Searching, Reporting and Data maintenance

For reporting purposes it is important to understand how certain fields such as Last Contacted are updated.

Fields that are used for Document Generation with the Standard Mercury Doc Gen query.

How to give users permission to export data from Mercury to Excel.

A guide to creating a personal Excel template for the Activities, Vacancies, Placements and Shortlists entities.

Generating report templates for Candidate or Client paperwork.

How to bulk import data into Mercury directly via Mercury CRM's import feature.

How to bulk import data into Mercury via Microsoft Power Apps import feature.

Inputting Merge Codes in Word Documents for when issuing Paperwork.

Advanced find feature

How to easily update & maintain Contacts data with quick Excel data exports/imports.

Explanation of how to report on Business Units.