System Admin

Here you will find all of the articles relating to the System Admin phase.

2024 Q1 Update for Mercury Assist & Mercury Academy
Latest updates & additions for Mercury Assist & Academy, plus a look ahead to more new features.
A quick-fire collection of some stunning Mercury features - Part 1
Some great time-saving features and extended Mercury capabilities.
A quick-fire collection of some stunning Mercury features - Part 2
More amazing time-saving features and extended capabilities of Mercury.
A really slick way of surfing Lists and Views in Mercury
Great way to jump to any record without needing to keep going back to the main list.
About Audit History
This article shows you how to view the Audit History of a record.
Accessing your Mercury environment information
How to find out more information about your Mercury setup.
Archived Activities and Deletion
An information article about the Mercury Archiving Solution.
Browser Tips
Tips on how to optimize your browser performance.
Clearing your browser cache
How to clear your browser cache when experiencing issues.
Cloning a Vacancy to create a Template for new Vacancies
How to clone a Vacancy to use as a template for new Vacancies.
Configuring the Search bar in Mercury
How to make the Search bar appear at the top of the page in Mercury.
Co-presence in Mercury records
More than one user accessing or editing the same record
Create a bolt-on User Role to add a Word template
Enabling users to add Word templates in Mercury.
Create a HAR File in Google Chrome
A step-by-step guide for creating a HAR file in Google Chrome
Creating new users in Mercury - New Starter guide
Full guide to setting up new users in Mercury.
Data backups
Information on the backing up of Mercury data
Deactivating users in Mercury - Leavers guide
Full guide to deactivating users in Mercury.
Deep dive into your Mercury data with the powerful Advanced Find
Using Microsoft's new Advanced Find feature from within Mercury.
Deleting cookies for certain sites only
How to selectively delete cookies for certain websites only
Duplicate Detection rules for Contact records
Set up Duplicate Detection rules for inactive Contact records.
Expand any form in Mercury to see lots more information
Using the 'Related' feature to display much more data than immediately visible.
General Data Protection Regulation (GDPR)
Overview of how Mercury allows your business to manage GDPR
Geocoding in Mercury
Geocoding Contact and Vacancy addresses in Mercury.
Glossary of Terms
A list of definitions of commonly used Mercury and Recruitment terms
How Auto-save works
Helping users focus on their work without having to manage saving data
How to add the 'State or Province' field in a Client record
How to add the State field and display it in a Client record.
How to Deactivate/Activate a Record
How to activate or deactivate records in Mercury
How to find out the version number of Mercury (Core)
For when you need to check your Mercury software version
How to use the Mercury Knowledge Base
How to access the Knowledge Base and summary of key features
IP Whitelisting for Mercury Support
Improve your security by restricting access to the Mercury Support account.
List of enabled Mercury users
How to find a list of currently active Mercury users.
Logging into Mercury
How to login to Mercury
Managing Teams of Users in Mercury
How to manage teams within Mercury and assign users for specific access needs.
Mercury + Microsoft maintenance windows
How to manage your Mercury + Microsoft Dynamics maintenance windows.
Mercury 2026.1 > Legacy Component Removal in Mercury 2026.3
A list of scheduled legacy component removals.
Mercury 2026.1 Itemised Release Notes
A full list of all items completed as part of Mercury 2026.1
Mercury Assist Autumn 2024 Update
Latest updates and additions for Mercury Assist, plus a look ahead to more new features.
Mercury Error Messages
Information and resolutions for error messages that may appear when using Mercury.
Mercury icons explained
An overview of the icons used and what they mean.
Mercury IP ranges for whitelisting
IP addresses used by the Mercury database for whitelisting
Mercury Schemas
Schema details for Contact, Client, Vacancy, Placement and Fee entities
Mercury Security Roles
Descriptions of Mercury security roles and field security profiles.
Mercury v32 Itemised Release Notes
Mercury v32 Itemised Release Notes
Mercury v33 > Legacy Components Removal in v35
List of components scheduled for deletion in Mercury v35.
Mercury v33 Itemised Release Notes - April 2025
Itemised list of everything released in Mercury v33.
Mercury v34 > Legacy Components Removal in v36
List of components scheduled for deletion in Mercury v36.
Mercury v34 Itemised Release Notes - July 2025
A full list of all of the items in version 35 of Mercury
Mercury version 29 release - Itemised summary of all changes
Itemised list of all release items for Mercury v29
Mercury version 30 release - Itemised summary of all changes
Itemised list of all release items for Mercury v30
Mercury's product video library
Library of Mercury product video highlights
Merge Code Selection Tool for Email Templates
Merge Code Selection Tool - Merge Field Selector
Merging duplicate Contact records
How to merge duplicate Contact records.
Merging records
How to merge records in Mercury
Microsoft have a great library of Quick Start Guides for all your favourite apps
Get up and running quickly with classic Microsoft apps to complement your use of Mercury.
New Forms patch (M2_v30_Patch) - release notes
New Forms patch (M2_v30_Patch) - release notes
On-the-go access to your Mercury data via Outlook on your mobile
Using the Dynamics 365 App for Outlook from your phone.
Performance troubleshooting
How to troubleshoot Mercury performance issues.
Personalisation settings
How to ensure that Mercury is personalised for you.
Pinned Records
How to use the pinned records section on the main menu.
Removal of Legacy Components
A list of items that will be removed in version v37 of Mercury
Storage and Capacity
How to check memory resources for your Mercury environment.
Sys Admin legacy components
Sys Admin legacy components.
System requirements for using Mercury
System specifications & requirements for Mercury.
The Mercury Community
Your go-to space for all things Mercury. Connect, collaborate, and stay informed.
User Fields character limits
Summary of field character limits in the User Fields tabs
We are here to help - you are not alone!
One-stop-shop for all your Mercury education needs.
What is Mercury Assist?
Mercury Assist - your helpful training assistant.
You can update Candidate feedback in bulk in a single dynamic editing grid
A fantastic time-saving way of updating Candidate information in bulk.