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, ...
Enabling Addin ID and Matching
From Outlook, click ‘Link to Durell’ Click ‘Setup’ | Click the ‘Linking Emails’ tab Tick the box next to ‘Use ID in body to match sent emails’ Tick the box next to ‘Attempt to match emails at login’ and set the ‘Days’ to ‘3’. Press ‘OK’
Stop Saving Emails as Drafts
If you are finding that the Addin is only saving emails to Durell in Draft status, rather than completely Sent; there is a change you can make to the addin to take care of this problem. Click on the Durell addin in Outlook. One of two windows will ...
Enable Durell Diary Import to Outlook Upon Start-up
When in Outlook click the ‘Link to Durell’ icon Then click ‘Setup’ located in the bottom left of the pop-up Select the ‘Diary’ tab, then tick ‘Import diary on start-up’ You can then click on ‘Auto-Import Diary Settings’ and apply personalised import ...