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  • Contacts

Contacts

  • Off Limits explanation

    Off Limits feature allows the setup of important Client and Contact on-screen alerts.

  • Further Info tab explained

    An article describing the fields on the Further Info tab on a Contact record.

  • Email Tracking - Mercury and Outlook

    One of our great features is the link between Mercury and the Microsoft Dynamics applications, which includes Outlook 365.

  • Updating Client Contact Company name

    How to add an existing Client Contact and associate them with a new or different Client

  • Placeability Score and Sentiment

    A quick explanation of placeability score is and sentiment.

  • Adding a Candidate Company

    How to add a candidate company such as candidates LTD Company or an Umbrella company

  • Adding a Tag to a Contact

    How to Assign a Tag to a Contact record.

  • Adding a Reference

    This article shows you how to create a reference form.

  • Adding a Data Request to a Contact

    Mercury allows you to track and log Data Requests and Removals

  • Mandatory Tags

    Mandatory tags are a great way to improve Search results. Learn how to utilize them across a Contact record, and in a Vacancy.

  • What are Skills?

    Discover one of the huge parsing benefits of DaXtra!

  • Adding New Work History

    How to add new Work History to a Candidate Contact record.

  • Updating Existing Work History

    How to update the existing Work History in Mercury.

  • Shortlisting to a Vacancy from the Contact Record

    You can add a Candidate to your Shortlist from the Candidate's Contact record.

  • Updating Contacts Preferred Contact Methods

    Updating a Contacts preferred contact method

  • Editing a CV from the CV folder

    Guidance on how to edit a CV from the CV folder.

  • Using Follow to build a list of Contacts

    Following Contacts adds them directly to the Contacts | Follow system view for easy access.

  • Adding a Client to a Contact Record

    Adding the client to a persons record to indicate they work for/at that client.

  • Managing Email Consent

    How to manage your Contacts email preferences with Mercury

  • Sales emails - Send / Don't Send

    How to toggle the ability to send or not to send Sales emails to Candidates.

  • Adding Education History to a Contact

    The process of adding an individual's Education history to their record.

  • Last Contacted field in a Contact record

    What updates a Contact's 'Last Contacted' field?

  • Locate and restore missing Tags

    How to locate Tags that are no longer available or have gone missing.

  • Business Process Errors when merging Candidate Contacts

    Error messages when trying to merge two Contact records.

  • CV Preview on-screen message > To start seeing previews, please log on by opening the document.

    What to do when the CV Preview doesn't seem to work.

  • Adding a Client Contact to Multiple Clients

    How to add a single Client Contact to more than one Client

  • Document tab in Contact records > adding New documents shows No Options Available

    Workaround for adding new Documents to a Contact record.

  • Audit History option does not show on Contact records

    How to enable Audit History on Contact records.

  • 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.

  • Exporting Contact data via Excel

    How to easily update and maintain Contact data using Excel

  • Adding multiple Candidates to a Hot List from a Vacancy

    How to populate Hot Lists with Candidates, directly from Vacancies.

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