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.



Durell Guides – Creating Notes & Appointments When Linking Emails