Diary, Views for Week, Day, List and Full Details

To change the start and end times of your diary refer to “Setup, Diary & Messages”.

Durell’s diary is a separate program from the rest of Durell and opens in a second window, so you can view the diary at the same time as client and policy details. The tasks and appointments can be seen via a number of different views, illustrated below …

· “Weekly” view (the default setting, which may include weekends via the “Signpost” button options)

· “Daily” view (click the white “Spectacles” button)

· “List” view (click the white “Spectacles” button again)

· “Full Details” for the editing or creation of appointments (double-click an existing appointment or click the “New / Starburst” button to start a new one)

Weekly View (click the white “Spectacles” button to switch between the Daily, Weekly & List views)

Daily View (click the white “Spectacles” button to switch between the Daily, Weekly & List views)

List View (click the white “Spectacles” button to switch between the Daily, Weekly & List views)

Full Details View (double-click an existing record to edit it, or the “New / Starburst” button to create a new record)