Address Records

1. 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 your insurance companies.
   
2. The most used Address sets are accessible from the ‘People’, ‘Prospects’ and ‘Businesses’ icons at the bottom of the main screen.  The Address Sets available from each of these buttons are customisable.

1. Each address record has a front screen, this screen displays the contact information and basic info about the client/company/adviser.  The information displayed will vary depending on the address set you are in, for example ‘Adviser’ records in Durell can have a default commission rate set in them so Durell will allocate a default adviser pay-away on any policies that adviser sells (if the adviser earns commission on policies sold).

• Related Articles

• 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. ...

• 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 ...

• 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 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”. ...

• 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 ...