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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 ...
Print Memos and Export to Excel
From your Memos on the Diary screen, click on “File”, scroll across on “Print” and then select “Memos” In the new box that appears, set your reporting criteria as desired Once the report has populated, you can either view and print in its original ...
Printing From the Diary
From the Durell front screen, click on “Reports” and select the “Client and policy notes and appointments” report from the available reports. A new window will appear, where you can set any criteria for including or excluding any Notes or Diary ...
Print Notes or Appointments
From the Durell front screen, click on the “Reports” button. Select the “Client” tab, click on the “Client and policy notes and appointments” report and click “Proceed” A new window will appear. You can use the settings displayed in the window to ...
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 ...