Knowledge Base - Home · Mercury Customer Portal

Welcome to the Mercury Knowledge Base! Here you’ll find everything you need to know about using Mercury, including tips, tricks and all the latest features.

Click on a Topic below or use the Search 🔍 above.

🟦 How to use the Mercury Knowledge Base
Quick guide & video for accessing & using the Mercury Knowledge Base
🟧 Join the Mercury Community
Connect with other Mercury users for free extended help & support
🟩 See what's New in Mercury
Product information library of all Mercury software releases
🟨 Did you know...?
Some great quick-fire Mercury tips & tricks!
Activities
All about Activities in Mercury - calls, emails, tasks, updates, appointments
Agreements & Compliance
Adding & managing compliance criteria for agreements
Applicants
Managing applications and Candidates
Candidates
The creation and management of Candidate records in Mercury
Candidate Portal
Articles to help you with the new version of the self-service portal for Candidates
Client Portal
Articles to help with understanding the self-service portal for Clients
Clients
How to log, manage and process all client data in Mercury
Contacts
Using & managing data around the hiring managers of Clients
Emails & Outlook
Creating, formatting and configuring emails within Mercury
Engagements
All about engagement records for Placements
Fees & Financials
Managing fees and costs for Placements, Vacancies and Clients
Forms & Views
Entering, displaying and working with your Mercury CRM data.
Hot Lists
Building, using & managing lists of key Contacts, Clients and Candidates
Info (Leads)
Capturing and managing Vacancy Leads
Mercury AI
A suite of essential AI tools boosting capacity and capabilities for Recruiters
Mercury Analytics
Self-service business insights at Enterprise scale
Mercury Assist & Mercury Academy
Information and updates for Mercury's in-app Digital Adoption solutions
Mercury Legacy Search
Everything about Mercury's powerful Candidate Searching tool
Mercury Search
Mercury's latest new-look and enhanced Candidate Searching tool
Placements
All about assigning and placing Candidates
Projects
Help & information for creating & managing client projects in Mercury
Project Management articles
This category is for articles related to Mercury Projects, to assist Clients with tasks that are assigned to them.
Searching, Reporting and Data maintenance
Articles relating to querying and maintaining your Mercury data
SharePoint
Articles relating to how Documents are managed within Mercury via Microsoft SharePoint
Spec Sends
Full guides on how to send spec CVs to clients
System Administration and extended User tasks
From starting out with Mercury to details of other features, user tasks and system setups
Timesheets & Expenses
All about managing & approving candidate/client timesheets & expenses
Vacancies & Shortlists
All about creating & managing Vacancies & Shortlists
Views, Charts and Dashboards
All about building & working with Mercury's powerful data displays
🟥 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
➖ Broadbean v2 and LogicMelon
Job Board software integration with Mercury
➖ ClickDimensions
Email Marketing software integration with Mercury
➖ CloudCall
Business Communications software integration with Mercury
➖ Daxtra Capture
CV Parsing software integration with Mercury (Capture module)
➖ Daxtra Search
CV Parsing software integration with Mercury (Search module)
➖ LinkedIn
Help & information about integration of LinkedIn with Mercury
➖ Microsoft Teams
All about integrating & using Microsoft Teams with Mercury
➖ Textkernel
CV Parsing software integration with Mercury
➖ Twilio
Twilio integration with Mercury for SMS functionality