Recent Articles
Transactions
Occasionally, transactions from CFS can stall for a number of reasons. Notifications can be issued via email when this occurs, and transactions can then be attempted to be resumed. This guide will show you how to turn on these notifications and also ...
Password Reset
Passwords for all logins can be reset to the default initial setup password, users can then be provided with this password and will be prompted to change to their own upon login. Changing Passwords When logged into CFS as an ‘Adviser’, click on the ...
Export Layout
This guide shows you how to create a basic export layout saved filter in the Admin Dashboard and export it to Excel. Logging in Log into CFS and click the ‘Burger’ icon in the top left Click on ‘Admin’ In the top right of the ‘Admin Dashboard’ click ...
Removing Cookies from Browser
This is a guide on how to remove cookies related to your CFS scheme in Google Chrome (Recommended Browser) - this is useful if you're having trouble logging into CFS. Click the ‘Padlock’ next to the URL Click on ‘Cookies’ Select CFS URL Click ...
Installing CFS Console
Double click the ‘Setup’ icon located on your desktop When the below dialogue box appears, click ‘Install’ If smart screen dialogue box appears, click ‘More info’ > ‘Run anyway’ When the data dialogue box appears, change the path to where your ...
Popular Articles
Re-Enabling the Durell Outlook Add-in
When in Outlook click ‘File’ The click ‘Manage COM Add-ins’ You will the see the screen below If ‘Outlook’ has disabled the ‘Durell Outlook Add-in’ it will displayed here. You will need to click ‘Always Enable’ Durell Guides – Re-Enabling the ...
How to Clear Locked Records
· From the Durell Home Screen click “Setup” Scroll down on the right hand side until you find “Users” · Use the “left” and “right” arrow on the toolbar to move between user records · Click “Clear locks” to ...
Set Default Invoice Date
From the Durell front screen, click on Setup and then General Insurance. In the new window which appears, select the “Posting” tab and you will see the setting to switch between today’s date and the invoice date as a default invoice date.
Transaction Trail
On the Durell front screen, click “Setup” and then click on “Transaction Trail” from the list on the right On the next screen, click on “File”, scroll across on “Print” and then click on “Transactions” Key in the dates for the period you wish to ...
Adding a Financial Year
From the Durell front page, click on “ Accounts ” , then on “ Setup ” Select the “Financial Year” tab. Click “Add year”, this will add a year to your accounts Durell Guides – Adding a Financial Year Page 1
Accounts
Outlook Addin
EDI (Applied Sytems)
Contract Enquiry / Commission Download
Templates / Documents
Address Records
Claims
Setup / Settings
Reports
Diary & Notes
Policies
Frequently asked questions