Clients,
Entering & Saving Clients
Individual
Clients
To
create a new individual client (see below for Business Clients) starting from
Durell’s Main Menu…
- Click the “People”
button
- Click the Starburst
button or press the F3 key
- If required, use the “Address
set” dropdown to select the address set in which to make the new record
(e.g. “Clients, Individual”)
- Select a title from the
“Title” dropdown, as shown above
- Enter the first, second
and surname
- As you click onto the
“Postal Name” the system will generate this for you, along with a
suggested salutation and search name
- Enter the home phone
number and date of birth
- Select the gender and
marital status from the dropdowns
- Click “OK”
Business
Clients
Enter
business clients exactly like individual ones except without any of the
questions about title, sex, home phone, etc, as shown below.
Entering
the Address/es
- If you have subscribed
for automated postcode searches (available from Durell for a monthly fee)
you should…
- Enter the post code
- Click the “=” button
next to the “Postcode” prompt
- Double-click the
address from the displayed list
- Otherwise…
- Enter the address as
you would do an envelope, starting the first line, for example, as Mr F
Bloggs
- Note that you can use
the Tab key to move down a line, or Shift+Tab to move back up
- Enter the postcode in
the appropriate field or you won’t be able to search by postcode
- If the client has a
second home (N.B. not his work), click the “2nd” button and
enter it
- If the client is about
to move, click the “Move” button and enter that address too
- In the Data Protection box
click all the methods by which the client has agreed he may be contacted
by your own company and associated ones
- Click the “>” button
next to Lead (or “Introducer”) and select an appropriate one (see Set-Up, Leads)
- Click the “>” button
next to Adviser and select an appropriate one (see Set-Up, Advisers)
- Click the “Review”
button to be reminded to see the client in a year’s time
- Enter the client’s
birth date, plus phone numbers for home, work, fax and mobile
- Enter the name to which
the correspondence will be addressed to and their e-mail address if they
have one.
- Click the “Occupation”
drop-down, then type the first letter of the occupation to select
- DO NOT click the “>”
buttons next to Business, Partner or Family yet (see Clients,
Links to Contacts & Partners & Groups)
- Select the client’s
“Business type” as “Retail” for individuals and “Commercial” for small
companies (see Clients, Business Type)
- Click the drop-downs of
your user-defined fields (e.g. Marital status) to select appropriate
values (see Set-up Field Names)
- Enter any notes you
require at the bottom of the screen
- Click the “Floppy disk”
button or press Ctrl+S to save the record
Automatic Saving
In
general you don’t have to worry about saving data, as the system will
automatically detect when changes occur and prompt you, but you can click the
“Floppy Disk” button on the toolbar to explicitly save, if you so wish.
Creation Details
To
confirm when a client record was created, and by whom, click the “Signpost”
button, then select “Creation details”, as shown below.
