Shortlisting to a Vacancy from the Contact Record

You can add a Candidate to your Shortlist from the Candidate's Contact record.

Where

Contacts > Candidate record > Candidate tab > Shortlists > Click +New Shortlist
 
 

A Quick Create: Shortlist side panel menu will open. Search and select the relevant Vacancy, then click Save and Close.  
 

This Shortlist information will show in two locations:
1. Within the Candidate tab of a Mercury Contact record.
 
 
2. Within the Candidates tab of the Mercury Vacancy record.
 
 

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