What
Fields such as Last Contacted, Last Called and Last Emailed are displayed throughout Mercury within the key records; more prominently within a contact record. If a contact is updated and they are linked to a client record, it will update the fields on the linked Client. It is invaluable within Mercury, giving recruiters the information they need to restart communications.
Last Contacted should be a true reflection of when that individual was contacted and mailshots should not contribute towards this. We have therefore removed Sales or Marketing emails from contributing towards Last Contacted.
Where
Contacts > Contact record > General tab > last contacted section
Clients > Client record > General tab > 'Last Contact Details' section
Info > Info record > General tab > 'Last Contacted' field
How
For the example, we will use a Contact record:
When sending a Sales Email within Mercury, this will no longer update the Last Contacted field on a Candidate record. Sales Emails in Mercury include:
Emails sent from Mercury Search
Emails with an email template that has been marked as a Sales email
Any emails sent from Email Editor as Multiple
However, if you want to report on Sales Emails which are sent via the above methods, we have created new display fields especially with this in mind:
Home > Contacts > Edit Columns > Add Columns