Learn the basics of the Mercury Nexus CRM so that you can get the most out of the platform.
All records (People, Opportunities, Tasks, Calculators etc) across the Mercury Nexus applications open in separate tabs when they are opened or created. We call this the tabbed interface.
This tabbed interface design enables you to have multiple records open at once, so that you can have all of the records open for the file you are working on at the same time.
How Your Data Is Saved
Mercury Nexus saves your data automatically as you go, so you don't have to remember to hit the save button while you're busy do your work. Simply close the tab when you are finished with the record and everything is saved and waiting for you when you return.