You now have the ability to export any displayed table of records in Mercury Nexus into Excel. This includes but is not limited to, Tasks, Notes, Settlement Reports, Business Statistics, Person records, Opportunity records.
How to export CRM data from Mercury
- Run a search.
- Right click anywhere in the search results.
- Select the Export option.
- An Excel file will be downloaded by your web browser. Open or Save the file.
IMPORTANT NOTE: The Export functionality can be disabled on a user account. A Principal Owner or authorized representative can request this via the Mercury Nexus Helpdesk.