Refine

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

Config Option: GDPR Contact Data Request or Data Removal
Understand the config option for actioning a Contacts instruction for a copy of their data or to ...
Config Option: Client and Contact Duplicate Detection Rules
Understanding the Duplicate Detection Rules
Config Option: Client Off Limits
Understand the config option for permissions to view and amend the Client Off Limits fields.
Config Option: Contact Diversity Information
Understand the config option for Restricted Personal Information Fields
Config Option: Contact Mandatory Tags
Understand the config option for contact mandatory tag control boxes.
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 ...
Config Option: Currencies, Exchange rates and FX spot rates
Understand the config option for using multi currency on placements.
Config Option: Dynamic Email Templates
Understand the config option for Dynamic Email Templates
Config Option: Email Signature Software
Understand the config option for implementing email signature software on Microsoft Exchange server
Config Option: Integration with Outlook Emails
Understand the config option for how Mercury/Dynamics integrates with Outlook
Config Option: Prevent Users from creating a Placement without a Vacancy
Deciding if Placements can or can't be created without an associated Vacancy
Config Option: Recording Client Credit Check information
Understand the config option for fields on the Client to record Credit Checks
Config Option: Required (Mandatory) Fields
Understand the config option for required (mandatory) fields.
How to set up Microsoft Teams to post notifications from Mercury
How to set up a Team for posting notifications.
Project Success: Choosing your Config Options
Your guide to selecting the right configuration options in Mercury.