Creating a new People Record

The People Record is where you store details about your client. It can be linked to an Opportunity.

People Record Tutorial

Creating a People Record

There are 2 ways you can create a People Record:

1. In the Dashboard tab click Add Person, or
2. In the CRM tab click New Person.

Adding Client Details

1. Open the People Record and select Details in the left-hand panel.
2. Enter the Client details in the appropriate fields. 
3. If you do not have the Client details, you can ask them to enter the details themselves using the Client Portal. Refer to Client Portal.

Adding an Address

1. Open the People Record, and select Address in the left-hand panel.
2. Click the Green Plus symbol to add a new address. 
3. Enter the Address details in the appropriate fields. 
4. If the address already exists in your CRM, click Copy Existing Address.
5. Click Save Changes and the address will appear in the address list
6. Click Details in the left-hand panel.
7. The address will now be visible in the Address field. 
8. Click the  button to view the address on Google Maps.

Adding an email address

Mercury will validate the email address to verify that it meets the criteria all valid email address should meet. i.e. it does not contain spaces or use characters not supported in email. If the email address does not meet these criteria the following error will be displayed: 

You should note that an invalid email address can still be saved, however, the following pop up will be displayed and the email address will eventually need to be updated. 

Adding Notes

1. Open the People Record and select Notes in the left-hand panel.
2. Click the Green Plus symbol to add a new Note. 
3. In the Details tab, enter the Notes details in the appropriate fields. 
4. Tick the Send as Email checkbox if you wish to send the Note as an email.
5. Click the button next to the Subject field, to attach an Email Template. Refer to Creating Email Templates.
6. Click the Attachments tab if you wish to attach a document to your Note.
7. Click Save, or Send & Save if you are sending the Note as an email.
   • Note: Click on the Full-screen button to expand the email merge window into full size.

Adding Tasks

1. Open the People Record and select Tasks in the left-hand panel.
2. Click the Green Plus symbol to add a new task. 
3. Enter the Task details in the appropriate fields. 
4. Tick the Display in Calendar check box if you want to display the task in your calendar. 
5. Click Save.
6. Refer to Managing Tasks.

Adding Income details

1. Open the People Record, and select Income in the left-hand panel.
2. Click the Green Plus symbol to add new Income details. 
3. Enter the Income details in the appropriate fields.
4. Click the Tax Calculator button to calculate a clients net or gross income.

Adding Expense details

Compliance note: You need to complete the Expenses section to ensure Compliance documents generate correctly.

1. Open the People Record, and select Expense in the left-hand panel.
2. Click the Green Plus symbol to add new Expense details. 
3. Enter the Expense details in the appropriate fields. 

Adding Attachments

1. Open the People Record and select Attachments in the left-hand panel.
2. Click the Green Plus symbol to add a new Attachment.  
3. Click Upload File or Attach from Library.
4. Categorise the attachment by clicking the appropriate checkbox. Refer to Document Categories.

Adding Opportunities

1. Open the People Record, and select Opportunities in the left-hand panel.
2. Click the Green Plus down arrow to add a new Opportunity Record.  
3. An Opportunity Record will open up for you to enter details. The Opportunity Record and People Record are linked to each other. Refer to Understanding an Opportunity

Adding Relationships

1. Open the People Record and select Relationships in the left-hand panel.
2. Click the Green Plus button to add a new Relationship.  Refer to Setting up Relationships in Mercury.