Creating a People Record

People records can be created from the People section of your CRM, or from an Opportunity.

Where do I find my People Records?

People records are stored in the People section of the main navigation menu. They can be accessed from a linked opportunity record of by using the search fields in the People section.

What does a People record store?

A People record in Mercury Nexus stores all the information related to a client or potential client. This includes:

• General information including name, date of birth, marital status, relationship manager, gender.
• Contact details.
• Residency details.
• Marketing preferences and categories.

Navigating a People record

A People record in Mercury Nexus has a number of functions in the left-hand menu that allow you to store all the relevant information and documentation relating to the client:

• Details – this is where you fill in all the details of the client.
• Addresses – this is where you can search for a new address.
• Identification – this is where you can store details and ID records eg. Drivers licence, passport etc.
• Employment – this is where you record the client’s employment details.
• Opportunities – this is where you link the People record to an Opportunity record.
• Relationships - any contacts that share a relationship.
• Notes - an interaction with the client can be added as a Note. Outgoing email and SMS are automatically stored here.
• Tasks - stores the tasks set for that client. 
• Attachments - stores the Compliance documents. You can upload documents related to the loan here. 
• Notepad - a miscellaneous scribble board for your own use.
• Change log - a log of the made changes to the record.

Creating a new People record

1. Click on the + symbol to create a new People record. 
2. A new tab will open where you can add their details. 

You can also create a People record from an Opportunity:

1. Open your Opportunity, select the Lead Capture tab and click +add Person under Contacts 
2. A new tab will open where you can add their details

NOTE: your People record won't be saved until you add some data in to it.