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
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