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  1. Connective Wiki
  2. Mercury Nexus
  3. Admin

Admin

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Admin App

  • How to update password in Mercury Nexus
  • Creating questionnaires in Admin
  • How to manage which Lenders appear in Mercury Nexus using Filter Lenders
  • About the Admin App
  • How to Manage Mercury User Accounts
  • What are Access Groups?
  • What is the user history log?
  • How to enable Opportunity Types for the Partner Group
  • Loan product fact sheets
  • Document Categories
  • Change Recipient of Connective Invoices
  • How to use Virtual Branches
  • Customizing and Uploading Document Templates
  • Using Document Merge Fields in your own documents
  • How to use the Status Editor
  • How to use Auto Actions in Mercury Nexus
  • How to create a Task Template
  • How to create an Email Template
  • How to create and edit Questionnaires
  • How to create a Snippet
  • How to create and edit the Email Profile (Email Signature)
  • How to register your mobile number
  • How to create and assign Lead Sources (referrers)
  • How to restore a deleted record
  • How to export all raw data
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Connective Broker Services Pty Ltd ACN 161 731 111 | Credit Representative Number 437202 is authorised under Australian Credit Licence Number 389328