Merlin CRM Reference Guide

Confidential 18 The field displays in the body of the email. 18. To add the unscription notice, go to the bottom of the email, type “To unsubscribe from receiving emails from MSO, click here.” 5/25/2017 Merlin CRM Reference Guide 150

Confidential 20 19 19. Select (highlight) the words “click here.” 20. Click Unsubscribe. 5/25/2017 Merlin CRM Reference Guide 151

Confidential 21 A link is added to “click here”. If receipients, click this link, an email is sent back to the owner, letting the owner know to remove the recipient from the email list. 21. Click Save and Close. 5/25/2017 Merlin CRM Reference Guide 152

Confidential The newly created email template displays in the list of email templates. 5/25/2017 Merlin CRM Reference Guide 153

Confidential SENDING BULK EMAIL 1 1. Select which candidates you wish to send a bulk email by clicking next to candidates’ names. 5/25/2017 Merlin CRM Reference Guide 154

Confidential 2 2. After you have selected the candidates, click SEND DIRECT EMAIL. 5/25/2017 Merlin CRM Reference Guide 155

Confidential 3 4 WARNING: USE CAUTION WHEN USING THIS OPTION. The bulk mailing will be sent to all records! 5 3. Select the desired email template. 4. Select one of the avialable options under “Send direct email to.” 5. Click Send. 5/25/2017 Merlin CRM Reference Guide 156

Confidential CREATING AN ASSIGNMENT RECORD This section explains how to create an assignment record. CREATING AN ASSIGNMENT RECORD 1 1. From your dashboard on the CRM Homepage, select Recruiters, then select Contacts. All active contacts will populate on the screen. 5/25/2017 Merlin CRM Reference Guide 157

Confidential 2 2. Search for the contact for which you want to add an assignment record. 5/25/2017 Merlin CRM Reference Guide 158

Confidential 3 3. Double-click the contact (highlighted in blue) to open the record. 5/25/2017 Merlin CRM Reference Guide 159

Confidential 4 5 4. Click the pancake icon next to the contact’s name. 5. Select Submittals/Assignments. 5/25/2017 Merlin CRM Reference Guide 160

Confidential 6 6. Click the + to add an Assignment Record. 5/25/2017 Merlin CRM Reference Guide 161

Confidential 7 The New Assignment screen displays. 7. Click in the Job Order field, select the job order. You may click Look Up More Records to locate additional job orders. 5/25/2017 Merlin CRM Reference Guide 162

Confidential 8. Scroll down to the bottom of the screen and locate the Administration section. 5/25/2017 Merlin CRM Reference Guide 163

Confidential 9 9. In the Business Unit field, type MSO. When MOS displays in the drop-down list, select MSO. NOTE: You will always enter MSO for the Business Unit. 5/25/2017 Merlin CRM Reference Guide 164

Confidential 10 10. Click the Save icon at the bottom of the screen. 5/25/2017 Merlin CRM Reference Guide 165

Confidential 11 The Assignment number displays at the top of the screen. 11. Close this screen to return to the main Contact screen. 5/25/2017 Merlin CRM Reference Guide 166

Confidential 12 13 12. Click the Reload icon on your browser to refresh changes made to the contact. 13. After the page has reloaded, scroll down to the Submittals/Assignments section. 5/25/2017 Merlin CRM Reference Guide 167

Confidential 14 The Submittals/Assignments section lists any assignments for which the contact has been submitted. 14. Click the assignment to open it and review assignment details. 5/25/2017 Merlin CRM Reference Guide 168

Confidential The Assignments screen opens and displays assignment details. NOTE: The system pulls available information from the job order into the assignment (for example, Job Type, Assignment Length, Start and End dates, Bill Rate, Mileage Rate, etc.). 5/25/2017 Merlin CRM Reference Guide 169