Address Records
Adding Mailshot Field (Options)
• From the Durell home screen, click on “Setup” • Select “Field names” from the scroll list • On the highlighted “Setup” field, you can select to view either “Mailshot Fields” (Fields on the front address record screen) or “Additional Mailshot ...
View and Delete an Address Set
When an address set is no longer required, you can move or delete all of the records from within it and then delete the address set itself. This short guide shows you how to view an address set and then how to delete it, once all of the records ...
Toolbar Explained
Most screens you go into in Durell will have our toolbar across the top. This toolbar is a broker’s main navigation around Durell. The icons: Exit Door Goes back a screen/to the main menu The Signpost This icon is the options button and gives you ...
Merging Address Sets
When in any ‘Address Record’, click the ‘Record’ button located on the toolbar Click on the ‘Move record/s…’ option Select the ‘Source address set’ i.e. the address set that includes the records you wish to move Select the ‘Target address set’ i.e. ...
Import Clients
This guide will show you how to use the “Import” function within Durell, to import clients from an Excel spreadsheet. Please note, the spreadsheet must be saved in ‘.xls’ format Review and cleanse your data before importing. Are there any cells that ...
Durell Client Screen Reminders
In Durell it is possible to attach a “Reminder” to a client record, so that it pops up on screen, whenever you visit the client record. The “Reminder” is shown ringed in red below, as a “Sticky Note”: To change the text that appears in the ...
Delete Duplicate Record
When you discover that you have a duplicate client and simply wish to merge the records, you can visit the record that is unwanted and click on the “Delete” button to delete the record Before deleting it, make sure that you have transferred any ...
Creating a New Address Set
To create a new data set, starting from Durell’s Document Viewer… Click ‘New’ Click ‘Spreadsheet’ Click the “New” button in the “Setup Standard Data Field Set” dialogue Enter a name for your new set and click the “OK” button, for example, “New Set”. ...
Copy Existing Client to a New Record
Find the record you wish to copy and click on “Record”, near the top left. Click on “Copy Record/s” A new window will appear. Ensure that “Current record” is selected on the right hand side and then click “OK”. This will create a copy of the current ...
Change an Address Set for a Record
Navigate to the record of the client you wish to move. Once there, click on the “Record” option in the top left of the screen and then on “Move Record” In the new window that appears, set the address set you are moving the record from in the top box ...
Creating a New Insurer
To add a new Insurer to Durell, visit any client/business record and jump to the General Insurance Address Set by using the Search button Once in the General Insurance Address Set, click on the “Snowflake” button to begin creating a new Insurer After ...
Bulk GDPR Changes
From within an address set, click on the Signpost button and then select “Update data protection…” In the new window that appears, amend the settings for the records you wish to target and then make the data protection selections below. Using the ...
Address Records
Durell organises “Address Records” into “Address Sets”. These address sets are used to separate out different types of contacts, so you can keep your individual clients separate from your business clients who will be separate from your suppliers or ...
Adding Policy Year Folders
From the Durell Home Screen click ‘Setup’ Then click on ‘File Paths’ Select the ‘Durell Files’ tab Click ‘Manage doc folders…’ From here you can create policy folders for every policy in a specific address record, including the policy year in the ...
Adding New Data Protection Options ‘To Contact By’ and ‘In Relation To’
Click ‘Setup’. Then click on ‘Client Screens’ Click either ‘Setup data protection Contact by’ OR ‘Setup data protection Relation to’ as shown below Once you have clicked either option, you will need to free type the new option into the drop down ...
Sanction Search Guide
In order to use the Durell Sanctions Search integration you will need to purchase an "Overdraft Balance" type account from www.SanctionSearch.com, which has an initial balance of 100 searches. Once you have used these, you will receive an invoice ...