What
Within Mercury, the facility to add an individual’s full Education record is now available. If a Candidate's/Contact's Education does not parse from their CV, or if their certifications have been provided outside of their CV, users will now be able to manually create the records via the Quick Create and the Education features within a Candidate/Contact record.
Where
Method 1 via Quick Create
Home > Quick Create + icon > Education > Complete the relevant fields > Save and Close > Access the Candidate/Contact main record from Contacts > Related > Education > The newly added data will be found there.
Method 2 via the Contact record
Home > Sitemap > Contacts > Select your View > Click into the record > Related > Education > + New Education > Complete the relevant fields > Save and Close > The record will update with the newly added information.
How
Method 1 via Quick Create
1. Click on the Quick Create + icon and select Education:
2. Complete all mandatory fields, however, the non-asterisk fields should also be completed, as these will distinctly identify what subject the Candidate/Contact undertook. The Location section can be filled to identify the specific location of where the Candidate/Contact studied:
Method 2 via the Contact record
1. Select a Candidate/Contact, and once in the record, click the Related tab followed by Education:
2. Click + New Education which will then take you to the Quick Create > Education side-window that can be viewed in the Quick Create section: