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Mandatory Tags in Mercury are a great way of making it mandatory for users to apply specific tags to Candidate or Client contacts based on a variety of data points such as Location, Work Status or Specialism.
 
Enabling this functionality significantly adds to the power of Mercury Search allowing you to filter by the Tags applied.
 
If your organisation has enabled Mandatory Tags then you should contact your System Administrator if you aren't sure how you should be tagging Candidate and Client contacts.   
 
 

Mandatory Tags on a Contact record

What

Within a Contact record, mandatory Tags can be added to as a greater ways to screen Candidates.
 

Where

Home > Contacts > Contact record
 

How

Mandatory tags are displayed on the General tab of the Contact record. The tags that are mandatory are noted with a red asterisk * and what's available to choose from has been defined by your organisation: 

 
 

Tags are also visible under the Experience tab:
 
 

Client Contacts tags are under the Client Contact tab:
 
 

Tags applied to Contact records are all then available to filter your searches within Mercury Search:
 
 
 

Mandatory Tags on a Vacancy

What

Within a Vacancy, mandatory Tags can be added to any new or existing Vacancies to allow greater ways to screen Candidates.
 

Where

Home > Vacancies > Vacancy record > Related tab > Mandatory Tags tab
 

How

Within Mandatory Tags, click Add Existing Tag



From here, a side panel look-up menu will open up allowing users to search for all available Tags, type in a specific value, or + New Tag. 




More than one tag can be added at this stage. Once complete, click Add. These will be saved back to the Mandatory Tags tab on the Vacancy. 






 


 

 
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