Creating Notes & Appointments When Linking Emails

Creating Notes & Appointments When Linking Emails

When in Outlook click the ‘ Link to Durell ’ icon. In the new window that appears, click on the “Setup” button

  • Select the ‘Notes’ tab, then tick ‘Create client note by default’, then input any other settings as required

  • Select the ‘Appointments’ tab, then tick ‘Create diary appointment by default’ and as above, apply any other settings below as required.

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