Config Option: Hide existing fields in Mercury

How to configure an existing field in Mercury to make it hidden.

Feature Overview

Allows the hiding of existing fields in Mercury. You can hide fields on the following forms / entities:

  • Fee

  • Candidate

  • Client

  • Financial transaction

  • Placement

  • Vacancy

Purpose

Allows you to govern which data fields in the Mercury CRM are displayed or hidden from users, to help streamline the user experience and minimise which fields to focus on when saving or updating data records.

Defaults and Considerations

You should carefully consider this for the optimum fit for your users.

To Enable or Amend this Feature

Please log a Service Request with Mercury Support, or consult your Mercury Customer Success Manager with your requirements.

Have any feedback on this article? Let us know or ask the Community if you need more help.