Related Articles
Edit or Change a Fund in an Event
From within a client’s policy, click the “Signpost” button, then scroll across on the “Fund”. Click on “Edit” and you will be presented with a window where you can change the name of a fund but keep the fund itself To replace a fund in an event, ...
Obtaining Contact Info by Fund Held
From the Durell front screen, click on “Reports” button. On the “Life” tab, select the “Funds Held” report and click “Proceed” In the new window that appears, set the options as seen in the following image. You target people with a specific fund by ...
Create a New Fund
When inputting Funds into Durell, you will need to ensure that the fund is created correctly, otherwise contracts may not revalue or give you error messages while working within them. This guide will show you how to create a new fund. Once you are in ...
Updating Fund Prices
In order to greatly reduce the chance of errors during price updates, please maintain the FinExpress data base first. With everyone signed out of Durell, press the Windows key and “R”. In the new box that appears, type the following command in and ...
Contract Enquiry - Bulk Revaluations
This guide will show you how to create and save a Bulk Runner request, which will automatically update the values of every contract you have included. When proceeding through this for the first time, we would strongly recommend only selecting a ...