Logo
Submit a request
Sign in
  1. Connective Wiki
  2. Mercury
  3. Managing People Records in Mercury 5

Managing People Records in Mercury 5

Follow New articles New articles and comments

What is a People record and how to create and manage a People record within Mercury.

  • Creating a new Company or Trust record
  • Creating a new People Record
  • Adding living expenses to a people record
  • Upload an attachment to a People Record
  • Using the Client Portal in Mercury 5
  • Loan People folders
  • Printing notes from a People record
  • Marking a Client as Private
  • Deleting a People Record
Our chat is available Monday - Friday 9:30AM - 4:00PM AEDT
Please lodge a ticket during this time for quickest assistance.
Connective Broker Services Pty Ltd ACN 161 731 111 | Credit Representative Number 437202 is authorised under Australian Credit Licence Number 389328