We know it’s not one size fits all and different clients need different information at different times. When a questionnaire is sent as part of the Client Centre, you can choose where the questionnaire will be displayed.
How do I choose which section of a questionnaire will appear in the Client Centre?
- Open the Admin app and select CRM Settings from the main left-hand menu.
- Click on Questionnaires in the top menu.
- Select the relevant questionnaire and double click to open.
- In the Modules and Questions tab highlight the relevant module.
- Use the Client Centre Section drop down to select where the module will appear. If the applicant(s) section is chosen that module will be repeated for all applicants on the opportunity.
- Navigate away to save your changes.
Note. You will need to log out of Mercury Nexus for the change to take effect.