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Adding a Candidate Company
How to add a candidate company such as candidates LTD Company or an Umbrella company
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Adding a Client Contact to Multiple Clients
How to add a single Client Contact to more than one Client
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Adding a Client to a Contact Record
Adding the client to a persons record to indicate they work for/at that client.
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Adding a Data Request to a Contact
Mercury allows you to track and log Data Requests and Removals
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Adding a Reference
This article shows you how to create a reference form.
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Adding a Tag to a Contact
How to Assign a Tag to a Contact record.
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Adding Education History to a Contact
The process of adding an individual's Education history to their record.
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Adding multiple Candidates to a Hot List from a Vacancy
How to populate Hot Lists with Candidates, directly from Vacancies.
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Adding New Work History
How to add new Work History to a Candidate Contact record.
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Audit History option does not show on Contact records
How to enable Audit History on Contact records.
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Business Process Errors when merging Candidate Contacts
Error messages when trying to merge two Contact records.
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CV Preview on-screen message > To start seeing previews, please log on by opening the document.
What to do when the CV Preview doesn't seem to work.
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Document tab in Contact records > adding New documents shows No Options Available
Workaround for adding new Documents to a Contact record.
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Duplicate Detection rules for Contact records
Set up Duplicate Detection rules for inactive Contact records.
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Editing a CV from the CV folder
Guidance on how to edit a CV from the CV folder.
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Email Tracking - Mercury and Outlook
One of our great features is the link between Mercury and the Microsoft Dynamics applications, which includes Outlook 365.
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Exporting Contact data via Excel
How to easily update and maintain Contact data using Excel
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Further Info tab explained
An article describing the fields on the Further Info tab on a Contact record.
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Last Contacted field in a Contact record
What updates a Contact's 'Last Contacted' field?
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Locate and restore missing Tags
How to locate Tags that are no longer available or have gone missing.
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Managing Email Consent
How to manage your Contacts email preferences with Mercury
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Mandatory Tags
Mandatory tags are a great way to improve Search results. Learn how to utilize them across a Contact record, and in a Vacancy.
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Merging duplicate Contact records
How to merge duplicate Contact records.
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Off Limits explanation
Off Limits feature allows the setup of important Client and Contact on-screen alerts.
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Placeability Score and Sentiment
A quick explanation of placeability score is and sentiment.
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Sales emails - Send / Don't Send
How to toggle the ability to send or not to send Sales emails to Candidates
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Shortlisting to a Vacancy from the Contact Record
You can add a Candidate to your Shortlist from the Candidate's Contact record.
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Updating Client Contact Company name
How to add an existing Client Contact and associate them with a new or different Client
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Updating Contacts Preferred Contact Methods
Updating a Contacts preferred contact method
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Updating Existing Work History
How to update the existing Work History in Mercury.
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Using Follow to build a list of Contacts
Following Contacts adds them directly to the Contacts | Follow system view for easy access.
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