Any record that contains a timeline can have a call associated with it. See an example below from the Contact record.
Navigate to the Contact Record that you wish to add the call and Click the + button within the timeline and select Phone Call.
You will then be presented with the Quick Create: Phone Call:
Fill in the information required and save your call.
As a...: When logging a call with a contact who is both a client contact and a candidate, it is important to log in which capacity you are speaking to them.
Purpose: This list are your call types. The list is a dropdown of field options that would have been provided by your business when you first purchased Mercury. These are important for being able to build reports on certain call types.
Subject: This will autofill with the call type select from the purpose field. If desired, this can be amended to give a more specific subject title.
Left Voice Mail: It is clear what this field is for. However a good system tip is to be aware that if this is toggled to Yes, the phone call will not be included as Last Contacted.
Description: This is where notes will be added about what was discussed on the phone call.
Regarding: This will automatically link to the contact but can be changed to link to any other record within the system. Commonly, it is used to link to a vacancy.
Direction: This is recording who made the call. It will default to Outgoing but can be changed to Incoming.
Mark As Completed: This field is important to understand. It is asking if you have fully completed logging your call notes. If all notes have been completed, leave this as Yes. Once the call is logged and showing on the timelines, it can be read or accessed from the timeline but it can no longer be edited. It will be considered a completed/closed activity.
If you begin to log your notes and another call comes through and you want to finish the notes later, toggle to No. It will be considered an open task, with a title of Active on the timeline. It will be in your list of activities and will need to be completed later.
Follow Up: If you wish to schedule a date for another call with this candidate, you can enter a date here to create a scheduled activity. This will not appear in Outlook but will be displayed in the Recruitment Consultant dashboard with the 'My Calls To Complete' tile. It will also be displayed with all of your open activities (open meaning they have not been completed within Mercury).
Logging a Phone Call via the Quick Create icon
The Quick Create icon on the top right tool bar is an amazing tool for recruiters. Activities can be logged at any time, no matter where you are in the system:
Click onto Activities
Select Phone Call
Log your call, as above. The difference from here will the Call To field will be empty. You will need to start typing in the name of the person.
Managing your Activities
From the Activity menu, activities can be monitored, completed, created and filtered.