What
Client hierarchy > The Is Parent? toggle
Whilst creating a new Client in Mercury, there is now the capability to clearly mark and view if that record is a Parent client or a subsidiary.
From within a Client record, there is now a simple toggle which allows the Client to be clearly labelled as either a Parent company or a Subsidiary of a company.
NOTE: The default is set to Subsidiary.
Why
The essence of the feature is, for example:
Parent Client A has Rachel Green working there as an HR Officer.
Client B is a separate Client record which has Client A linked as it's Parent company.
A Vacancy comes up and Rachel is the Hiring Manager for it, but the Vacancy will be based at Client B's address.
The Vacancy will therefore be created via Client B's record.
Because the two records are linked, Rachel can be selected as the Hiring Manager, even though she has only been added and linked to Client A's record.
Where
Home > Clients > Click a Client record > General tab > Client Information section > Click in Is Parent? field > Toggle Subsidiary or Parent as required > Click Save on top ribbon.
How
To mark a client as a Parent, navigate to the front page of the client record:
Simply select the toggle on the Is Parent? field to change the default of Subsidiary to Parent:
Select the Save button on the top ribbon to save the changes:
Did you know?
Alongside this feature, a View has been created in the Client menu to make it simple to access a list of all Parent Clients:
NOTE: For Clients with existing Client records, the Is Parent? toggle will be set to blank.