Set-up, Buttons on
Main Menu and Background Themes
Buttons on Main Menu
Use this set-up to select an address set button on the Main Menu (e.g. “Prospects”) and allocate a number of address sets which it can open.
For example, in the case of prospects there is only one “Prospects” button even though there are a minimum of two prospect address sets (i.e. one for “Prospects, Individual Clients” and a second for “Prospects, Business Clients”), in addition to which you may have created a set of your own, e.g. “Prospects, Robert’s” (see also “Clients, Using Address Sets”. By using this setup all the ticked address sets (see below) will be made available on in a menu-list when you click the single button in question (e.g. the “Prospects” button on the Main Menu).
Themes
Click the “Themes” button then use the “Themes” dropdown to select a different combination of picture, logo and colour to be used in your Durell Main Menu, as shown below. At the bottom of this screen you can also tick the box to use Vista-like expanding transparent buttons, which can optionally overlay the background picture. The example display is set to “Mortgage Manager”, whereas the finished theme will display your own licence details.
Themes on Remote Desktops
You’ll need a faster theme if you’re working on a server (e.g. via a Remote Desktop) or on any PC with a slow graphics card. In this case you should pick the ready-made theme called “Default”, which has no logo or background picture (instead it uses text for the logo and a basic colour for the background). Also in this case you should avoid using expanding transparent buttons.
If you have a large server with more than five Remote Desktop users you may wish to prohibit the use of pictures and expanding transparent buttons to avoid the adverse affect on the speed. To do this, log in as the Administrator and right-click the Durell icon in the Windows Start/Program menu. Select “Properties” then edit the Target line so that it ends with the file path to your Durell data followed by “,nopic” to turn off the background picture, then “,noflash” to turn off the expanding transparent buttons. Provided you installed Durell on the server as the Administrator (which is the usual case) then this change will also automatically apply to every other Remote Desktop user. An example target line might be...
· C:\Imw-user\IM-WIN.EXE S:\Imw-Data\,nopic,noflash
Editing and Creating Themes
Click the button to edit the currently displayed theme, or create a new one. On the subsequent screen, shown below, you can....
· Click the top “Browse for Image” button to find a picture file containing your logo. For best results this should be 362 x 89 pixels.
· Click the top “Use text” button and then type-in your company name to use instead of a logo
· Click the various “Choose colour” buttons to set the colour to use right of the logo, for the title bar and under the lower buttons, and optionally instead of a background picture
· Click the lower “Browse for Image” to find a picture file for the background. For best results this should be around 800 x 600 pixels
· At the bottom left, to create a new theme enter or change its name then click “OK”, or to update an existing theme leave the existing name unchanged and click “OK”
Be careful to ensure that logo and picture files can be accessed by all users. The simplest way to do this is to save them in the “themes” sub-folder of your Durell data folder (e.g. in S:\Imw-Data\Themes\Pics).
Editing the Default Theme
If you’re editing the “Default” theme you’ll find extra options for the expanding transparent buttons applicable to ALL USERS (which you can subsequently over-ride for the CURRENT USER only, back on the first screen). This theme always appears until each user has logged-in, and thereafter will be used by every user until they expressly select a different one. So you are strongly recommended to leave this with the fastest possible settings, i.e.
· No logo (use text instead)
· No background picture (use a colour instead)
· No expanding transparent buttons
