Set-up, Web-link Module

 

This module allows you to display the following via your own website…

·         Portfolio valuations with full fund details

·         Personal details (i.e. client’s name and address, birth date, phone numbers and up to 54 user-definable fields)

·         Policy lists with basic details (n.b. for commercial, motor and household in addition to life, pensions and investments)

...plus...

·         Fact finds for existing client reviews or blank ones for new clients

 

However it’ll be completely pointless until you’ve…

a) purchased an additional Durell user-license for the web-link module

b) had this module set-up on your own website by one of Durell’s support team

…all as described in “Appendix 2 – Durell’s Web-link Module”.

 

The section below explains how to add clients to your web-link, change their password, and set-up what data should be displayed for each. If you’re using the web-link module to display fact finds then you’ll also need to refer to “Fact Find, On Your Website”.

 

 

 

Starting from Durell’s Main Menu…

·         Click the “Setup” button

·         Double-click the word “Web-link”

·         Then to set-up one or more clients….

1.      Use the search buttons at the top left of the screen to find an individual client (e.g. AARON F)

2.      Or select all the clients in the current Address set (i.e. as displayed at the top left)

3.      Or select all the clients in the current address set with their mail shot marker set to “Y” or “N”

 

The initial password for all clients to access their details displayed on your website will be their client record number (e.g. 4248 for AARON F). You can reset the password for individual clients via the “Change password for current client” button.

 

Having selected the client or clients to display on your website, tick the boxes to apply, as follows…

§  Allow online service - Use this to include or exclude the selected clients

§  Show policy list - Use this to allow the client to view his policies, as shown below

 

 

§  Show portfolio valuation - Use this to allow the client to view his investment portfolio, as shown below

 

 

§  Show personal details - Use this to allow the client to view his name, address, birth date, phone numbers and email address on your database, as shown below

§  Allow changes to personal details - Use this to allow your client to update his details directly while on line

 

 

§  Omit first 12 mailshot fields - Use this to exclude all of the first 12 mailshot fields on the website

§  Omit additional mailshot fields - Use this to exclude the additional mailshot fields (i.e. on the second Clients Details screen) on the website

§  Allow password change - Use this if you want your clients to be able to reset their passwords while on-line (which you’ll subsequently be able to see via this screen)

 

Click the “Apply displayed settings to selected clients” button to implement your current selection.

 

The “Individual Mailshot Field Settings” apply to ALL records where “Allow online service” is ticked (i.e. not just the current selection). For example in the illustration below fields 5, 8 9 & 10 will never appear on the website because their “Display” boxes are clear, while mailshot field 11 will be displayed but will not be editable. You may also choose to omit the two main user-definable mailshot sets in bulk (i.e. the first 12 that appear on the first Client Details screen, and/or the next 42 that appear on the second screen). For example if you tick “Omit additional 42 mailshot fields”, as shown below, then none of these fields will appear for the currently selected clients.

 

 

Web-Links for Businesses

As well as being able to setup clients individually or by mail shot, you can setup their business, in which case THEREAFTER any client created or re-saved that has this name in its “Business” field will automatically be setup for the web-link according to the “New Clients” ticks for the business, as shown below.

 

Note that the actual business does not need a tick in its “Allow online service” box.

 

Tip: Note too that the business does not have to be a real one. You could for example, create a Business Client called something like “WEB-LINK”, then tick its “New Clients” boxes for the web-link setup, like those shown for DURELL below, then put this name in the “Business” field of any client you want to appear on your website.

 

 

Fact Finds

Because they involve much more data, fact finds are set-up for the web-link individually. Please refer to “Fact Find, On Your Website”.

 

Please also read “Reports, Client, Web-link Log”.