Durell Software Ltd
SYSTEM MANUAL
Version 5.04
Durell Software Ltd, 42 High Street, Taunton, Somerset, England, TA1 3PN
For technical support, phone the help desk on 01823-334142 or email support@durell.co.uk
For help with prices, phone Durell’s sales line on 01823-326324 or email sales@durell.co.uk
Durell’s web site is www.durell.co.uk. Durell’s fax number is 01823-336390
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INDEX
Quick Start
Quick-start, A Quick Tour (Tutorial)
Quick-start, Entering a Client
Overview
Set-up
Set-up, Insurers, General & Life
Set-up, On-line Contract Enquiry
Set-up, Policy & Claim Numbers
System Maintenance
& Backup
Clients and Other
Address Sets
Clients, Understanding Address Sets
Clients, Scrolling & Flat Views
Clients, Entering & Saving Clients
Clients, Record Identification
Clients, Finding Records (The Binoculars Button)
Clients, Entering Dates & Updating Records
Clients, Links to Contacts, Partners & Groups
Clients, Create Linked Records On The Fly
Clients, Copying A Record (For Spouse)
Clients, Copying, Deleting or Moving Many Records
Clients, Cut & Paste Complete Address
Clients, Additional Notes & Chase-up Reminders
Clients, Merging Individuals & Their Policies
Clients, Additional Mailshot Fields
Clients, Adding New & Updating Factfinds Via A Notebook
Fact Find
Fact Find, Set-up Rows and Items
Fact Find, Displaying Policies
Fact
Find, On Your Website
Diary & Tasks
Diary, Understanding Appointments, Tasks, Memos and Messaging
Diary, Views for Week, Day, List and Full Details
Diary, Setup (e.g. Start & End Times, etc)
Diary, Adjusting Screen Size and Layout
Diary, Create a New Appointment
Diary, Create a New Task or Message
Diary, Repeat Appointments (e.g. Holidays)
Diary, Create Extra Diaries (e.g. for Chase-ups or Board Room)
Diary, Other Peoples’ Appointments and Tasks
Diary, Mail Shot or Email Today’s Contacts
Diary, Completed and Outstanding
Diary, Sent and Received Messages
Diary, Export Contacts to Outlook
Diary, Import Contacts from Outlook
Diary, Export Tasks to Outlook
Diary,
Export Diary to Outlook
Diary, Why Not Use Outlook Instead?
Complaints
Complaints, Edit (Progress to Completion)
Email
Email, Saving in the Document Viewer
Email, Insurer
(and/or Jump to Insurer’s Website)
Document Viewer
Documents, Spreadsheet, Output
Documents, Adding New Via A Notebook
Documents, Printing The Fact Find
Documents, Listing A Client’s Policies
Templates
Templates, Naming (and Sub-Folders)
Templates, Inserting A Durell Data Field
Templates, Increasing Durell Data Fields
Templates, Printing the Fact Find
Templates, Inserting A Formula
Mail Shots
Mail Shot, Bulk Selection Of Clients (and Data Protection)
Mail Shot, Bulk Selection Of Policies
Mail Shot, Listings (User-Defined) In Word
Mail Shot, Bulk Change Mailshot Data
Scanning
Scanning, Batch Scanning (Using IrfanView & HP ScanJet 7450c)
Scanning, Batch Scanning (Using IrfanView & Canon iR 5020i)
Scanning, Set-up Irfanview for Viewing Documents
Financial Planners
Planners, Default or Standard Values
Planners, Saving, Re-finding & Deleting
All Policies
Policies, Search, Sort & Select
Policies, Complete A New Policy
Policies, Entering Adviser & Lead
Policies, Entering Start & End Dates
Policies, Entering Business Type, Source of Business, etc
Policies, Commission Pay-aways
Policies, Scrolling View, Description Line
Policies, Scrolling View, Goto Next On Return
Policies, Scrolling View, Printed Lists
Policies, Scrolling View, Mailshot Selection
Policies, Scrolling View, Mailshot Selection (Multiple Criteria)
Policies, Scrolling View, Change Insurer or Plan
Policies, Scrolling View, Change Policyholder
Policies, Scrolling View, Posted & Paid
Policies, Adding New Policies & Notes Via A Notebook
Group Schemes &
Linked Policies
Groups, Businesses & Employees
Groups, Set-up Group Schemes & Fleets
Groups, Display Schemes & Members
Life & Pension
Policies
Life, Compliance & New Business Processing
Life, Compliance, Copy to Other Policies
Life, Commission, Network Deductive
Life, Commission, Calculate Button & Set-up Calculator
Life, Posting Renewal Commission
Life, Early Termination & Re-activation
Investments
Investments, Before You Start - Basic Concepts
Investments, Before You Start - Set-ups
Investments, Starting Policies, Contracts or Accounts
Investments,
Single Premium Contract with Funds
Investments, Regular Premium Contract with Funds
Investments, Non-Unitised Contracts
Investments, With Profit Contracts
Investments, Contract Summary Fields
Investments, Updating Before Revaluation
Investments, Events - Understanding Event Types and Actions
Investments, Events - Accumulations, Dividends & Admin Charges
Investments, Events - Selling Units, Funds & Contracts
Investments, Events - Transfers & Switching
Investments, Events - Additional Purchases
Investments, Events - Changing a Regular Premium
Investments, Events - Switching a Regular Premium
Investments, Funds, Updating Prices
Investments, Funds, Comparative Graphs
Investments, Deleting Funds and Events
On-Line Contract Enquiry for
Investment Valuations
Mortgage Processing
Mortgage, Importing Clients & Prospects
Mortgage, Providers & Products
Mortgage, Progressing & Required Documents
Mortgage, Main Fee & Pay-aways
Mortgage, Standard letters & Emails
General Insurance,
Policies
General, Set-up Defaults & Commercial Insurance Screens
General, Professional Indemnity
General,
Photographic Equipment
General Insurance,
Quotes & Insurecom
General, Quotes, Prospective Clients
General, Quotes, Entering, Saving, Deleting
General, Quotes, Filter to View Quotes, Renewals, etc
General, Quotes, Insurecom, Setup
General, Quotes, Insurecom, Processing
General, Quotes, Insurecom, Processing Options
General, Quotes, Insurecom, Quotes Based on Existing Policies
General, Quotes, Insurecom, MTAs
General, Quotes, Insurecom, Renewals
General, Quotes, Insurecom, Cancellations
General, Quotes, Insurecom, Documents
General, Quotes, Insurecom Fields in Fact Find
General, Quotes, Insurecom DVLA Look-up
General Insurance,
Data Field Names for Word
Standard Letters, Data Fields for Statement of Price
Standard Letters, Data Fields for Demands and Needs, Motor
Standard Letters, Data Fields for Demands and Needs, Household
All policies, Data Fields for Insurer, Adviser and Lead Details
All policies, Data Fields for First Screen (Top Section)
All policies, Data Fields for Premium Screen
Motor, Data Fields for Vehicle
Household, Data Fields for Proposer
Household, Data Fields for Property
Household, Data Fields for Locks and Security
Household, Data Fields for Cover (Buildings and Contents)
Household, Data Fields for General Details
Commercial, Data Fields for Front Screen
Commercial, Data Fields for Main Premises Details
Commercial, Data Fields for Trade and Cover Details
Commercial, Data Fields for Liability and Cover Details
Commercial,
Data Fields for Professional Indemnity
Commercial, Data Fields for Stock and Perils (Motor Trader)
Commercial, Data Fields for Declinations and Excesses (Motor Trader)
Commercial, Data Fields for Drivers (Motor Trader)
Commercial, Data Fields for Cover and Vehicles (Motor Trader)
General Insurance,
Premiums
General, Premium, Payment Methods & Date
General, Premium, Posting Instalments
General Insurance,
Renewals
General, Renewals, Print Invitations
General Insurance,
MTAs
General Insurance,
Claims
Claims, Completing The Main Details Screen
Claims, Completing The Additional Details Screen
Claims, Scrolling View, Description Line
Claims, Mailshot Selection (Multiple Criteria)
General Insurance,
Compliance
General, Essential Accounting Checks
Reports
Reports, Selecting The Printer
Reports, Printing
and Exporting Lists to Word or Excel
Reports, “Find Address” Dialogue
Reports, Client, Personal Details
Reports, Client, Birthday List
Reports, Client, Policy Summary
Reports, Client, Policy Register
Reports, Client, Mailshot Analysis (user-defined fields)
Reports, Client, & Policy Notes
Reports, Client, Sales Analysis
Reports, Life, Policy Anniversary
Reports, Life, Policy Summary & Policy Register
Reports, Life, Compliance Daybook
Reports, Life, Percentage of Business
Reports, Life, Advisers’ Persistency
Reports, Life, Diary Chase-ups
Reports, Life, Indemnified Liability
Reports, Life, Pipeline Commission
Reports, Life, Submitted and Issued Business
Reports, Life, Commissions Received
Reports, Life, Network Deductions
Reports, General, Commercial Bordereau
Reports, General, List Policies
Reports, General, Policy Summary & Policy Register
Reports, General, Pipeline Commission
Reports, General, Percentage of Business
Reports, General, Group Schemes
Reports, General, Renewals Checklist
Reports, General, Control Report
Reports, General, Diary Chase-ups
Reports, General, Net Premiums Owed to Insurers
Reports, General, Net Premiums Not Received
Reports, Accounts, List Ledgers
Reports, Accounts, List Cashbook & Bankbook
Reports, Accounts, Statements & Transaction Trail
Reports, Accounts, Aged Debtors
Reports, Accounts, At A Date - Debtors, Creditors, Payments, Receipts, Etc
Reports, Accounts, Trial Balance, Balance Sheet And Profit & Loss
Reports, Accounts, Basic Solvency
Reports, Accounts, Client Bank
Reports, Accounts, User-defined Report Writer
Reports, Accounts, RMAR Profit and Loss
Reports, Accounts, RMAR Balance Sheet
Reports, Accounts, Spreadsheet (Monthly Profit & Loss)
Reports, Accounts, Advisers & Leads Commission
Reports, Accounts, Commission Allocation
Reports, Accounts, KPI Overview
Reports, Accounts, Nominal Ledger Transaction Trail
Accounts
Accounts, Overview, Terminology
Accounts, Overview, Nominal & Control Accounts Explained
Accounts, Overview, Standard Sets of Nominal and Control Accounts
Accounts, Set-up Bank Accounts
Accounts, Set-up Nominal Accounts & Budgets
Accounts, Set-up Control Accounts
Accounts, Set-up Standard Payment Methods
Accounts, Set-up Standard Invoice Descriptions
Accounts, Set-up Financial Year & Extra Years
Accounts, Set-up Tax, VAT, IPT & Euro
Accounts, Set-up Analyses & Warnings
Accounts, Set-up Terms Printed on Invoices
Accounts, Set-up Posting Defaults
Accounts, Sales & Purchase Ledgers, Invoices
Accounts, Sales & Purchase Ledgers, Sorting, Searching & Filters
Accounts, Sales & Purchase Ledgers, Auto-Reconcile
Accounts, Cashbook, Receipts & Payments
Accounts, Cashbook, Cash-up to Bank & Symbols
Accounts, Cashbook, Reconciling (Insurer & Adviser Accounts, etc)
Accounts, Cashbook, Bank Account to Select (General Insurance)
Accounts, Cashbook, Reconciliation Adjustments
Accounts, Cashbook, Reconciliation Adjustments (General Insurance)
Accounts, Cashbook, Reconciliation in Bulk
Accounts, Cashbook, Search, Sorting & Filters
Accounts, Cashbook, Contras, Petty Cash & Credit Cards
Accounts, Bankbook, Deleting Entries
Accounts, Bad Debts, General Insurance
Accounts, Overpayment Received from Client
Accounts, Adjusting General Insurer’s Premiums
Accounts, Journals & Opening Balances
Accounts, Journals & Bank Transfers
Accounts, Period End, Lock Down
Accounts, Period End, Remove Old Transactions
Accounts, Period End, Transferable
Accounts, Starting a New Year (General Insurance Only)
Accounts, Starting a New Set of Accounts
Accounts, Rebuild Nominal Ledger Totals
Appendix
Appendix 1 – Virtual Private Networking & Terminal Services
Appendix 2 – Durell’s Web-link Module
Appendix 3 – Using Misys IFA Fact Finds With Durell
Appendix 4 - Using An Internet Time Client To Schedule Routers
Appendix 5 – Prevent Junk Emails in Outlook Express
Appendix 6 – Prevent Junk Emails in Outlook 2000
Appendix 7 – Repairing Access Databases
Appendix 8 – Setting up a WAN or LAN-to-LAN network
Appendix 9 – Firewalls, NAT & Static IP Addresses
Appendix 10 – Windows Server 2000 & 2003 Backup
Appendix 11 – Installing Crystal Reports for Terminal Services
Appendix 12 – Allowing Attachments in Outlook 2000
Appendix 13 – Printing with Terminal Services
Appendix 14 – Setup Windows 2003 Server for Remote Access
Appendix 15 – Home Directories on Windows Servers
Appendix 16 – VPNs with Multiple Routers
Appendix 17 – Setting-up an LSI Logic Array
Appendix 18 – Web Content Control
Appendix 19 – Durell File Transfer
Appendix 20 – Uninstalling Durell