Explanation of how to report on Business Units.

Advanced find feature

For reporting purposes it is important to understand how certain fields such as Last Contacted are updated.

How to give users permission to export data from Mercury to Excel.

How to bulk import data into Mercury via Microsoft Power Apps import feature.

How to bulk import data into Mercury directly via Mercury CRM's import feature.

Generating report templates for Candidate or Client paperwork.

Inputting Merge Codes in Word Documents for when issuing Paperwork.

Fields that are used for Document Generation with the Standard Mercury Doc Gen query.

A guide to creating a personal Excel template for the Activities, Vacancies, Placements and Shortlists entities.

How to easily update and maintain Contact data using Excel