Related Articles
Creating a Diary entry
From the Durell front screen or from within a record, click on “Diary” You can use the “scroll buttons” to find the day you wish to create the entry on and click on that day. (this will automatically populate the date for you when you ...
Reporting on Diary Appointments
From the Durell front screen, click on “Reports” Click on “Client and policy notes and appointments” Tick the box “include records in selected set” and the choose the set you wish to report o To omit notes, leave the ...
Import the Durell Diary into Outlook
In the bottom left of Outlook, click on the Calendar button. When the Outlook Calendar appears, click on “Import Diary” In the new window that appears, configure the settings to tell it to pull through the entries you require Any corresponding ...
Repeat a Diary entry on a specific day of the week
Click on the Diary entry you wish to repeat Click on the “Signpost” > “Diary” > “Copy diary entry” In the new box that appears, enter the amount of times you wish to repeat that entry and then choose “week” This will repeat the entry on the day it is ...
Checking Diaries are Shared and Added
In order for other colleagues to have access to your appointments, you must first share your Diary with them. From within your own diary, ensure the following option is ticked Once your Diary has been shared, your colleagues will now need to ensure ...