Quick-start, A Quick Tour (Tutorial)

 

Starting from Durell’s Main Menu screen, immediately after logging in...

  1. Click the “People” button.
  2. Click the “Spectacles” button (N.B. not the “Binoculars”) to jump to the scrolling view.
  3. Click the “Binoculars” button to find a record.
  4. Click the down-arrow on the right of the “Address set” field, to display the drop-down menu.
  5. Click “Companies, Life & Investments”.
  6. Click the “OK” button. Your screen will now display Life companies in name order.
  7. Click the “Binoculars” button again, but this time reset the “Address set” field back up to “Clients, Individual”.
  8. Click the down-arrow on the right of the “Order by” field and select “Occupation”.
  9. Click the “OK” button and the display will change back to clients, but this time it’ll be ordered by occupation.
  10. Double-click the NUTRITIONALIST record of Ms P Pudd. You’ll then be in the flat view of her record, but with the search sequence highlight on “Occupation”.
  11. Click the “Right-arrow” button (right of the “Binoculars”) to see the next of your clients in this sequence (i.e. by occupation).
  12. Click the “Open door” button to end this and return to the Main Menu screen.
  13. Click the “People” button again.
  14. Click on the “>” button to the left of Aaron’s “partner or spouse” field, which will show you his wife’s record.
  15. Click the red “Left curve” button at the top right of the screen to return to Frank.
  16. Click on the “>” button next to his “business” field, which will take you to Durell Software’s record.
  17. Click the red “Left curve” button again to return.

N.B. Generally the “Right curve” button takes you to the next screen of a sequence (e.g. the fact find) while the left one takes you back again. The “Left curve” button goes red to indicate that you have moved to a related record (e.g. spouse or business). So still using Aaron F’s record…

  1. Click the yellow (or yellow & red) “Notes” button.
  2. On the “Notes” screen click the button at the bottom left a couple of times: it’ll change from “Show note lines” to “Show free-form notes”.
  3. Click the “Close” button to return to the client screen.
  4. Click the “Curve right” button to activate the Factfind menu.
  5. Click the “View Factfind” button to proceed with the “Full Factfind”.
  6. Click the “Curve right” button to move through the screens.
  7. Click any topic in the list on the left side to jump to the next page of your choice.
  8. Click the “Open door” button to return to the client’s screen when you’ve seen enough of the fact find.
  9. Click the “Diary” button to check your diary.
  10. Note that the diary also displays your memos and messages at the bottom of the screen.
  11. Click the “Open door” button to return to the client record.
  12. Click the “Word” button (a big green “W”) to check the client’s documents.
  13. Double-click the IMAGE item (i.e. the TV licence).
  14. Click the “Back” button to return to the document viewer.
  15. Click the “Close” button to return to the client record.
  16. Click the “Policies” button to view Aaron F’s policies.
  17. Click the “Open door” buttons repeatedly till you return to the Main Menu, then exit Durell.