Quick-start, Entering A Client

To start a new client record…

• Click the “People” button
• Click the Starburst button or press the F3 key
• If required, use the “Address set” dropdown to select the address set in which to make the new record (e.g. “Clients, Individual”)

• Select a title from the “Title” dropdown, as shown above
• Enter the first, second and surname
• As you click onto the “Postal Name” the system will generate this for you, along with a suggested salutation and search name
• Enter the home phone number and date of birth
• Select the gender and marital status from the dropdowns
• Click “OK”
• If you have subscribed for automated postcode searches (available from Durell for a monthly fee) you should…

• Enter the post code
• Click the “=” button next to the “Postcode” prompt
• Double-click the address from the displayed list

• Otherwise…

• Enter the address as you would do an envelope, starting the first line, for example, as Mr F Bloggs
• Note that you can use the Tab key to move down a line, or Shift+Tab to move back up
• Enter the postcode in the appropriate field or you won’t be able to search by postcode

• If the client has a second home (N.B. not his work), click the “2^nd” button and enter it
• If the client is about to move, click the “Move” button and enter that address too
• Click and thereby tick the Data Protection Act details (e.g. whether the client has agreed to be contacted by phone, etc)
• Click the “>” button next to Lead (or “Introducer”) and select an appropriate one (see Set-up, Leads)
• Click the “>” button next to Adviser and select an appropriate one (see Set-Up, Advisers)
• Click the “Review” button to be reminded to see the client in a year’s time
• Enter the client’s birth date, plus phone numbers for home, work, fax and mobile
• Click the “Occupation” drop-down, then type the first letter of the occupation to select
• DO NOT click the “>” buttons next to Business, Partner or Family yet (see Clients, Links to Contacts, Partners & Groups)
• Click the drop-downs of your user-defined fields (e.g. Marital status) to select appropriate values (see Set-up, Field Names)
• Enter any notes you require at the bottom of the screen
• Click the “Floppy disk” button or press Ctrl+S to save the record

Some systems will have a “Businesses” button below the “People” button, which should be used for corporate clients. In any event you can always switch from one address set to another (e.g. from “Individual Clients” to “Business Clients”) via the “Binoculars” button and the “Address Set” drop-down on the ensuing “Find Record” dialogue, as illustrated below.

To view your clients in a scrolling list click the “Spectacles” button (or press F12). Click the same button again to return to the flat view of the currently highlighted record (i.e. the “Spectacles” button toggles back-and-forth between the two views). Before doing any further work with client records, read the section on “Address Sets”.