This article highlights all new features & updates, plus important bug fixes, for v24 of Mercury, making the software easier to use, better for business development and improving your outreach. Email Editor is one of the main areas covered in this release. There has also been some significant development work for Info, Vacancies, Shortlists, Projects, Invoices, Contacts, Clients and Placements. Look out for green Knowledge Article links below, providing extra supporting information. Please note that all items have been grouped by product area, detailing all updates & fixes together for each specific area.
EMAIL EDITOR Deactivated Recipients NEW UPDATE 15608
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What
In the Email Editor, recruiters can no longer search for or select inactive Client Contacts, inactive Candidates and inactive Users within the To, Cc and Bcc fields. This will prevent any accidental communication to a person who shouldn’t be contacted.
Where
This change has been made within the Email Editor directly. Within Mercury, there are multiple places where the Email Editor can be launched, this change will be present whenever the Email Editor is launched. On a Contact, you can Email directly from the ribbon :
The Email Editor can also be launched via the Contact list:
How
If launching the Email Editor from a Contact record and the Contact is inactive, the To will not populate:
When searching for individuals within the To, Cc and Bcc, inactive Client Contacts, Candidates and Users will not be returned or selectable.
EMAIL EDITOR CV naming for branded & unbranded CVs NEW UPDATE 1557
What
We have made it easier for senders and recipients of emails that have CVs attached to see which CV is related to which Candidate. This allows senders of emails to know they have attached the correct CVs and the recipient to more easily open or save the documents and know who the CV is related to, without having to rename the file themselves.
Where
Attaching CVs via the Mercury Email Editor.
How
The naming convention for the CVs has been changed so that the existing convention of calling them either cv.doc or branded.doc when attaching CVs via the email editor is changed to [<first name> <surname>] cv_branded - for branded CVs, and to [<first name> <surname>] cv - for unbranded CVs.
EMAIL EDITOR Allow Calibri size 11 font NEW UPDATE 1725
What
Within the Email Editor, users were unable to select Calibri as a font family and 11 as a font size, which resulted in a discrepancy between the Salutation and the body of the email.
Where
This change has been made within the Email Editor directly. Within Mercury, there are multiple places where the Email Editor can be launched. This change will be present whenever the Email Editor is launched. On a Contact, you can Email directly from the ribbon :
The Email Editor can also be launched via Contact list :
How
Within the Email Editor, users are now able to select the font family of Calibri and font size of 11 :
EMAIL EDITOR Paste text only NEW UPDATE 1908
What
Pasting in text from an external source into the Email Editor has sometimes been problematic, and formatting was retained during pasting. This often caused the Email Editor to breach its character limit. We’ve therefore taken the approach to strip all formatting when pasting text into the Email Editor.
Where
This change has been made within the Email Editor directly. Within Mercury, there are multiple places where the Email Editor can be launched. This change will be present whenever the Email Editor is launched.
The Email Editor can also be launched via Contact list :
How
When pasting in any text from an external source, all formatting will be stripped. The text will be pasted in a plain format, which will then allow the ability to format within the Email Editor itself :
EMAIL EDITOR Restrict font and font size NEW UPDATE 11505
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What
As companies have brand guidelines, it’s everyone’s responsibility to follow and adhere to those guidelines. We’ve added a new feature within Mercury to restrict users from changing the font family and font size within the Email Editor.
Where
This requires a change to be made to the DEFAULT_EMAIL_STYLE within the Configuration section under the Support area of the Mercury Admin app :
Changing the <Value – boolean> to Yes will enable this feature and therefore users will no longer have access to change font family or font size within the Email Editor :
How
When using the Email Editor, users will no longer have Font Family or Font Size available for selection. Users will still be able to format the text within the Email Editor.
Restricted :
Not restricted :
EMAIL EDITOR Mailshots no longer update Last Contacted NEW UPDATE 19131
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What
Last Contacted is invaluable within Mercury - it gives recruiters the information they need to restart communications with the Contact and see when they were last contacted by your company. Last Contacted should be a true reflection of when that individual was contacted and mailshots should not contribute towards this. We have therefore removed Sales or Marketing emails from contributing towards Last Contacted.
Where
Last Contacted is situated on the Contact record towards the bottom of the page :
How
When sending a Sales Email within Mercury, this will no longer update Last Contacted on the Candidate record. Sales Emails in Mercury are :
-
Emails sent from Mercury Search
-
Emails with an email template that has been marked as a Sales email
-
Any emails sent from Email Editor as Multiple
EMAIL EDITOR Configurable default salutation prefix NEW UPDATE 19475
What
Within the Email Editor, we have defaulted the Salutation prefix to Hi, but as companies are using templates and might not necessarily want to prefix the salutation to Hi, we’ve taken the opportunity to make this configurable. You will now be able to set the salutation prefix to anything, including not having one.
Where
This requires a change to be made to the DEFAULT_EMAIL_STYLE within the Configuration section under the Support’ area of the Mercury Admin app :
Update the <Value – string> to include your preferred prefix :
How
As this change is made within the Email Editor, users will now notice the change in salutation prefix :
EMAIL EDITOR Single email generating duplicates BUG FIX 16599
What
Resolved a bug whereby when there were multiple recipients in the To field for a Single Email in the Email Editor, each recipient was sent multiple emails. This has now been addressed and the Email Editor will no longer send multiple emails to the recipients.
Where
This change has been made within the Email Editor directly. Within Mercury there are multiple places where the Email Editor can be launched - this change will be present whenever the Email Editor is launched. On a Contact, you can Email directly from the ribbon:
The Email Editor can also be launched via the Contact list:
How
Within the Email Editor, if Single Email is selected then one email will be sent, with recipients being able to see who the email was sent to:
If Multiple Email is selected, then each recipient will receive one email directly to them, therefore unable to see who else the email was sent to :
EMAIL EDITOR Special characters BUG FIX 12240
What
Resolved an issue where special characters were causing an issue when trying to send an email within the Email Editor.
Where
This change has been made within the Email Editor directly. Within Mercury there are multiple places where the Email Editor can be launched - this change will be present whenever the Email Editor is launched :
Also able to launch the Email Editor via the Contact list :
How
When attaching a document from the Candidate’s SharePoint location, no errors will occur if the attachments have special characters. The following characters are not allowed within file names in SharePoint - ; ” * : < > ? / \ |
INFO New form layout NEW UPDATE 16900
What
New layout of an Info record to make it consistent with other form layouts within Mercury.
Where
On an Info record, which can be found on the site map - Home > Info > Select any View > Click into any Info record
How
New layout which includes the Timeline within the middle of the General tab :
VACANCIES Convert to Permanent Vacancy link NEW UPDATE 2141
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What
When a Temporary Placement is converted to a Permanent Placement, customers can now decide if the Vacancy link is retained.
Where
A new configuration file will be added which controls if the Vacancy link is maintained during conversion, which is found within the Configuration section under the Support area of the Mercury Admin app. Converting a Temporary Placement can be done via the ribbon menu.
How
If setting <Value – boolean> is Yes on CONVERT_TO_PERM_LINK_TO_VACANCY then Vacancy will be populated on the newly created Permanent Placement when using the Convert to Permanent ribbon button on a Placement.
Configuration File :
Placement :
VACANCIES Vacancy tab moved BUG FIX 2493
What
Candidates Tab is shown on the 2nd tab instead of the 3rd tab.
Where
The Vacancy form.
How
When creating or viewing a Vacancy.
VACANCIES Address limit on a Vacancy BUG FIX 5440
What
The Vacancy wasn't being saved if the address from the Client address was greater than 100 characters.
Where
The General tab on a Vacancy.
How
The character limit has now been increased on the Address fields. This has been detailed in schema changes.
SHORTLISTS Shortlist currency not copying from the Vacancy BUG FIX 4703
What
Changing the currency on a Shortlist based on the Vacancy's currency - ie. the currency on the Shortlist record now mirrors the currency displayed on the Vacancy record.
Where
On the Shortlist form.
How
When a Shortlist is created from the Vacancy using the Quick Create form, the system now applies the currency to the Shortlist by copying the same currency from the Vacancy.
SHORTLISTS Address limit BUG FIX 6540
What
Character limits on Address fields on a Shortlist were not matching the rest of the system.
Where
The General tab on a Shortlist.
How
The character limit has now been increased on the Address fields. This has been detailed in schema changes.
PROJECTS Owner column on a Project NEW UPDATE 20544
What
Owner has been added as a column when looking at Candidates on a Project.
Where
The Candidates tab on a Project.
How
Users can now see the Owner column on Candidates when viewing a Project :
PROJECTS Discipline on a Project NEW UPDATE 20990
What
Discipline has been added to a Project.
Where
Within the Details section of the Project.
How
Ability to record Discipline on a Project. When creating a Vacancy directly from a Project, Discipline will be carried through.
PROJECTS User Fields on a Project NEW UPDATE 20995
What
Custom Fields have been added to a Project entity.
Where
A new tab labelled Custom Fields on a Project.
How
Users can now input bespoke information on a Project.
PROJECTS All Shortlists showing on a Project BUG FIX 20543
What
Resolved an issue where all Shortlists were showing when going back to the Project after reviewing a Shortlist.
Where
On a Project, on the Candidate’s tab and opening a Shortlist, then navigating back. Converting a Temporary Placement can be done via the ribbon menu.
How
The Candidates tab on a Project will display all Shortlists that are associated to Vacancies assigned to that Project:
INVOICES Additional Invoice instructions NEW UPDATE 20336
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What
Additional information can now be recorded on Invoice Instructions.
Where
On the Invoice Instructions entity. These can be found within the Mercury Admin application under the Config area. Invoice Instructions can be applied to a Client.
How
New fields on Invoice Instructions where you are able to record whether a Purchase Order is required, whether to include timesheets and whether to consolidate all invoices.
CONTACTS Ability to change Data Request / Data Removal on a Contact NEW UPDATE 1140
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What
Data Protection Officers will be able to amend Data Request and Data Removal dates.
Where
Data Request & Data Removal fields are found on a Contact record, under the Further Information tab.
How
Users with the Mercury - Data Protection Officer security role now have the ability to manually amend Data Request Received, Data Request Due, Data Removal Requested and Data Removal Due. Those fields will still be locked for users with the Mercury - Recruiter role.
Mercury - Data Protection Officer Mercury - Recruiter
CONTACTS Nationality (free text) not hidden BUG FIX 19783
What
Resolved an issue where Nationality (free text) was still visible despite being included in the configuration record to hide the fields.
Where
The issue occurred when Nationality (free text) was included in a Client record and looking at the Contacts tab. Configuration files are within the Configuration section under the Support area of the Mercury Admin app. Schema field names can be added to the <Value – string> fields, where they will then be hidden on the Contact :
/msdyn_blobfile/$value)
How
When including Nationality (free text) within the HIDDEN_FIELDS.CONTACT configuration file, it will no longer be visible on the Contact record.
CONTACTS Address limit on a Candidate Company BUG FIX 6539
What
Character limits on the Address fields on a Candidate Company were not matching the rest of the system.
Where
The General tab on a Candidate Company.
How
The character limit has now been increased on the Address fields. This has been detailed in schema changes.
CLIENTS Unable to email Contacts from a Client BUG FIX 20297
What
Resolved an issue where users were unable to send an email to a Contact when on a Client record.
Where
This issue occurred when viewing a Client record and looking at the Contacts tab :
How
When on a Client record and looking at the associated Contacts, if one or more Contacts are selected, an Email option appears in the ribbon :
From the Email option, you are now able to email the Contact based on their context (Candidate or Client Contact) :
PLACEMENTS Candidate address fields still required BUG FIX 19126
What
Full configurability when finalising a Placement. It was found that when removing everything from Finalise Terms configuration files, users were still required to populate Candidate Company Address details.
Where
This issue occurred when trying to finalise a Placement, and Candidate Company address details were still required, even though nothing was in the Finalise Terms configuration files :
Configuration files are within the the Configuration section under the Support area of the Mercury Admin app. Schema field names can be added to the <Value – string> fields, to then make the relevant field required when finalising a Placement :
/msdyn_blobfile/$value)
/msdyn_blobfile/$value)
How
The required fields for finalising terms on a Placement will be taken from PLACEMENT_FIELDS_REQUIRED_TO_FINALISE_TERMS and PLACEMENT_ADDRESS_FIELDS_REQUIRED_TO_FINALISE_TERMS :
PLACEMENTS Weekly margin not calculating correctly BUG FIX 12243
What
Resolved an issue where Weekly Margin on a Placement was not calculating correctly. This was only occurring on Placements where Frequency was set to Monthly. Weekly Margin was multiplying instead of dividing.
Where
Weekly Margin is found within the Calculated Values section of a Placement.
How
Weekly Margin value will now correctly calculate when on a Monthly Placement. Calculation is as follows - Gross Profit / Number of Weeks :
As you can see from the screenshot above, the Placement started on 01/11/2022 and lasts until 30/11/2022, which equates to 4.4 weeks, therefore £1,023.26 / 4.4 = £232.56.
PLACEMENTS Address limit BUG FIX 5445
What
Placements could not be saved if addresses from the Client were greater than 100 characters.
Where
Addresses on a Placement.
How
The character limit has been increased on the Address fields, which are listed in schema changes.
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