Mail Shot, Manual Selection

To manually select or view the records for the current mail shot (i.e. the mailshot=Y ones, which have their “MS” markers or “flags” set to “Y”), starting from Durell’s Main Menu…

• Click either the “People” or the “Policies” buttons
• If you clicked “People” then click the “Spectacles” button to get to the scrolling view
• You’ll see a column on the right entitled “MS”, with a “Y” or “N” set against each record
• Click the “N” or “Y” letters to change them (N.B. Don’t double-click or you’ll be switched to the flat view)

Renewals

To manually select or view the records for your General Insurance renewals, starting from Durell’s Main Menu…

• Click the “Policies” buttons
• Click the “Signpost” button
• Click the “Filter” menu option
• On the “Filter Records” dialogue…
• Click and thereby tick the “Renewal details” option
• Click and thereby clear the “Policies” option
• Click “OK”
• You’ll see all your renewals, with a column on the right entitled “MS”, with a “Y” or “N” set against each record
• Click the “N” or “Y” letters to change them