Diary & Notes
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 ...
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 ...
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 ...
Using Memos in Durell
Within the Durell Diary, it is possible to send Memos to other Durell users. To create a Memo, click on “Diary” from the Durell front screen Once the Diary opens, click on the “New” button, select “Add a memo entry” and click “OK” You will now see a ...
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 ...
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 ...
Locking Notes
Users are able to “Lock” specific Note Actions, so that Notes with that designated Action cannot be amended or deleted. To lock a Note action, begin by clicking on “Setup” from the Durell front screen. Then, choose which kind of Note you would like ...
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 ...
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 ...
Create and Edit Notes
Notes can be created, edited and saved within Client Records, Policy Records and Claims Records. You can access the notes on a Client, Policy or Claim Record by clicking the Notes button Once you have clicked on the Notes button, you can choose to ...
Copy and Move Notes
To copy a Note, begin by locating the Note within the Client/Policy/Claim record. Highlight it by clicking it once and then click “Copy” This will create a new Note but using some of the details from the original Note. Below, you can see all we have ...
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 ...