Database Activity allows you to track sent emails, SMS messages, tasks, notes and documents.
Tracking database activity
- In the Reports tab, select Database Activity in the left-hand panel.
Tasks completed
You can use the completed tasks to track all of the tasks that have been completed throughout your entire company.
- Select search criteria to filter the results. eg. date range, type. and your results will display in the table
- By clicking on the Export to Excel button you can download your tasks data to excel
Notes
View notes created by any user in your company.
- Select search criteria to filter the results. eg. date range, type. and your results will display in the table
- By clicking on the Export to Excel button you can download your notes data to excel
Emails
Enables to you track emails sent from Mercury using the following criteria:
- To - lists the email address the email was sent to. Useful to check for errors.
- Date Sent - shows that the email successfully left the Mercury system. If there is no date here, the email was not sent and it is likely there is a problem with the email address.
- Opened - indicates the email has been opened, but only if the client has enabled Image Preview. While this indicates which emails have definitely been opened, if there is no value here it is still possible that the email has been opened by the client.
- Unsubscribed - lists clients that have clicked on the unsubscribe link in an email. The unsubscribe link is included by default on all batch emails.
- Bounced - indicates if an email has bounced. It means there are issues with the client's email which they need to resolve at their end.
To search emails:
- Select search criteria to filter the results. eg. date range, type. and your results will display in the table
- By clicking on the Export to Excel button you can download your email data to excel
Email batches
Track bulk email batches sent from Mercury.
- Select search criteria to filter the results. eg. date range, type. and your results will display in the table
- By clicking on the Export to Excel button you can download your email batches to excel.
- Click on view person to view the people record
Note: You can download both tables to excel.
SMS
Track all individual SMS messages sent from Mercury.
- Select search criteria to filter the results. eg. date range, type. and your results will display in the table
- By clicking on the Export to Excel button you can download your SMS data to excel
SMS batches
Track all bulk SMS batches sent from Mercury.
- Select search criteria to filter the results. eg. date range, type. and your results will display in the table
- By clicking on the Export to Excel button you can download your SMS batch data to excel
Note: You can download both tables to excel.
Task date changes
Track and monitor tasks that have had changes made to the due date.
- Select search criteria to filter the results. eg. date range, type. and your results will display in the table
- By clicking on the Export to Excel button you can download your task date data to excel
TFN Redactions
Track and monitor redactions that have been made.
- Select search criteria to filter the results. eg. date range, type. and your results will display in the table
- By clicking on the Export to Excel button you can download your task date data to excel
- Click on view to view the redaction
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