Mercury

(Posted on behalf of Rebecca) They mentioned it is frustrating that they are double entering expenses in both the living expenses part and the A&L. They also mentioned that having living expenses under both clients is also confusing.

Can you please colour code opportunity types so we can easily see what opp is what when in the person. The small grey icons are very hard to work out. Also, how can we group by opportunity type as per M5?

Documentation (such as compliance prescribed documentation and supporting documentation collected from customer) can automatically be pulled into Apply Online without broker having to manually download from Mercury and then upload into Apply Online

I am not aware of any lender that requires postcode for borrowing capacity calculation. The provision of this in Mercury has been a long frustration of mine and I don't know why this has been retained in the new version. Can we please get rid of it?

It would be useful if we could sort assets & liabilities alphabetically as we can in mercury 5. Useful were there are numerous assets & liabilities.

Are we able to add requested documents to the request after it's been sent to the client, or do we need to create a new request all together if we need another document? ie update payslips?

Good morning just added a new self employed person to the CRM and there is no place to add the ABN. This is currently available in M5

Please add the feature in our CRM Beta like what we have in Mercury 5 on where users can sort the name/opportunities alphabetically. Also the Sort Ascending/Descending feature which is really important. @ERIC DILL @ eric@financialengineers.com.au

since you mention cloning, being able to clone an existing opportunity in crm would be very handy also

It would be great to be able to Shift-click and Ctrl-click items in the Inbox so you can assign multiple emails in a single action.