What
This article explains how you can set up a specific view to help you manage Candidates who are reaching their Placement end dates and/or Contractors coming towards the end of their assignments.
Where
Home > Contacts
How
1. Click into the main Contacts focus from the Mercury sitemap over in the far left menu panel.
2. Click the Views drop-down and select the Candidates Active view.
3. Click Edit Columns > Add columns
4. Add the following columns:
Contact tab > Contractor
Related tab > Current Placement (Placement) dropdown > Original End Date (Current Placement)
5. After applying the new columns, within the main view you can filter the Contractor column to show only Contractor Candidates.
6. Additionally, sort the Original End Date column by Newer to Older. For more precise dates, there is the option to sort by set time periods, such as Today, This month, Next X days, Next X weeks, etc.
Save new view and set as default
After adding new columns and/or filters, the original view name will now have an asterisk symbol to show it has been edited.
1. Click the drop-down arrow beside the view name.
2. Select Save as new view.
3. Name the new view (required field), and additionally give it a Description. This is useful for views with many filters and/or column, and then Save.
4. To set this new view as your default every time you open Mercury, open the views dropdown and select Set as default view.