Config Option: Contact Method Rules for New Client Contacts or Candidates

Understand the config option for makeing sure you’ll always have a way to get in touch with your Contacts later on.

Feature Overview

When adding a new Candidate or Client Contact, you can set the system to require at least one contact method - either an email or phone number - before the record can be saved.

Purpose

Ensures each Contact record includes a reliable way to reach them in the future.

Defaults and Considerations

Default for Candidates: 1 of either personal mobile or personal email.
Default for Client Contacts: 1 of either work mobile or work email.

To Enable or Amend this Feature

This feature will be enabled as standard as per the defaults above.  Should you wish to make any amendments please provide the following details to your Mercury Product Consultant;

  • A list of fields to check of with the following are available; Personal Email, Personal Mobile, Personal Phone, Work Email, Work Mobile and Work Phone.  
  • You may ask for 1 or 2 of the selection of these fields to be completed as mandatory. 
  • You may also request to have this feature disabled.