Policies, Notes & Chase-ups

Most of the policy screens have a free-format “Details” notepad located somewhere around the middle of the screen, as shown below. As more lines are entered you’ll notice this notepad gains a scrollbar on its right-hand side and can hold a surprisingly large amount of text.

A second facility for additional notes is available via the vertical “Notepad” button on the Durell toolbar to the right of the “Spectacles” button. These may be EITHER free-format notes OR notes in lines with the date and time, depending on your personal settings (see “Set-up Policy Notes”). You can also use the button at the bottom left of the notes screen to switch between free-format notes and note lines.

Free-Format Notes or Policy Schedule

• Click the vertical “Notepad” button on any “flat view” address set screen
• If the button at the bottom left says “Show free-form notes” then click it
• Type your notes
• Click the “Save” button to save and exit
• Click the “Delete” button to delete ALL of the notes
• Click the “Print” button to print the notes
• Click “Cancel” to exit without changing the notes

Free-Format Schedule Templates

A “template” is simply a page of notes that can be re-used for all the other address set records (e.g. a standard questionnaire or title sheet). To use templates…

• Type your template in the free-format notepad
• Click the (Template) “Save” button, enter a title (e.g. “Motor Schedule”) and click the “Save” again
• Return to the address set screen and select a different record

• Click the vertical “Notepad” button
• Click the (Template) “Select” button, click the template to use, then click “Load”
• Use the (Template) “Delete” button to remove unwanted templates

Note Lines With Date & Time

• Click the vertical “Notepad” button on any “flat view” address set screen
• If the button at the bottom left says “Show note lines” then click it
• Click the “New” button
• Click the “=” buttons next to the date and time fields to get the date and time, as shown below
• Click the “=” buttons next to the “Complete by” field to get the current date PLUS the number of days in which to complete the action, as specified by your “Set-up, Policy Notes”
• Select a standard action from the “Action” drop-down (e.g. “Request for valuation”)
• Type your notes
• Click the “Save” button
• Click the “Edit” button to edit the highlighted line of notes
• Click the “Delete” button to delete the highlighted line of notes
• Use the “Show note lines” counter to change how many lines are visible per note
• Click the “Print” button to print all of the notes
• Click “Close” to exit

Set-up Standard Actions

Use “standard actions” on your notes to allow analytical reports to be produced (e.g. to list all “Enquiries” received during May). To edit or create a new standard action, see “Set-up, Policy Notes”)

Chase-up Reminders on Notes Lines

Each time you create a note line you can optionally also create a reminder in your chase-up diary (see “Set-up Policy Notes”). To do this, starting from the Policy Schedule window…

• Click the “Chase-up” button
• Click “OK” to agree to create a reminder
• Click the “Yes” button to edit the diary entry, unless the basic reminder is adequate
• Double-click the reminder in the diary to go to its “flat view”
• Edit the diary entry, as required (see “Set-Up, Diary & Messages”)
• Click the “Exit” or “Open door” button to leave the Diary
• Click the “Yes” button to save your edited diary entry
• Click “Close” when you’ve finished adding note lines