Introduction
This release is all about making Mercury feel easier, clearer and more intuitive, by reducing the little frustrations that slow people down, things like hunting for the right button, opening multiple records to find information, or navigating inconsistent layouts between forms.
You’ll now see actions grouped more logically, clearer screens, and a much more consistent flow across Shortlists, Vacancies, Contacts and Placements.
We’ve also introduced improvements that help you understand what’s going on much faster. Whether it’s seeing the Hiring Manager straight from the Placements tab, viewing the latest candidate feedback at a glance, or having cleaner “Last Contacted” data that reflects how your business works, the aim is to give you more confidence in your information and reduce the need for workarounds.
Together, these enhancements add up to a noticeably smoother experience: fewer clicks, better visibility, more reliable data, and workflows that just make sense.
A Cleaner, More Flexible Way to Access Mercury Actions
WhatWe’ve introduced a new single Mercury action button where all Mercury functionality will be consolidated into one flyout menu. This replaces the need to navigate a busy ribbon and gives customers greater control over how Mercury actions are presented. Organisations can:
All Mercury actions are due to be migrated through this single-entry point.
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Configurable Last Contacted Date logic
What
You can now configure exactly what updates the Last Contacted date on Client, Contact, and Candidate records.
Customers can define:
- Which activity types update the Last Contacted date (for example: phone calls, emails, LinkedIn InMail)
- Whether the direction of the activity matters (inbound vs outbound)
- Whether actions such as a voicemail vs a completed call should count as a contact.
This configuration applies consistently across the system and is visible to all users.
Why
Different organisations define “contact” in different ways. For some, a voicemail counts; for others, only a two‑way conversation matters. The same applies to inbound vs outbound communication and channels such as email or LinkedIn.
By making Last Contacted logic configurable, Mercury now reflects how your business actually works, not a one‑size‑fits‑all definition. This leads to more meaningful tracking, better prioritisation, and clearer visibility of engagement.
Additional value is unlocked through reporting and list views: teams can now build views suited to different use cases, based on Last Contacted dates that genuinely reflect their chosen contact strategy.
Where
This applies to:
- Client records
- Contact records
- Candidate records
The configured Last Contacted date is visible to all users and can be used across views, filters, and reporting.
Email Recipient Context & Reply Count
What
We’ve improved how emails are tracked and categorised when they are recorded from incoming email messages.
Mercury now examines the sender’s email address to determine the correct context:
- Emails sent from a work email address are identified as Client Contact activity
- Emails sent from a personal email address are identified as Candidate activity
This context is explicitly set on the email record, making it clear who the email relates to and how it should be treated.
In addition, Mercury now tracks email replies by identifying responses received to emails that were originally sent from the business. A reply count is recorded against the originating activity.
Why
Clear visibility of email engagement is critical when managing candidate and client communications, but historically it has been difficult to separate and analyse activity accurately, particularly when individuals appear in multiple roles or when working through high‑volume outreach.
These improvements provide two key benefits:
- Cleaner, more reliable email activity data, making it easier to filter, report on, and understand engagement by contact type
- Clear visibility of responses, allowing users to quickly see which communications have resulted in engagement and which have not
- Which summaries have generated responses
- Which contacts may need a follow‑up
- Where engagement is strongest and where attention should be focused
The result is better prioritisation, more targeted follow‑ups, and stronger engagement across the pipeline.
Where
This applies to email activity recorded against:
- Client Contacts
- Candidates
The recipient context and reply count are available on the email record and can be used in filtering, list views, and reporting.
Multi‑Candidate Updates & Modernised Update Forms
What
We’ve enhanced the Update functionality on Shortlists to support multi‑candidate processing, alongside a refreshed, modernised UI. Previously, the Update function could only be used for one candidate at a time. You can now:
- Select multiple candidates on a Shortlist
- Choose an Update action (for example, Submit)
- Progress each selected candidate through the same update step in one flow, including sending emails where applicable
- Interview arrangement
- Offer made processes
These Update forms have been visually refreshed to provide a more consistent, modern experience across Mercury.
Why
Having two different ways to progress candidates—Progress Candidate and Update—created duplication in functionality and inconsistency in user experience. It also limited customers who preferred the Update approach, especially when working with multiple candidates at once.
By enabling multi‑candidate updates and modernising the UI, customers now have a single, consistent approach for progressing candidates through a shortlist. This supports faster workflows, reduces unnecessary switching between features, and simplifies training and adoption.
As a result, organisations that prefer the Update workflow can now confidently disable the Progress Candidate feature, removing duplication and further simplifying the user experience.
Where
This enhancement is available from the Shortlist view, where multiple candidates can be selected and progressed using the Update function.
The updated forms apply to submission, interview arrangement, and offer processes.
Enhanced Candidate Board & List Controls
What
We’ve completely modernised the Candidate Board and Candidate List experiences within a Vacancy, introducing a new set of intuitive, high‑performance controls.
The updated Shortlist Board now supports:
- Search across all candidates and all visible information within tiles
- Grouping by sub‑status, making it easy to see where candidates sit in the process
- Multiple sort options
- Expandable and collapsible candidate tiles for quick focus or full visibility
- Work history
- Latest feedback
- The candidate positioning description sent to the client
- Most recent interview details
Both the Board and List controls are fully searchable, and the available actions are identical in each view, allowing users to switch freely without losing capability.
This feature is available today for Shortlists and will also be available for Applicants, including both Applicant Board and Applicant List views, as part of the core release.
Why
Recruiters need fast, clear visibility of candidates without unnecessary navigation or screen changes. Legacy boards and lists made it harder to search, compare, and prioritise candidates—especially in high‑volume or fast‑moving vacancies.
These enhancements are a cornerstone of our UI/UX and simplification workstream, delivering:
- Faster, more responsive screens
- A clearer, more consistent experience across board and list views
- Full candidate visibility at a glance, without sacrificing performance
Combined with the newly refreshed modern candidate card, users get immediate access to the information that matters most, supporting quicker decisions, easier prioritisation, and a smoother day‑to‑day workflow.
Where
This experience is available within:
- Vacancy Shortlists (Board and List views)
- Applicant Board and Applicant List (available as part of the core release)
All Updates and Enhancements
Ribbon Button Updates & UI Layout Improvements
| Product Improvement Number | Headline | Description |
| 111606 | Configurable Progress Candidate Actions on Shortlists | What: Adds the ability to control the visibility, order, and labels of Progress Candidate ribbon buttons (Submit, Client Shortlist, Interview, Offer Made, Accept Offer, Reject) directly on the Shortlist entity ribbon. Why: Different agencies and teams use shortlists in different ways. This update gives Config Analysts and Mercury Admins full control over which actions are shown and how they are presented, making the Shortlist experience clearer, more relevant, and easier to maintain—without relying on rigid, one‑size‑fits‑all workflows. How: From configuration, admins can choose which Progress Candidate buttons appear on the Shortlist ribbon, reorder them to match real‑world processes, and rename labels to reflect internal terminology. This approach is reusable and sets a consistent pattern for managing other ribbon actions, including future Vacancy ribbon enhancements. |
| 111607 | Configurable Update Candidate Actions on Shortlists | What: Adds the existing Update Candidate actions into the new Mercury ribbon dropdown on the Shortlist form, with support for controlling visibility, order, and labels. Why: This gives Config Analysts and Mercury Admins consistent control over how candidate update actions are presented on Shortlists, ensuring only relevant actions are shown and aligned to each agency’s workflow—reducing clutter and improving usability for recruiters. How: From configuration, admins can manage which Update Candidate buttons appear within the Mercury dropdown, reorder them to reflect real‑world processes, and rename labels to match internal terminology. This aligns with the configurable approach used for Progress Candidate actions and supports a consistent, scalable ribbon management model across Mercury. |
| Product Improvement Number | Headline | What / Why / How Description |
| 96164 | Consolidated Mercury Actions on Contact Ribbon | What: Moves all Mercury‑related ribbon buttons on the Contact form into a single Mercury dropdown (flyout), providing a consistent and streamlined action layout. Why: As more actions are added over time, the Contact ribbon can become cluttered and harder to navigate. Grouping Mercury actions into one dropdown makes it easier for recruiters to quickly find and use the actions they need, improving efficiency and reducing visual noise. How: On the Contact form, existing Mercury ribbon buttons are now accessed via the Mercury flyout. This creates a cleaner ribbon experience and aligns with the wider Mercury approach to contextual ribbon management across entities. |
| 96164 | Consolidated Mercury Actions on Contact Ribbon | What: Moves all Mercury‑related ribbon buttons on the Contact form into a single Mercury dropdown (flyout), providing a consistent and streamlined action layout. Why: As more actions are added over time, the Contact ribbon can become cluttered and harder to navigate. Grouping Mercury actions into one dropdown makes it easier for recruiters to quickly find and use the actions they need, improving efficiency and reducing visual noise. How: On the Contact form, existing Mercury ribbon buttons are now accessed via the Mercury flyout. This creates a cleaner ribbon experience and aligns with the wider Mercury approach to contextual ribbon management across entities. |
| 111779 | Configurable Candidate Actions on Contact Ribbon | What: Enables configurable control over candidate‑specific Mercury actions on the Contact form ribbon, including the ability to manage the visibility, order, and labels of actions such as Activities, Email actions, Daxtra tools, matching actions, Shortlisting, parsing updates, and HireAra. Why: Recruiters need quick access to the right candidate actions without navigating a cluttered ribbon. This update makes it easier to see and use relevant actions while giving Config Analysts and Mercury Admins the flexibility to tailor the Contact experience to how their teams work. How: From configuration, admins can control which candidate‑specific Mercury buttons appear within the Contact ribbon dropdown, reorder them to reflect real‑world workflows, and rename labels to match internal terminology. All actions are grouped within the Mercury dropdown, creating a cleaner, more consistent, and easier‑to‑navigate Contact ribbon experience. |
| 29998 | Consolidated & Configurable Placement Ribbon Actions | What: Introduces a single Mercury dropdown on the Placement form ribbon, with configurable control over the visibility, order, and labels of key placement actions including Clone, Change Client, Sync Agreement, Validation actions, Convert to Permanent, Issue Paperwork, Extensions, Transactions, Confirm Start, and Email actions (to Client Contact and Candidate). Why: Placement management involves many actions, which can make the ribbon crowded and harder to navigate. Grouping all Mercury actions into one configurable dropdown makes it easier for recruiters to quickly find what they need, while giving Config Analysts and Mercury Admins flexibility to tailor the ribbon to their placement processes. How: On the Placement entity ribbon, all Mercury actions are now accessed via the Mercury dropdown. From configuration, admins can choose which buttons are shown, reorder them to match real‑world workflows, and rename labels to align with internal terminology—creating a cleaner, more consistent, and easier‑to‑use Placement experience. |
| 96166 | Configurable Shortlist Ribbon Buttons for Email & Daxtra | What: Adds configuration control over the visibility, order, and label of key ribbon buttons on the Shortlist form, including Email to Candidate, Email to Contact, and Daxtra Reformatter. Why: Gives Config Analysts and Mercury Admins greater flexibility to tailor the Shortlist experience, ensuring only relevant actions are shown, in the right order, with clear naming—reducing clutter and improving usability. How: From configuration settings, admins can choose which of these buttons are visible on the Shortlist ribbon, reorder them to match business workflows, and rename labels to align with internal terminology. This approach is designed to be reusable for future Shortlist ribbon actions. |
| 112708 | Configurable HireAra Action on Shortlist Ribbon | What: Adds HireAra as a configurable action within the Mercury ribbon on the Shortlist form, with support for controlling the visibility, order, and label of the HireAra button. Why: This gives Config Analysts and Mercury Admins full control over how HireAra appears on Shortlists, ensuring the action is only shown when relevant and positioned in a way that matches each agency’s workflow—keeping the Shortlist ribbon clean and easy to manage. How: When the configuration value HIREARA_INTEGRATION_URL is set to True, the HireAra button becomes available on the Shortlist Mercury ribbon. From configuration, admins can then manage whether the button is visible, where it appears in the ribbon order, and how it is labelled, consistent with other configurable Shortlist actions. |
Ribbon Structure Applied to Grids & Subgrids
| Product Improvement Number | Headline | What / Why / How Description |
| 112934 | Consistent Mercury Ribbon Actions on Vacancy Views | What: Applies the standard Mercury ribbon button structure to Vacancy views and subgrids, ensuring actions are presented in a consistent format across Vacancy records. Why: Recruiters work across multiple views and subgrids when managing vacancies. Inconsistent command layouts can slow users down and create confusion. This change delivers a familiar, predictable command experience wherever Vacancy data is accessed. How: The Mercury ribbon structure has been applied to the Vacancy main grid and all Vacancy subgrids, aligning action placement and behaviour with the wider Mercury ribbon approach. This ensures recruiters see and use Vacancy actions in the same way, regardless of where they are working in the system. |
| 112951 | Consistent Mercury Ribbon Actions on Placement Views & Subgrids | What: Applies the standard Mercury ribbon button structure to Placement views and subgrids, ensuring Placement actions follow the same command layout used elsewhere in Mercury. Why: Recruiters frequently move between Placement records, grids, and related subgrids. A consistent ribbon structure reduces confusion, speeds up day‑to‑day tasks, and creates a more predictable command experience when managing placements. How: The Mercury ribbon structure has been applied to both the Placement main grid and all Placement subgrids, aligning action placement and behaviour with the broader Mercury ribbon approach. This ensures Placement actions are accessed in a consistent way, regardless of where the user is working. |
| 112931 | Consistent Mercury Ribbon Actions on Contact Views | What: Applies the standard Mercury ribbon button structure to Contact views and subgrids, ensuring Contact actions are presented in a consistent way across the application. Why: Recruiters frequently work with Contacts across grids, subgrids, and records. Inconsistent command layouts can slow users down and create confusion. This update provides a familiar, predictable command experience wherever Contacts are accessed. How: The Mercury ribbon structure has been applied to the Contact main grid and all Contact subgrids, aligning action placement and behaviour with the wider Mercury ribbon approach used across Vacancies and Placements. This delivers a cleaner and more consistent user experience when working with Contacts. |
| 118283 | Hot List Actions Available on Contact Subgrids | What: Adds the Add to Hot List(s) action to Contact subgrids via the Mercury flyout, making Hot List functionality available directly from grid views. Why: Previously, users had to open a contact record to add someone to a Hot List. This enhancement reduces unnecessary clicks and makes it quicker to Hot List candidates or client contacts while reviewing records in context. How: The Add to Hot List(s) button is now available in the Mercury flyout on Contact subgrids, including Client (Person and Mercury Contact) and Hot List areas. Users can add contacts to Hot Lists directly from the subgrid without leaving their current view. |
| 118807 | Shortlist Candidates to Vacancies Directly from Contact Subgrids | What: A new Shortlist to Vacancies button has been added to Contact subgrids within the Mercury Flyout, available on Client (Person and Mercury Contact) records and Hot Lists. Why: Recruiters often need to shortlist candidates while reviewing contacts in different contexts. Previously, this required navigating away from the current view, adding unnecessary clicks and breaking focus. This improvement streamlines the workflow and keeps users in context. How: From the Contact subgrid, users can now open the Mercury Flyout and select Shortlist to Vacancies directly, allowing them to quickly add a candidate to a vacancy without leaving the form or list they’re working in. This reduces clicks and speeds up candidate shortlisting. |
Candidate Progression & Update Enhancements
| Product Improvement Number | Headline | What / Why / How Description |
| 109829 | Refreshed Update Candidate UI for Substatus & Feedback | What: Introduces a refreshed user interface when progressing a candidate via Update on Substatus and Feedback, delivering a cleaner and more modern experience. Why: A consistent look and feel across Mercury improves usability, reduces cognitive load, and makes candidate progression easier and more intuitive for recruiters. This update aligns Update Candidate with the wider Mercury design standards. How: The Update Candidate Substatus/Feedback screen now makes better use of available space and applies colour themes in line with the selected Status Reason. There is no change to behaviour or functionality—only the visual presentation has been updated. This UI will act as the standard design pattern for future Mercury updates. |
| 109832 | Refreshed Interview & Reschedule Interview UI in Update | What: Refreshes the Interview and Reschedule Interview pages within Update Candidate to use the new Mercury UI layout, consistent with the rest of the Update experience. Why: A consistent look and feel across Update Candidate improves usability, reduces confusion, and helps recruiters move through interview actions more confidently and efficiently. How: The Interview and Reschedule Interview screens now follow the standard Update UI pattern and enforce completion of all required fields before progressing. This ensures key interview details are always captured, while maintaining the same underlying behaviour—only the presentation and validation experience have been improved. |
| 109833 | Refreshed Offer Made UI in Update Candidate | What: Introduces a refreshed Offer Made user interface when progressing a candidate via Update, applying the new Mercury design standard. Why: A consistent look and feel across all Update Candidate actions improves usability, reduces friction, and helps recruiters progress candidates with confidence. This update aligns Offer Made with the wider Mercury UI direction. How: The Offer Made screen now makes better use of available space and applies colour themes in line with the selected Status Reason. There has been no change to behaviour or underlying functionality—only the visual presentation has been updated. This UI will act as the standard for future Mercury Update experiences. |
| 109834 | Refreshed Accept Offer UI in Update Candidate | What: Introduces a refreshed Accept Offer user interface when progressing a candidate via Update, applying the new Mercury design standard. Why: Maintaining a consistent look and feel across all Update Candidate actions improves usability and confidence for recruiters when completing key progression steps. This ensures Accept Offer aligns visually with the rest of the Mercury Update experience. How: The Accept Offer screen has been updated with the new UI layout used across Update Candidate, making better use of space and aligning styling with Mercury’s design patterns. There has been no change to behaviour or functionality—only the visual presentation has been updated. |
| 109835 | Refreshed Reject UI in Update Candidate | What: Introduces a newly redesigned Reject page within Update Candidate, bringing it in line with the modern Mercury UI used across other Update actions. Why: A consistent and modern interface across all Update Candidate pages improves usability, reduces friction, and gives recruiters a clearer, more intuitive experience when progressing or rejecting candidates. How: The Reject screen has been rebuilt using the standard Update Candidate layout and styling, ensuring consistency with other Update pages. There has been no change to underlying behaviour or logic—the update focuses purely on modernising the user experience and visual consistency. |
| 117926 | Capture Temporary Offer Details When Progressing Candidates | What: The Make Offer (Update) page now supports four new Temporary-specific fields when progressing a candidate to Offer Made for Temporary roles only: Candidate Pay Currency, Candidate Pay, Temp Deduction %, and Temp Deduction Amount. Why: Recruiters need to capture accurate and complete pay and deduction information for temporary placements. Previously, this data had to be entered elsewhere, increasing the risk of gaps or inconsistency. This update ensures all relevant temp details are recorded at the right moment in the workflow. How: When updating a candidate to Offer Made for a Temporary vacancy, recruiters can now enter all required temporary pay and deduction details directly on the Update screen, enabling richer data capture without navigating to a separate form. |
| 115300 | Improved Financial Field Formatting in Update (Submit) | What: Enhances financial fields within Submit (Update Candidate) to automatically apply thousand separators and two decimal places, with inline validation of entered values. Why: Entering and reviewing financial values is easier and more reliable when numbers are clearly formatted and validated. This change improves readability, reduces data entry errors, and ensures consistency with how financial values are displayed elsewhere in the core Mercury and Dynamics product. How: Financial fields on the Submit page now validate user input and format values automatically. For example, values are standardised to two decimal places and formatted with thousand separators where applicable, while invalid inputs are rejected. This ensures clean, consistent financial data without changing existing behaviour. i.e. ""100"" -> ""100.00"" ""1000.125"" -> ""1,000.13"" ""1,00"" -> ""100.00"" ""abc"" -> invalid ""+447"" -> invalid |
| 116196 | Usability Improvements to Submit in Update Candidate | What: Introduces small layout and spacing improvements to the Submit page within Update Candidate, refining the presentation of key fields. Why: These tweaks improve readability and usability when entering financial and submission details, making the page easier to scan and reducing friction during candidate progression. How: The main content area on the Submit page has been indented by an additional 10px on each side (20px total), creating clearer visual structure. The shorter left‑hand field has also been widened to improve visibility of the concatenated currency field. No behaviour or logic has changed—this update is purely a visual and usability enhancement. |
Candidate & Vacancy Experience Improvements
| Product Improvement Number | Headline | What / Why / How Description |
| 84985 | Latest Feedback Added to Vacancy Shortlist View | What: Updates the All Short Listings subgrid on the Candidates tab of the Vacancy form to include Latest Feedback and other key progression fields, replacing less relevant information when working within a vacancy context. Why: When reviewing shortlisted candidates on a vacancy, recruiters need immediate visibility of the most recent feedback to assess progress and take action. Showing Latest Feedback directly in the vacancy shortlist reduces unnecessary navigation and encourages feedback to be captured in the correct place, maintaining a complete activity timeline. How: The All Short Listings subgrid view on the Vacancy form now displays the following columns: Candidate, Job Title (Candidate), Status Reason, Substatus, Latest Feedback, Latest Interview Date, Modified On, Rejection Reason, and Owner. This change applies only to the Vacancy subgrid view. Other areas that use the All Short Listings view (such as the main shortlist grid) retain their existing columns, and this vacancy‑specific view cannot be selected elsewhere. |
| 115223 | Refined Candidate Company Form Layout | What: Introduces a refreshed and more intuitive Candidate Company form layout, aligned with the standard Mercury design used across other entities. Why: The previous layout made it harder to quickly scan and understand key information and felt inconsistent with the rest of the Mercury product. This update improves readability, usability, and familiarity for recruiters working across multiple record types. How: The Candidate Company form has been reorganised to follow the modern Mercury layout. The Notes tab has been migrated into the General tab under a new Notes section, using the same timeline previously shown. In addition, Bill from Self Bill has been capitalised and updated from a checkbox to a toggle control, improving clarity and visual consistency. |
Contact & Client Experience Improvements
| Product Improvement Number | Headline | What / Why / How Description |
| 105329 | Preserve Client Context for Activities | What: Records the client a person was associated with at the time an activity was completed, ensuring the original client context is retained. Why: Contacts can move between clients over time. Without this context, historical activities can appear disconnected or misleading. This improvement ensures recruiters can always see activity history against the correct client, even if a contact later changes employers. How: When an Email, Appointment, or Phone Call activity is completed, the system captures and stores the contact’s current client. That activity will continue to display against that client’s record, preserving accurate historical reporting and visibility. |
| 112635 | Accurate Context for Tracked Inbound Emails | What: Improves email tracking to correctly record whether a tracked inbound email relates to a Client Contact or a Candidate Contact, instead of defaulting all emails to “Client Contact”. Why: Recruiters rely on accurate context to understand conversations and activity history. Incorrectly tagging emails can cause confusion, reduce trust in reporting, and make it harder to review communication history—especially when managing both clients and candidates at scale. How: When inbound emails are tracked from Outlook and manually linked to contacts via the Dynamics sidebar, Mercury now uses the available contact information to automatically populate the “As a…” field with the correct context (Client or Candidate). This ensures tracked emails are accurately tagged and displayed in the right context across the system. |
| 105516 | Hiring Manager Now Visible in All Placements View | What: The All Placements view on the Recruiting tab of the Mercury Account form now displays the Hiring Manager (Client Contact). The view has also been updated to sort by Start Date, with the most recent placements shown first. Why: Recruiters and BD teams often need to quickly identify key client contacts linked to placements. Previously, this required opening each individual placement record, slowing down research and outreach. How: From the Recruiting tab, users can now scan the All Placements view to immediately see the Hiring Manager alongside each placement, making it faster to identify decision‑makers and support BD activity without leaving the list view. |
| 115411 | New Active Placements View on Client | What: Introduces a new Active Placements view for the Placements subgrid on the Mercury Client (Account) form. Why: Recruiters often need to quickly see only current, in‑flight placements when reviewing a client. Previously, this required manually filtering the All Placements view each time. This new view removes that friction and saves time. How: The new Active Placements view mirrors the existing All Placements view but automatically filters to show only placements with an active status. It is available directly from the Placements subgrid on the Client form, allowing recruiters to switch views and immediately focus on active work. |
| 112910 | More Addresses – Improved Column Order | Thanks to customer feedback, Address fields now appear in a more logical and readable order, making data easier to scan. |
Configurable Last Contacted Details
| Product Improvement Number | Headline | What / Why / How Description |
| 58009 | Configurable “Last Contacted” Logic for Emails & Phone Calls | What: Makes the Last Contacted field configurable, allowing customers to choose whether emails (including sales emails) and phone calls (including voicemails) should update the Last Contacted date on Contacts and Clients. Why: Different recruitment businesses value different types of communication. Some prioritise phone conversations, while others rely more heavily on email. This change gives recruitment managers control over what meaningful contact looks like for their business, improving the accuracy and relevance of the Last Contacted field. How: Configuration settings allow admins to enable or disable whether emails and/or phone calls contribute to the Last Contacted date. Once configured, Mercury will only update Last Contacted based on the selected activity types. |
| 114006 | Configurable “Last Contacted” Logic for Appointments | What: Extends the Last Contacted configuration to include Appointments, allowing customers to decide whether appointment activities should update the Last Contacted date on Contacts and Clients. Why: Not all businesses consider appointments to be meaningful contact. This enhancement gives recruitment managers control over whether appointments reflect genuine engagement for their organisation, ensuring the Last Contacted field remains accurate and relevant to how teams work. How: Admins can configure whether Appointments contribute to the Last Contacted field alongside existing Email and Phone Call options. Once set, Mercury will update Last Contacted only when the configured activity types occur. Configuration guidance is available in the Mercury support documentation (Confluence). |
| 116637 | Updated Tooltips for Configurable “Last Contacted” Fields | What: Updates the tooltips for the Last Contacted field (and related fields such as Last Called and Last Emailed where applicable) to reflect the new configurable behaviour. Why: With Last Contacted now configurable by activity type, existing tooltips no longer accurately described how the field is updated. Clear, up‑to‑date tooltips help users understand what the field represents, reducing confusion and increasing trust in the data. How: On both the Contact and Client entities, tooltips have been revised to explain that Last Contacted is driven by the activity types enabled in configuration. This ensures on‑screen guidance is consistent with how the field now behaves in practice. |
Advanced Find Enhancements
| Product Improvement Number | Headline | What / Why / How Description |
| 113896 | Expanded Advanced Find in Mercury Admin App | What: Updates Advanced Find in the Mercury Admin App to align more closely with the main Mercury application by adding access to a wide range of administrative, configuration, and operational entities, while removing entities that are not relevant to admin workflows. Why: Previously, Advanced Find behaved differently across applications, creating inconsistency and limiting admin visibility. This change ensures Mercury Admin users have access to the entities they need for reporting, troubleshooting, configuration, and data management—without unnecessary noise from unsupported or irrelevant entities. How: Advanced Find in the Mercury Admin App now includes:
|
| 113900 | Advanced Find Alignment in Mercury App | What: Updates Advanced Find in the Mercury App by adding access to selected configuration and operational entities, while removing entities that are no longer relevant to day‑to‑day Mercury usage. Why: Advanced Find previously differed between the Mercury App and the Mercury Admin App, creating inconsistency and confusion. This change ensures users see a more relevant, streamlined list of entities, aligned with how the Mercury App is intended to be used. How: Advanced Find in the Mercury App now includes
At the same time, the following entities have been removed from Advanced Find.
|
Fee Management Improvements
| Product Improvement Number | Headline | What / Why / How Description |
| 113847 | New Active Placement Fees System View | What: Introduces a new system view called Active Placement Fees, displaying Fees that are associated with a Placement and currently active. Why: Recruiters and finance users need quick visibility of which fees are active against a placement without manually filtering or navigating multiple records. This view makes it easier to understand fee status at a glance and supports more efficient placement management. How: The Active Placement Fees system view is available on the Fees entity and automatically surfaces fees linked to placements that are active, providing a clear and consistent way to review current placement‑related fees. |
| 113848 | New Active Retainer Fees System View | What: Introduces a new system view called Active Retainer Fees, displaying Fees that are associated with a Vacancy and currently active. Why: Recruiters and finance users need a quick and reliable way to see which retainer fees are active against vacancies without applying manual filters. This view provides clear visibility and supports better fee management and oversight. How: The Active Retainer Fees system view is available on the Fees entity and automatically surfaces active fees linked to vacancies, making it easy to review and manage retainer‑based fee arrangements. |
Rate & Financial Settings
| Product Improvement Number | Headline | What / Why / How Description |
| 111131 | New “Additional” Rate Type | What: Adds a new “Additional” option to the Type of Rate field, allowing recruiters to record non‑standard rate values. Why: Not all commercial arrangements fit neatly into existing rate categories. This update gives recruiters the flexibility to accurately capture supplementary or non‑standard rates without misusing existing rate types. How: When creating or editing a Rate, users can now select Additional from the Type of Rate options. This value behaves consistently with other rate types while clearly identifying rates that sit outside standard structures. |
Progress Multiple Candidates
| Product Improvement Number | Headline | What / Why / How Description |
| 84029 | Progress Multiple Candidates to Submit | What: Enables recruiters to progress multiple shortlisted candidates to Submit in one action, directly from the Shortlist subgrid most commonly used on the Vacancy > Candidates tab. Why: Progressing candidates one‑by‑one was time‑consuming and repetitive, especially when submitting several candidates for the same vacancy. This enhancement significantly reduces admin effort and speeds up shortlisting workflows. How: Recruiters can now select multiple records within the shortlist subgrid and update them to Submit in a single action. During the process, users also have the option to apply the same field values to all remaining shortlisted candidates in that session, ensuring consistency while saving time. |
| 84031 | Progress Multiple Candidates to Client Shortlist | What: Enables recruiters to progress multiple shortlisted candidates to Client Shortlist in a single action, directly from the Shortlist subgrid. Why: Client shortlisting often involves moving several candidates forward at the same time. Previously, recruiters had to update each candidate individually, which was time‑consuming and repetitive. This enhancement significantly reduces admin effort and speeds up vacancy workflows. How: Recruiters can now select multiple records within the shortlist subgrid—most commonly from Vacancy > Candidates—and update them to Client Shortlisted in one step. This delivers a faster, more efficient way to manage candidate progression while maintaining consistent outcomes. |
| 84032 | Progress Multiple Candidates to Interview | What: Enables recruiters to progress multiple candidates to Interview in one flow, using a carousel‑based Update experience consistent with other multi‑select Update pages. Why: Scheduling and updating interviews often involves several candidates at the same stage. Updating each record individually was time‑consuming and repetitive. This enhancement significantly speeds up interview management and reduces admin effort. How: Recruiters can select multiple shortlisted candidates from the shortlist subgrid (commonly via Vacancy > Candidates) and progress them to Interview in a single session. The carousel approach allows users to move through each candidate efficiently, ensuring interview details are captured quickly and consistently. |
| 84033 | Progress Multiple Candidates to Reject | What: Enables recruiters to reject multiple shortlisted candidates in one action directly from the Mercury flyout, streamlining bulk shortlist management. Why: Rejecting candidates one at a time is time‑consuming, particularly when working large shortlists. This enhancement allows recruiters to process shortlists en masse, significantly speeding up workflows while ensuring consistent communication and status updates. How: Recruiters can select multiple shortlist records and use the Reject action from the Mercury flyout to update them in a single session. Users also have the option to apply the same status reason and comments to all remaining selected candidates, reducing repetitive input and improving consistency across updates. |
Address Picker Enhancements
| Product Improvement Number | Headline | What / Why / How Description |
| 105533 | Address Picker Added to Placement Form | What: Introduces a new Address Picker control on the Mercury Placement form, allowing users to search for and select addresses via a modern lookup experience. Why: Placements can involve clients with many saved addresses, making long dropdown lists slow and frustrating to use. This update improves usability and consistency with other areas of Mercury, helping recruiters find the right address quickly and accurately. How: On the Placement form, the address field now uses the standard Mercury address lookup/picker, enabling users to search and select addresses instead of scrolling through lists. This delivers a faster, cleaner, and more intuitive address selection experience. |
| 105535 | Address Picker Added to Placement Validation | What: Introduces the new Address Picker control to the Placement Validation form, enabling address lookup and selection within the Placement tab of the validation process. Why: When validating placements, users often need to work with clients that have multiple saved addresses. Scrolling through long lists was inefficient and inconsistent with other areas of Mercury. This update improves usability and aligns Placement Validation with the wider Mercury address experience. How: The Placement Validation form (accessed via Placements → Placement → Mercury Button → Validate Placement) now uses the Mercury Address Picker on the Placement tab. Relevant address fields have been updated to support the picker, allowing users to search and select addresses quickly and accurately, without changing existing validation behaviour. |
| 106330 | Address Picker Added to Fees | What: Introduces the Mercury Address Picker control on Fees, including when creating a new Fee, allowing users to search for and select addresses via a modern lookup experience. Why: Fees are often linked to clients with multiple saved addresses. Scrolling through long address lists was time‑consuming and inconsistent with other parts of Mercury. This update improves usability and ensures a consistent address selection experience across the product. How: When viewing or creating a Fee, address fields now use the Mercury Address Picker, enabling users to quickly search and select the correct address instead of manually browsing lists. This delivers a faster, cleaner, and more intuitive workflow without changing existing Fee behaviour. |
Updated Tooltip
| Product Improvement Number | Headline | What / Why / How Description |
| 111106 | Clearer Tooltip for “Can Split by Project” on Timesheet Templates | What: The tooltip text for the “Can Split by Project” option on Timesheet Templates has been updated to provide clearer guidance for users. Why: Timesheets can now include lines associated with a Project, which has caused some confusion with the existing Project entity in Mercury used to group vacancies from a recruiter perspective. The updated tooltip clarifies the distinction and prevents misinterpretation. How: When hovering over the “Can Split by Project” option, users will now see the updated tooltip: “Option to allow Candidate to split their time across Projects. This is not a link to the ‘Projects’ entity which is used to group Vacancies from a Recruiter perspective.” This ensures users understand the setting without needing additional guidance. |
Other
| Product Improvement Number | Headline | What / Why / How Description |
| 116520 | Update Commands Now Use New Shortlist Pages | What: Updates the config‑driven Mercury > Update commands to launch the new custom Shortlist pages, aligning them with the refreshed Update Candidate UI. Why: Recruiters should have a consistent, modern experience regardless of whether they use legacy or configurable Update actions. This change ensures all Update flows benefit from the improved UI and UX, without users needing to change how they work. How: The configurable Update buttons under the Mercury ribbon now reference the same new custom pages already used by legacy Update commands. This brings visual and interaction consistency across all Update Candidate actions, while maintaining existing behaviour and outcomes. |