Creating a New Address Set

Creating a New Address Set

  1. To create a new data set, starting from Durell’s Document Viewer…

  1. Click ‘New’

  1. Click ‘Spreadsheet’


  1. Click the “New” button in the “Setup Standard Data Field Set” dialogue

  1. Enter a name for your new set and click the “OK” button, for example, “New Set”.

  1. Use the “Select Table” drop-down to select which table to get the data fields from (e.g. the “Clients Details” table)

  1. Click and thereby highlight the field you want from the “Select fields” list
  2. Click on the “Right-arrow” button in the middle to shift it to the “Selected” list
  3. Click the “Save” button after you’ve selected all the fields you require

    • Related Articles

    • 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 ...
    • 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 ...
    • 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 ...
    • 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. ...