Activities

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

Adding a Task
How to create a Task from a Mercury Contact record Timeline.
Adding Activities via Quick Create
How to add activities using quick create.
Adding an Appointment
Instructions on how to send an Appointment invitation.
Adding an Update Activity
How to add an Update Activity to a record.
Archived Activities
Mercury Storage Solutions - Detailed steps for Archived Activities
Archived Activities and Deletion
An information article about the Mercury Archiving Solution.
Do my Activities sync to Outlook?
Mercury activites that sync to your outlook Outlook.
Email Tracking - Mercury and Outlook
One of our great features is the link between Mercury and the Microsoft Dynamics applications, wh...
How to create a Bookmark on the Timeline
Add bookmarks to the timeline of a record.
Logging a Phone Call
How to log phone calls in Mercury
Managing Draft Emails
How to manage draft emails
Managing your Activities
How to manage your Activities
Pinning an Activity to the Timeline
Pin Activities to the top of Timelines for different record types across Mercury
Sending an Email from a Contact Record
How to send an email from a Contact Record
Sharing an Activity with a colleague
How to share an activity with a colleague.
Using the Dynamics 365 App for Outlook
Mercury is available in Outlook via the 365 Dynamics App. The app gives you instant access to a c...
Viewing a colleague's Activities
How to view someone else's activities.