Create and Edit Notes

1. Notes can be created, edited and saved within Client Records, Policy Records and Claims Records. You can access the notes on a Client, Policy or Claim Record by clicking the Notes button

1. Once you have clicked on the Notes button, you can choose to create a “New” Note or “Edit” or “Delete” an existing one

1. Clicking “New” will allow you to create a new Note or a new Diary Appointment. For the purpose of this guide, we will look at Notes

1. If you choose to create a new Note, you will be provided with a Note window, so that you can key in all relevant information. Some of the fields will be compulsory, so you may need to ensure fields are filled before you can Save and exit

1. Once you are happy with your Note, click on “Save” and you will be returned to the Notes list. Click “Close” to exit the Note list. You can access and edit other Notes by double-clicking them, then repeating the “Save” and “Close” process once you are finished

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• Locking Notes

  Users are able to “Lock” specific Note Actions, so that Notes with that designated Action cannot be amended or deleted. To lock a Note action, begin by clicking on “Setup” from the Durell front screen. Then, choose which kind of Note you would like ...

• Copy and Move Notes

  To copy a Note, begin by locating the Note within the Client/Policy/Claim record. Highlight it by clicking it once and then click “Copy” This will create a new Note but using some of the details from the original Note. Below, you can see all we have ...

• Print Notes or Appointments

  From the Durell front screen, click on the “Reports” button. Select the “Client” tab, click on the “Client and policy notes and appointments” report and click “Proceed” A new window will appear. You can use the settings displayed in the window to ...

• Creating a Diary entry

  From the Durell front screen or from within a record, click on “Diary”               You can use the “scroll buttons” to find the day you wish to create the entry on and click on that day. (this will automatically populate the date for you when you ...

• Reporting on Diary Appointments

  From the Durell front screen, click on  “Reports”                 Click on “Client and policy notes and appointments”                Tick the box “include records in selected set” and the choose the set you wish to report o To omit notes, leave the ...