With the next update, any documents you've uploaded can be linked with your credentials, giving you an easier way to manage important profile details. The highlights are below, and you can read the release notes here.
Link license and insurance docs to your credentials
If you've uploaded license or insurance documents in the Attachments section of your Professional tab in Users, you can now link those documents to the related license or insurance policy in your profile. You’ll be able to see at a glance which credentials are linked to a document. When adding or editing a license or policy for which no document has been uploaded, you'll have the option of linking any document you've already uploaded. It’s now also easier to upload new license or insurance credentials directly within the profile section. This improvement helps you keep your profile up to date so your clients can find the info they require.
New Chat and Tutorials button
If you have questions or a problem comes up, our Client Relations team is always happy to hear from you via chat or phone call. But, for the DIY types we've added new tutorials for some of the questions we commonly hear. Just click Chat and Tutorials at the top-right to ask us a question or see a tutorial.
Become a beta
You've probably seen us asking you to sign up for the beta program, but haven't done it because you don't know what's involved. Well, here's the deal: As a member of our beta program, you'll see new updates about two weeks before "regular" users. During this "beta period" you have a direct line to our developers to share your ideas and suggestions so we can make improvements before everyone else starts using the new features. So, if you're interested in helping to shape the tools you use in Mercury, or you just like being among the first to see new stuff, apply here to join the beta program.