Important Announcement
PubHTML5 Scheduled Server Maintenance on (GMT) Sunday, June 26th, 2:00 am - 8:00 am.
PubHTML5 site will be inoperative during the times indicated!

Home Explore Merlin CRM Reference Guide

Merlin CRM Reference Guide

Published by tsanderson1, 2017-06-15 15:54:48

Description: Phase 1 implementation

Keywords: none

Search

Read the Text Version

Confidential 5 5. To select a row of search criteria, click the drop-down list next to the row and click Select Row. 5/25/2017 Merlin CRM Reference Guide 100

Confidential 6 7 6. After you have selected all desired search criteria, click Query. 7. Click the desired group search operator. For this example, we will use Group OR. 5/25/2017 Merlin CRM Reference Guide 101

Confidential The search operator displays next to the selected search criteria. You may continue to select the remaining search criteria and apply a group search operator. 5/25/2017 Merlin CRM Reference Guide 102

Confidential Now that you have grouped search criteria and applied specific search operators to each group of search criteria, you may also apply a group search operator to all groups of search criteria. 5/25/2017 Merlin CRM Reference Guide 103

Confidential 8 8. To select a group of search criteria, click the drop-down list next to group’s search operator and choose Select Group. 5/25/2017 Merlin CRM Reference Guide 104

Confidential 9 10 9. After you have selected all groups of search criteria, click Query. 10. Click the desired group search operator. For this example, we will use Group AND. 5/25/2017 Merlin CRM Reference Guide 105

Confidential 11 The search operator displays next to the selected groups of search criteria. 11. Click Results. 5/25/2017 Merlin CRM Reference Guide 106

Confidential 12 The search results display. Next, let’s target more specific search results by adding additional search criteria. 12. Click the Advanced Find tab. 5/25/2017 Merlin CRM Reference Guide 107

Confidential 13 13. Enter additional lines of search criteria. 5/25/2017 Merlin CRM Reference Guide 108

Confidential 14 14. Select the new search criteria and add a group search operator. In this example, we will use GROUP OR. 5/25/2017 Merlin CRM Reference Guide 109

Confidential The search operator displays next to the selected search criteria. You can tie all groups of search criteria together with a search operator. 5/25/2017 Merlin CRM Reference Guide 110

Confidential 16 17 15 15. Select each main group of search criteria. 16. Click Query. 17. Click Group AND. 5/25/2017 Merlin CRM Reference Guide 111

Confidential 18 The search operator displays next to the selected search criteria. 18. Click Results. 5/25/2017 Merlin CRM Reference Guide 112

Confidential 19 The results display based on the targeted search criteria. 19. Click the Advanced Find tab. 5/25/2017 Merlin CRM Reference Guide 113

Confidential 20 20. Click Save As. 5/25/2017 Merlin CRM Reference Guide 114

Confidential 21 22 21. Enter the name of the view. 22. Click Save. 5/25/2017 Merlin CRM Reference Guide 115

Confidential The view name displays in the Use Saved View field. NOTE: When you access this view in the future, the view will automatically refresh the results based on the search criteria saved in the view. 5/25/2017 Merlin CRM Reference Guide 116

Confidential ARRANGING COLUMNS IN A SAVED VIEW 1 1. Click the Advanced Find icon. 5/25/2017 Merlin CRM Reference Guide 117

Confidential 3 2 The Advanced Find pop-up window displays. 2. Verify the view you want to arrange columns for displays in the Use Saved View field. 3. Click Edit Columns. 5/25/2017 Merlin CRM Reference Guide 118

Confidential 4 5 The Edit Columns pop-up window displays. 4. Select a column to move. 5. Select the arrows to move the column left or right. 5/25/2017 Merlin CRM Reference Guide 119

Confidential 6 For this example, we moved the Primary Specialty column next to the Full Name column. 6. To sort a column, click Confirgure Sorting. 5/25/2017 Merlin CRM Reference Guide 120

Confidential 7. In the Configure Sort Order pop-up window, select the desired sort by options and click OK. 5/25/2017 Merlin CRM Reference Guide 121

Confidential 8 8. To add a column, click Add Columns. 5/25/2017 Merlin CRM Reference Guide 122

Confidential 9 10 11 9. In the Add Columns pop-up window, verify the Record Type is Contact. 10. Select the desired column to add. 11. Click OK. 5/25/2017 Merlin CRM Reference Guide 123

Confidential 12 The selected column is added. 12. To change a column’s properties, click Change Properties. 5/25/2017 Merlin CRM Reference Guide 124

Confidential 13 13. In the Change Column Properties pop-up window, you can change the width of the column, and click OK. 5/25/2017 Merlin CRM Reference Guide 125

Confidential TIP: You may also remove a column by clicking on the column name and clicking Remove. 14 14. After you have edited the columns for your view, click OK. 5/25/2017 Merlin CRM Reference Guide 126

Confidential 15 15. Click Save to save your changes. 5/25/2017 Merlin CRM Reference Guide 127

Confidential SHARING A SAVED VIEW 2 1 1. Locate the view you wish to share. 2. Click the Advanced Find icon. 5/25/2017 Merlin CRM Reference Guide 128

Confidential 3 The Advanced Find pop-up window displays. 3. Click Saved Views. 5/25/2017 Merlin CRM Reference Guide 129

Confidential 5 4 A list of Active Saved Views displays. 4. Select the view you wish to share. 5. Click the List Tools Saved Views tab. 5/25/2017 Merlin CRM Reference Guide 130

Confidential 6 7 6. Click Collaborate. 7. Click Share. 5/25/2017 Merlin CRM Reference Guide 131

Confidential 8 The Share saved view pop-up window displays. 8. Click Add User/Team. 5/25/2017 Merlin CRM Reference Guide 132

Confidential 9 10 The Look Up Records pop-up window displays. 9. In the Search field, enter the name of the person with whom you will be sharing the view. 10. Click Select. 5/25/2017 Merlin CRM Reference Guide 133

Confidential 11 The user’s displays under Selected records. 11. Click Add. 5/25/2017 Merlin CRM Reference Guide 134

Confidential 13 12 14 The user’s name now displays along with options for specific permissions. 12. Click the checkbox next to the user’s name to select the user. 13. Select the desired permissions you wish to grant to the user. 14. Click Share. The view will now display in the selected user’s view list. 5/25/2017 Merlin CRM Reference Guide 135

Confidential DOWNLOADING NAMES AND PHONE NUMBERS FOR TEXT BLASTING This section provides details on how to download candidates’ names and phone numbers for text blasting. EXPORTING A VIEW TO EXCEL 2 1 TIP: For additional Export to Excel options, click the drop- down icon. 13. Select the View you wish to export. 14. Click the EXPORT TO EXCEL option. 5/25/2017 Merlin CRM Reference Guide 136

Confidential The Excel file downloads to your system. 5/25/2017 Merlin CRM Reference Guide 137

Confidential USING MAIL MERGE This section contains directions on how to create a new email template and send bulk emails. CREATING A NEW EMAIL TEMPLATE 1 1. From your dashboard on the CRM Homepage, click the Recruiters drop-down list. 5/25/2017 Merlin CRM Reference Guide 138

Confidential 2 2. Click Settings. 5/25/2017 Merlin CRM Reference Guide 139

Confidential 3 3. Click Templates. 4 4. Click Email Templates. 5/25/2017 Merlin CRM Reference Guide 140

Confidential 5 A list of available templates displays. 5. Click New. 5/25/2017 Merlin CRM Reference Guide 141

Confidential TIP: The Template Type defaults to Global. Always change the Template Type to 6 Contact. 6. In the Email Template Type pop-up, change the Template Type to Contact. 5/25/2017 Merlin CRM Reference Guide 142

Confidential 7 7. Click OK. 5/25/2017 Merlin CRM Reference Guide 143

Confidential 8 9 10 A blank email template displays. 8. Enter a title. 9. Enter a subject. 10. Construct the body of the email. 5/25/2017 Merlin CRM Reference Guide 144

Confidential 12 11 You may insert dynamic fields to personalize the email with data from CRM. 11. To personalize the email with contacts’ names, type “Hello ,” in the body of the email and place your cursor before the comma. 12. Click Insert/Update. 5/25/2017 Merlin CRM Reference Guide 145

Confidential 13 13. In the Data Field Values pop-up window, click Add. 5/25/2017 Merlin CRM Reference Guide 146

Confidential 14 15 14. In the Add Data Value pop-up window, click the Record Type drop-down list and select Contact. 15. Click the Field drop-down list and slect the approate field (for this example, Full Name). 5/25/2017 Merlin CRM Reference Guide 147

Confidential 16 16. Click OK. 5/25/2017 Merlin CRM Reference Guide 148

Confidential 17 The field selected now displays in the Date Field Values pop-up window. 17. Click OK. 5/25/2017 Merlin CRM Reference Guide 149


Like this book? You can publish your book online for free in a few minutes!
Create your own flipbook