Activities

How to create a Task from a Client or Contact record Timeline.

How to add activities using quick create.

Instructions on how to send an Appointment invitation.

How to add an Update Activity to a record.

Mercury Storage Solutions - Detailed steps for Archived Activities

An information article about the Mercury Archiving Solution.

Mercury activites that sync to your outlook Outlook.

Limits can be made on the number of sales emails sent out to or by an individual over a given period.

One of our great features is the link between Mercury and the Microsoft Dynamics applications, which includes Outlook 365.

How to log phone calls in Mercury

How to manage draft emails

How to manage your Activities

New feature allowing Recruiters to pin Activities to the top of Timelines for Client, Contact, Vacancy and Placement entities.

How to Email from a Contact Record

How to share an activity with a colleague.

Mercury is available in Outlook via the 365 Dynamics App. The app gives you instant access to a contact's full record in Mercury

How to view someone else's activities.