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  • System Administration and extended User tasks

System Administration and extended User tasks

  • About Audit History

    This article shows you how to view the Audit History of a record.

  • Mercury icons explained

    An overview of the icons used and what they mean.

  • How to Deactivate/Activate a Record

    How to activate or deactivate records in Mercury

  • Logging into Mercury

    How to login to Mercury

  • Browser Tips

    Tips on how to optimize your browser performance.

  • Personalisation settings

    How to ensure that Mercury is personalised for you.

  • How Auto-save works

    Helping users focus on their work without having to manage saving data

  • Clearing your browser cache

    How to clear your browser cache when experiencing issues.

  • Pinned Records

    How to use the pinned records section on the main menu.

  • Co-presence in Mercury records

    More than one user accessing or editing the same record

  • How to create a bolt-on User Role to be able to add a Word template

    Enabling users to add Word templates in Mercury.

  • Glossary of Terms

    A list of definitions of commonly used Mercury and Recruitment terms

  • Deleting cookies for certain sites only

    How to selectively delete cookies for certain websites only

  • Mercury IP ranges for whitelisting

    IP addresses used by the Mercury database for whitelisting

  • Merging records

    How to merge records in Mercury

  • General Data Protection Regulation (GDPR)

    Overview of how Mercury allows your business to manage GDPR

  • User Fields character limits

    Summary of field character limits in the User Fields tabs

  • Data backups

    Information on the backing up of Mercury data

  • Performance troubleshooting

    How to troubleshoot Mercury performance issues.

  • Accessing your Mercury environment information

    How to find out more information about your Mercury setup.

  • How to find out the version number of Mercury (Core)

    For when you need to check your Mercury software version

  • Creating new users in Mercury - New Starter guide

    Full guide to setting up new users in Mercury.

  • Managing Teams of Users in Mercury

    How to manage teams within Mercury and assign users for specific access needs.

  • Deactivating users in Mercury - Leavers guide

    Full guide to deactivating users in Mercury.

  • Storage and Capacity

    How to check memory resources for your Mercury environment.

  • System requirements for using Mercury

    System specifications & requirements for Mercury.

  • Mercury + Microsoft maintenance windows

    How to manage your Mercury + Microsoft Dynamics maintenance windows.

  • List of enabled Mercury users

    How to find a list of currently active Mercury users.

  • Configuring the Search bar in Mercury

    How to make the Search bar appear at the top of the page in Mercury.

  • 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.

  • Create a HAR File in Google Chrome

    A step-by-step guide for creating a HAR file in Google Chrome

  • Mercury Schemas

    Schema details for Contact, Client, Vacancy, Placement and Fee entities

  • Duplicate Detection rules for Contact records

    Set up Duplicate Detection rules for inactive Contact records.

  • Merging duplicate Contact records

    How to merge duplicate Contact records.

  • Mercury version 29 release - Itemised summary of all changes

    Itemised list of all release items for Mercury v29

  • Archived Activities and Deletion

    An information article about the Mercury Archiving Solution.

  • Cloning a Vacancy to create a Template for new Vacancies

    How to clone a Vacancy to use as a template for new Vacancies.

  • Mercury version 30 release - Itemised summary of all changes

    Itemised list of all release items for Mercury v30

  • New Forms patch (M2_v30_Patch) - release notes

    New Forms patch (M2_v30_Patch) - release notes

  • Mercury Error Messages

    Information and resolutions for error messages that may appear when using Mercury.

  • Mercury v32 Itemised Release Notes

    Mercury v32 Itemised Release Notes

  • Sys Admin legacy components

    Sys Admin legacy components.

  • Merge Code Selection Tool for Email Templates

    Merge Code Selection Tool - Merge Field Selector

  • Mercury v33 Itemised Release Notes - April 2025

    Itemised list of everything released in Mercury v33.

  • Mercury v33 > Legacy Components Removal in v35

    List of components scheduled for deletion in Mercury v35 - Sept/Oct 2025.

  • Mercury Security Roles

    Descriptions of Mercury security roles and field security profiles.

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