Our aim is to continually make the Mercury software easier to use, better for your business development, and to help improve your outreach.
Use the pink selector below to jump to any of the top-level features of this release, which will in turn detail all the component parts of that feature.
Also, look out for any green Knowledge Article links within these release notes, which will provide extra supporting information for you.
Email Limit Definitions Adding Transactions Placement Client Contact Selection Reference Form New Look Forms
General Usability Improvements Software Fixes
🟢 EMAIL LIMIT DEFINITIONS FEATURE 25175
-Value Statement- -Improve engagement and reduce drop-off/unsubscribe rates!-
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Sales emails are a powerful and effective way to drive engagement with both Candidates and Clients, but you run the risk of damaging an existing or potential relationship by sending too many or, sending them too often. By configuring this new feature in Mercury, you can optimise the effectiveness of the Sales Emails you send by automatically enforcing any limits that you wish to introduce, while also ensuring you run a healthy cadence.
-Take control and drive the best possible outcomes.-
Click for Knowledge Article
Why have we done this?
Sales emails are an important part of business development in Recruitment, such as contacting Candidates about possible roles, or contacting Clients to understand if they have open roles that a Recruiter can help fill - all this can help you establish connections with Candidates and Employers.
However, sending of sales emails is a delicate balancing act that requires careful control. Send too many, too often, and you are just as likely to lose engagement than increase it.
Therefore, Mercury has introduced a new Email Limit Definition feature, that allows a business to:
1. Define the maximum number of Sales emails that a Recruiter can send in a day (as a business-wide setting, that can then be overridden on an individual Recruiter basis).
2. Define how frequently a Contact can receive a Sales email from anyone within the business.
By configuring this new feature in Mercury, a business can be sure that they optimise the effectiveness of Sales emails sent, by automatically enforcing any limits that they wish to introduce.
Here are the component parts of this feature:
Setting limits for Sales Emails UPDATES 25195 / 27932 / 31273
Explainer
The ability to set either a tenant (organisation) level limit of how many Sales Emails can be sent within a 24 hour period, or set it on an individual user basis. The limit set on an individual will override the tenant level. You can also reset the Sales Emails count on any User record.
Where is it?
A config file has been created called DAILY_SALES_EMAIL_LIMIT_PER_USER and there is a new field on the User record called Daily Sales Email Limit.
How does it work?
By entering a value within the Value – Integer field of the config file, it will set the Sales Email Limit for all users. An individual limit can be set on the User record, by entering an amount in Daily Sales Email Limit field within the Email Restriction section. Users with the Mercury - UCI App Super User security role are able to edit the Daily Sales Email Limit field. When sending a Sales Email, a count is incremented on the User record (not visible on the screen). This count will be reset to zero at midnight UTC, allowing Users to send Sales Emails up to their limit.
Additional information
When the Sales Email limit and contact interval configurations aren't set, then no Email Limit Definition checks will be carried out - ie. no limits will be applied. By leaving the configuration for Email Limit Definitions blank, no limits will be enforced. This means that you won’t see this functionality by default - it would need to be configured accordingly, using the Configuration entity in the Mercury admin app.
Tracking and Restrictions for Sales Emails UPDATES 25197 / 25206 / 25178
Explainer
Users will now see a count for Sales Email limits, so they can see how many emails have been sent, and how many they have left that can still be sent today.
Where is it?
This new feature can be seen when a Sales Email is being sent to Candidates via the built-in Mercury Email Editor.
How does it work?
When Email Limit Definitions are configured, a count will appear in the Email Editor. The count will not be displayed if Email Limit Definitions are not configured:
Additional information
There is also now the ability to restrict the addition of excessive recipients for Sales Emails via the Email Editor. When the number of recipients has been exceeded, as per the defined limit set for a user, the number in the Added tile is displayed in red, and the Send button is disabled. In addition, when hovering over the Added tile, it confirms the user has exceeded the limit:
Another new associated feature, is that there is also the ability to restrict the adding of Contacts to the emails, such that Recipients will now be blocked from being added if they were last sent a Sales Email within a configured timescale. This includes To, Cc and Bcc in the Email Editor. When adding a Recipient, a pop-up will appear, which will display a list of Contacts who weren't added, and the reason for not adding them:
🟢 ADDING TRANSACTIONS FEATURE 27360
-Value Statement- -Reduce delays and get paid quicker!-
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Mercury now presents personalised data when finalising Placements and creating Purchase Orders, which includes Currency and Currency symbol and Localised Date format. Tax codes no longer default to a set, and potentially incorrect, value; instead this is now a free text field and all information in the transaction drop-downs is listed alphabetically, making the correct selection far quicker and easier.
-Reduce unnecessary admin errors.-
Why have we done this?
As a result of feedback from customers right across our user base, we have made a number of improvements around the Add Transactions function within Placements in the Mercury CRM.
Here are the component parts of this feature:
Currency symbol for Purchase Orders UPDATE 27335
Explainer
This update enables the relevant Currency symbol to be displayed, when selecting selecting a Purchase Order.
Where is it?
Home > Placements > Select your View > Click on a Placement record > Add a financial Transaction
How does it work?
The Currency symbol associated with any selected Purchase Order, is displayed before the numeric amount:
Local displaying of Transaction dates UPDATE 27336
Explainer
All dates displayed within the Adding of Transactions, will be displayed in the user's local date format.
Where is it?
Home > Placements > Select your View > Click on a Placement record > Finance tab > Fees section > New Fee
and
Home > Placements > Select your View > Click on a Placement record > Related > Financial Transactions
How does it work?
The displaying of Transaction dates is driven from the Current Format field found in Personalization Settings. If nothing is changed, then all dates will default to UK format (DD/MM/YYYY). To update the settings, follow these steps:
Settings (cog icon) > Personalization Settings > Formats > update the Current Format selection as required:
Alphabetical ordering of all Transaction drop-downs UPDATE 27337
Explainer
All drop-downs within Add Transactions, displayed data in a random order, making it harder to find the value required, especially when there is a lot of data. This has now been enhanced to organise the data alphabetically in all drop-downs.
Where is it?
Home > Placements > Select your View > Click on a Placement record > Add a Transaction
How does it work?
The displaying of all drop-down data is now ordered alphabetically to allow for easier searching and identification of what is required.
Automatic defaulting of Tax Codes FIX 27338
Explainer
An issue has been addressed where the Tax Code was defaulting to a specific value, when instead it should be something that needs explicitly selecting by the user.
Where is it?
Home > Placements > Select your View > Click on a Placement record > Add a Transaction
How does it work?
The Tax Code field will now default to a blank value, until the user selects their required value from the drop-down.
Default Currency value FIX 27339
Explainer
We've addressed an issue where the Currency drop-down list was defaulting to the first value in the list of available currencies.
Where is it?
Home > Placements > Select your View > Click on a Placement record > Add a Transaction
How does it work?
The issue has now been fixed such that the Currency Code dropdown is now populated with the main currency from the associated Placement.
🟢 PLACEMENT CLIENT CONTACT SELECTION FEATURE 33151
-Value Statement- -Surface the right Contact first!-
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Mercury now only shows Client contacts linked to the specific Placement in question. Previously, all Client contacts were displayed, so this change delivers an immediate benefit in terms of user experience at desk level.
-Save time and work more efficiently.-
Why have we done this?
For customers with large numbers of Client Contacts, finding the right one when setting values on a Placement can be difficult, requiring the user to scroll through lots of unrelated data before they find the correct Contact. We have therefore updated the Placement form so that instead of having to select from every Client Contact in the system, the lookups now help the user to select from values that are linked to the Placement itself.
Here are the component parts of this feature:
Client contact Hierarchy UPDATE 28861
Explainer
When a user is setting values on the Contact fields on a Placement, instead of having to select from every Client in the Mercury database, the field lookups now help the user to select from values that are linked to the Placement itself.
Where is it?
Home > Placements > Select your View > Click on a Candidate record > Placement Details tab / Timesheets & Expenses related tab / Finance tab
How does it work?
You can now select an active Client contact from those available within the Client of the Placement, a Client within the Placement's Clients Hierarchy, or an active Connected Client with an active connection. This selection is available on the following fields in a Placement:
Placement Details > Invoice Contact
Placement Details > Paperwork Contact
Timesheets & Expenses > Approver 1
Timesheets & Expenses > Approver 2
Timesheets & Expenses > Approver 3
Finance > Primary Authoriser
Finance > Secondary Authoriser
🟢 REFERENCE FORM FEATURE 33149
-Value Statement- -Generate requests for References quicker!-
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Request Candidate references quicker and easier from a lookup of pre-configured Companies or by simply using the new Free Text field.
-Save time and remove unnecessary admin tasks.-
Why have we done this?
Prior to this change, if a Company wasn’t setup on the system that you would have wanted to use in a Reference, then you would have needed to create the Company and then go back to the Reference form; this created the need for a lot of 'clicks' in the system. Now, by allowing you to either select from a list of Companies that have been configured, or to type the name of a Company directly into the form, the setting up of References is much simplified.
Here are the component parts of this feature:
Adding a Company name to a Candidate's Reference UPDATE 17218
Explainer
The setting of a Company name on a Reference for a Candidate has been enhanced so that if the Company already exists in your Mercury database, it can be selected from a lookup of pre-configured Companies. If, however, a particular Company is not already configured in Mercury, then users can type in the required Company name in free text instead.
Where is it?
Home > Contacts > Select your View > Click on a Candidate > Related tab > References
How does it work?
There is now a new toggle called Company Known to Database - depending on the setting of this toggle, you will either see a lookup containing a list of existing Company name in your Mercury database, or a free text field for you to use to freely type in the name of the required Company.
🟢 NEW LOOK FORMS FEATURE 34030
-Value Statement- -New forms now surface even more key information!-
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See all the key Candidate information required in an enhanced View, and action requirements quicker and more efficiently. Our new forms now surface more information that will allow you to view the CV/Resume, Work History, Skills, Tags and the Activity Timeline, clearly and concisely all in one place. You’ll also be able to make updates to the Shortlist, Applicant record, as well as the Candidate record. You will also now be able to navigate through multiple records quickly via the List View. (Please note that these new forms were deployed as part of the v25 release and the old forms have since been deprecated.)
-Better user experience delivering greater productivity.-
Why have we done this?
As we introduce new forms into Mercury, we will initially release them as a v2 form. In this way, should a user encounter any issues with it, they will still have access to the original v1 form. Once the new form is confirmed to be fit for purpose, the v1 form is then removed and the v2 form becomes the only version available. The changes related to this feature outline where we have removed the old v1 form and the only version available from this point on will be the v2 form.
Here are the component parts of this feature:
Removal of Shortlist v1 form UPDATE 31575
Explainer
The new v2 Shortlist form has been promoted to be the only form available when viewing a Shortlist.
Where is it?
Upon selection of a Shortlist, only the new v2 form is now available, and therefore automatically displayed.
How does it work?
The original Shortlist v1 form is now not available nor displayed when opening or creating a new Shortlist. The new v2 form has now been renamed to show as Shortlist and is the only form available.
Removal of Applicant v1 form UPDATE 31579
Explainer
The new v2 Applicant form has been promoted to be the only form available when viewing an Applicant.
Where is it?
Upon selection of an Applicant, only the new v2 form is now available, and therefore automatically displayed.
How does it work?
The original Applicant v1 form is now not available nor displayed when opening or creating a new Applicant. The new v2 form has now been renamed to show as Applicant and is the only form available.
🟢 GENERAL USABILITY IMPROVEMENTS FEATURE 34034
Why have we done this?
With each release we try to include a number of improvements to the usability of the overall Mercury system. These changes are often related to requests made by customers or internal stakeholders.
Here are the component parts of this feature:
Accounting Legal Entity - new field on an Agreement UPDATE 30903
Explainer
There is now a new Account Legal Entity field on an Agreement, which will get mapped to its counterpart field on newly generated Placements.
Where is it?
On an Agreement record in the DETAILS section.
How does it work?
When a Shortlist is progressed to Accept Offer, the Placement will have its Accounting Legal Entity field updated to whatever is in the Agreement. When manually changing the Agreement on the Placement, its Accounting Legal Entity field will only update if the new Agreement has a value in its Accounting Legal Entity field too, so blank values will not blank out the Account Legal Entity on a Placement. The field on the Placement will never get cleared unless done so by the user.
Shortlist Sub-status on Quick Create UPDATE 29180
Explainer
Users can now add a Sub-status when quick creating a Shortlist.
Where is it?
Quick Create > Shortlist
How does it work?
When quick-creating a Shortlist, you can now add a Sub-status, but only for those with a Selected-linked status.
What is this section and why is it useful for me?
In this section we have included details of some general software fixes that we have rolled into this release. You may not have experienced all, or indeed any, of the issues that we have fixed in this release, depending on your particular use of the Mercury software, however, it is worth a read just in case there is something listed that will help you.
Configurable User Fields functionality being broken by upstream solutions FIX 30849
Explainer
It was found that configurable User Fields were not working for some customers with other solutions such as LinkedIn or Storage.
Where is it?
Any of the Client, Contact, Vacancy and Placement forms.
How does it work?
A fix has been applied so that any Mercury solutions that have forms that in effect layer themselves onto the above entities, will now work correctly.
Remove Pound Sterling value from the Create Placement Approval action FIX 30395
Explainer
Fixed an issue where the Create Placement Approval action was incorrectly setting the Currency to Pound Sterling.
Where is it?
Create Placement Approval action.
How does it work?
We have removed the Pound Sterling value from the Create Placement Approval action. Performing this action no longer sets the Currency.
Incorrect Phone Call Follow up details FIX 22078
Explainer
Fixed an issue where Follow up Phone Call details were incorrect. If you created a Phone Call from the Timeline, marked it as Follow up and then set a different Subject and Description to the original call, the new Subject and Description were being ignored, and instead the details from the original call were used.
Where is it?
Creating a Follow up Phone Call from the Timeline of any Contact, and filling in filling in the details on the Quick Create form.
How does it work?
The fix now ensures that the details provided on the Quick Create form for a Follow up Phone Call are used correctly.
Shortlist progression Currency FIX 1747
Explainer
When progressing a Candidate, if a Recruiter changed any of the Currencies in the pop-up dialog, the changed currency values were not being updated.
Where is it?
On any Shortlist record, triggered from the Progress Candidate pop-up dialog.
How does it work?
This has now been updated so that any changes made to the Currency in the Progress Candidate pop-up dialog, are reflected back in the Shortlist:
Project Owner filtering FIX 23542
Explainer
Where you have a Project which contains multiple Shortlists in the Candidates tab, there was an issue whereby if a filter was applied to the sub-grid, and then the filter was cleared again, all Candidates for all Vacancies became visible.
Where is it?
Home > Projects > Select a Project > Candidates tab
How does it work?
When clearing any filter on the sub-grid, the user is now shown only those Candidates associated to a Vacancy in that Project, rather than all Candidates for all Vacancies.
'As a' changing in a Follow up Call FIX 29306
Explainer
When a Follow up Phone Call is created, its As a field value was incorrectly setting itself to Candidate regardless of the field value it had on the original Phone Call.
Where is it?
On the Quick Create: Phone Call form
How does it work?
When a Follow up Phone Call is now created, its As a value is set to whatever its corresponding field value was on the original Phone Call.
Data Removal Request Date not populating FIX 31478
Explainer
An issues has been fixed where when requesting a Data Removal on a Contact record via the Data Removal Request ribbon-menu button, the dates would not update on the form.
Where is it?
Home > Contacts > Select a Candidate > Further Information tab
How does it work?
The Data Removal Requested date is now populated with the correct date:
Active Agreement not carrying over to the Placement FIX 32056
Explainer
An issue has been fixed whereby active Agreements were not being carried over to a Placement when progressing a Shortlist to Accept Offer.
Where is it?
In all places where you can progress a Shortlist to Accept Offer.
How does it work?
When the configuration item USE_DEFAULT_RATES_FOR_ACCEPT_OFFER is set to True, and Accept Offer is selected, and then Yes is clicked in the confirmation dialogue box, a Placement is now generated with the Agreement from the associated Vacancy.
🔴 END