KNOWLEDGE BASE
The Knowledge Base contains numerous support references, created by our support professionals who have resolved issues for our customers. It is constantly updated, expanded, and refined to ensure that you have access to the very latest information.
If you are looking for articles relating to your implementation project, click the button!
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🟦 How to use the Mercury Knowledge Base
Quick guide & video for accessing & using the Mercury Knowledge Base
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🟧 Join the Mercury Community
Connect with other Mercury users for free extended help & support
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🟩 See what's New in Mercury
Product information library of all Mercury software releases
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🟨 Did you know...?
Some great quick-fire Mercury tips & tricks!
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Activities
All about Activities in Mercury - calls, emails, tasks, updates, appointments
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Agreements & Compliance
Adding & managing compliance criteria for agreements
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Applicants
Managing applications and Candidates
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Candidates
The creation and management of Candidate records in Mercury
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Candidate Portal
Articles to help you with the new version of the self-service portal for Candidates
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Client Portal
Articles to help with understanding the self-service portal for Clients
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Clients
How to log, manage and process all client data in Mercury
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Contacts
Using & managing data around the hiring managers of Clients
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Emails & Outlook
Creating, formatting and configuring emails within Mercury
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Engagements
All about engagement records for Placements
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Fees & Financials
Managing fees and costs for Placements, Vacancies and Clients
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Forms & Views
Entering, displaying and working with your Mercury CRM data.
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Hot Lists
Building, using & managing lists of key Contacts, Clients and Candidates
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Info (Leads)
Capturing and managing Vacancy Leads
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Mercury AI
A suite of essential AI tools boosting capacity and capabilities for Recruiters
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Mercury Analytics
Self-service business insights at Enterprise scale
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Mercury Assist & Mercury Academy
Information and updates for Mercury's in-app Digital Adoption solutions
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Mercury Automate
Enterprise-level automation of processes, workflows and communications
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Mercury Legacy Search
Everything about Mercury's powerful Candidate Searching tool
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Mercury Search
Mercury's latest new-look and enhanced Candidate Searching tool
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Placements
All about assigning and placing Candidates
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Projects
Help & information for creating & managing client projects in Mercury
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Implementation
This category is for articles related to Mercury Projects, to assist Clients with tasks that are assigned to them.
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Searching, Reporting and Data maintenance
Articles relating to querying and maintaining your Mercury data
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SharePoint
Articles relating to how Documents are managed within Mercury via Microsoft SharePoint
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Spec Sends
Full guides on how to send spec CVs to clients
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System Administration and extended User tasks
From starting out with Mercury to details of other features, user tasks and system setups
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Timesheets & Expenses
All about managing & approving candidate/client timesheets & expenses
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Vacancies & Shortlists
All about creating & managing Vacancies & Shortlists
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Views, Charts and Dashboards
All about building & working with Mercury's powerful data displays
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🟥 All articles from here downwards are about integrating Mercury with other software applications, including Third Party APIs.
DocuSign ➖ OneUp Sales ➖ ZoomInfo ➖ API Third Party Onboarding Guide
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➖ Broadbean
Job Board software integration with Mercury
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➖ ClickDimensions
Email Marketing software integration with Mercury
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➖ CloudCall
Business Communications software integration with Mercury
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➖ Daxtra
CV Parsing software integration with Mercury
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➖ LinkedIn
Help & information about integration of LinkedIn with Mercury
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➖ LogicMelon
Job Board software integration with Mercury
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➖ Microsoft Teams
All about integrating & using Microsoft Teams with Mercury
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➖ Textkernel
CV Parsing software integration with Mercury
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➖ Twilio
Twilio integration with Mercury for SMS functionality
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Implementation: Quick Start Guide
Get the basics of Mercury in our quick start guide series.
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Implementation: Startup
Articles regarding the Startup phase of the project.
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Implementation: Refine
Articles regarding the Refine phase of the project.
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Implementation: Deploy
Articles regarding the Deploy phase of the project.
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Implementation: Acceptance
Articles regarding the Acceptance phase of the project.
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Implementation: Go-Live & Hypercare
Articles regarding the Go-Live & Hypercare phases of the project.