Setup / Settings
New User Setup
This is a quick guide on how to setup a new user in Durell. Setup From Durell’s ‘Main Menu’ click on ‘Setup' Scroll down and double click on ‘Users’ Copy User If you have an existing user whose permission will be the same as ...
Create a Ticketing System Profile
Setup a User Account for Our Ticketing System - Visit our website at supportdesk.durell.co.uk and click on the button along the top banner which says “Sign up” - In the new screen that is displayed, input your name and email address, before typing ...
Updating Durell (with UAC Guide)
Ensure you are signed in as an administrator, while performing the update to Durell. Turn off User Account Controls in the registry. Once you have opened the registry, you can find the setting for User Account Controls here: Turn it off by ...
Transaction Trail
On the Durell front screen, click “Setup” and then click on “Transaction Trail” from the list on the right On the next screen, click on “File”, scroll across on “Print” and then click on “Transactions” Key in the dates for the period you wish to ...
Rename a User in Durell
Go to Setup Select “Users” Use the arrows to select the user record you would like to amend. Change their name in the yellow box and then click on the ‘Save’ button The user profile will now be renamed. The user will need to log out of Durell and ...
Password Settings
From the Durell Home Screen click “Setup” Click “Users” from the setup list Use the arrows on the toolbar to scroll through users Hit the ‘Signpost’ and click on ‘Password restrictions’ From here you can apply the necessary settings
Setup Custom Column Headers
When you are in any claim or policy list, you can use the search button to customize the columns display. From within your policy or claims list, click the green binoculars and then on “Setup” In the new window that appears, click on “New” to create ...
CloudCall Integration
It is possible to integrate “CloudCall” – a computer telephony solution – into Durell. The first step of the process is to get in contact with CloudCall, so that they can provide you with an account. You can contact them on the numbers and email ...
iPrism Integration
It is possible to integrate an existing connection with iPrism into Durell. From the Durell front page, click on “Setup” and then select “iPrism” from the list on the right In the new window that appears, click on “Setup” Now you will be able to ...
Add New Product
From the front screen of Durell, click on “Setup” and then “Products” from the list Click on the “New” button, select “All fields” and then click “OK” In the new window, select a “Type”, a “Product” and also an insurer, from the list of “Companies, ...
SMS Setup
From the Durell Home Screen select ‘Setup’ Click on ‘SMS Messaging’ Input Credentials provided by Esendex
Create or Disable Profile and Set Password in Durell
Go to “Setup” Select “Users” Use the arrows to select the user record you would like to enable or disable. Change their name in the yellow box and then click on the “Save” button Disable the profile by ticking the “Disable login for this user” box or ...
Change Printer Selection in Durell
If you would like to change the default printer selection being used by Durell, you can do so by visiting any client or policy record and clicking the “File” button. Then select “Print setup…”, followed by choosing the required printer from the ...
Setup or Check the Durell Maintenance Routine
This guide will show you how to setup or check the Durell maintenance routine. The steps below should be followed while logged into your Server, or the lead machine/PC that holds your Durell data. After ensuring you are following these steps while ...
How to Clear Locked Records
· From the Durell Home Screen click “Setup” Scroll down on the right hand side until you find “Users” · Use the “left” and “right” arrow on the toolbar to move between user records · Click “Clear locks” to ...
Front Screen Buttons
· In order to change what appears when a user clicks one of the front screen buttons in Durell, the user must first have permission to access the Main Menu setup screen · Once the required user(s) has been given this permission within ...
Amend Local Screen Resolution
From your local desktop, right mouse click on any blank space to open the following box: Click on “Screen Resolution” which will open a new window. The dropdown in the “Resolution” field can be used to change the resolution of your local ...