What is Workspace?
Workspace is designed to improve the look, feel, usability, and performance of the Mercury CRM platform.
It is your new Homepage, or if you prefer, Control Centre, over which you have full control.
Workspace is fully customisable and allows you to change the names of your 'work' tiles to suit your personal working definition.
Pick a colour to easily differentiate between key activities, and position and size the tiles wherever you want on the screen.
At launch, Workspace supports:
- System and Personal Views
- Worklists
- Actionable views - including Applicants and Shortlists
- Activity and record actions
Workspace will see constant updates over the coming weeks and months, as we enable more features and options, such as Quick Actions and Analytics.
Some feature highlights...
1 You can have up to 10 tiles.
2 The Reset Layout button will reset to the first set of tiles selected by the use - i.e. not to the original layout of 5 blank tiles.
3 List and expand the individual records represented by each tile.
4 Take action on the expanded records.
Take a tour of Workspace
Jump to the video demo which will walk you through the key features of Workspace.
I can't see the Workspace menu option - what do I do?
This feature is available to all System Administrators, who can then enable it across their user base.
Please speak with your Mercury Customer Success Manager if you need assistance with feature availability or setup.
Some things to be aware of...
1 Please check that Popups in your web browser are enabled - i.e. not blocked - as this could prevent the Workspace page from loading properly.