Clients

This article shows you how to create a new Client record.

How to add a single Client Contact to more than one Client

How to create a Primary Contact for a client Client record.

The Client Project field locations and use.

This article explains the process of building a new Purchase Order from a Client record.

How to add a Tag to a Client record

A text field is available on the Client record called 'Client Known As'. The purpose of this field allows capturing client alias(es).

How to build an organisational hierarchy view for your Client.

How to create an Org Chart of Contacts for your Client.

How Client Ownership is governed.

Manage approval processes set up on new vacancies.

Where to find Discipline and Sector fields across vacancy, placement, and client records.

How to add the State field and display it in a Client record.

How to locate Tags that are no longer available or have gone missing.

All site locations should be added directly onto the Client record.

Off Limits feature allows the setup of important Client and Contact on-screen alerts.

Explanation of how to report on Business Units.

How to add Sectors to Client records.

For multicurrency agencies your default currency may not reflect that of the currency you / your clients work with.

Explanation of what the 'Share' button does

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.

How to select an updated Client Site address from a Placement.

Where to input or update Credit Check information on a client record.