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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 ...
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 ...
Creating a New Address Set
To create a new data set, starting from Durell’s Document Viewer… Click ‘New’ Click ‘Spreadsheet’ Click the “New” button in the “Setup Standard Data Field Set” dialogue Enter a name for your new set and click the “OK” button, for example, “New Set”. ...
Adding Mailshot Field (Options)
• From the Durell home screen, click on “Setup” • Select “Field names” from the scroll list • On the highlighted “Setup” field, you can select to view either “Mailshot Fields” (Fields on the front address record screen) or “Additional Mailshot ...