Set-up, Web-link Module

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

· Portfolio valuation with fund details and asset allocation

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

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

· Files from the client’s Document Viewer (e.g. Word documents, Adobe pdf files, emails, spread sheets, etc)

· Secure messages to and from the client

· 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

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.

Starting from Durell’s Main Menu…

· Click the “Setup” button

· Double-click the word “Web-link” (n.b. not “Webline”, which is for life insurance quotes)

· 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. the set 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”

4. Or select all clients currently online in order to change all of their settings simultaneously

Or starting from a client record in the “Client Details” or “People” screen…

· Click the “Signpost” button

· Click the menu option “Web-link setup…”

The initial password for all clients to access their details 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.

This setup screen also includes a button to “List clients online” that produces a report as shown below, which allows you to check the settings for all your online clients.

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

§ Allow online service – Only clients with a tick in this box will be included in the web-link

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

§ Show secure inbox – Use this to receive and send secure (i.e. encrypted) messages from and to your clients, as shown below

§ Show document list – Use this to display selected files in the client’s Document Viewer, which might be documents, spreadsheets or emails, etc, as shown below

§ Show portfolio valuation - Use this to allow the client to view his investment portfolio, where the client can click the “+” signs to show each contract’s funds and the details of when it was last valued

§ Show personal details - Use this to allow the client to view his name, address, birth date, phone numbers and email address stored in 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 from the Person Details screen, above

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

§ 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 setup screen)

Members of Businesses

As well as being able to setup clients individually or by mail shot, you can setup the businesses to which they belong. In this case THEREAFTER any client record that is created or re-saved with this name in its “Business” field will automatically be setup for the web-link according to the “New Clients” ticks set for the business, as shown below (n.b. but these will not apply to EXISTING members of the business, unless they are re-saved).

Note that the actual business does not need a tick in its “Allow online service” box, unless perhaps you want its owners to be able to view this business record online too.

Tip: Note 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 SOFTWARE below, then put this name in the “Business” field of any client you want to make automatically appear on your web-link.

You may want to make further set-up choices via the tabbed screens, described below, but if not then click the “Apply” button to implement your current selections, and/or click the “Cancel” button to exit.

The “User-defined Fields” or Mailshot” Tab

The “Mailshot” tab (a.k.a. “User-defined fields”) settings are common to ALL records where “Show personal details” is ticked (i.e. not just the currently selected client). For example, in the illustration below fields 14 to 22 will never appear on the website because their “Display” boxes are clear, while mailshot field 01, 03, 06, 07 & 10 will be displayed but will not be editable. Via the “Client Selection” tab you may also choose to entirely 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” then none of these fields will appear for the online clients regardless of the settings on the Mailshot tab.

The “Documents” Tab

Use this tab to view the files in the client’s Document Viewer in your local copy of Durell (n.b. which might include scanned images, pdf files, spreadsheets, documents, emails, etc). To include any of these in the client’s web-link simply click on the file then click the “Upload” button (n.b. which then changes to say “Remove”, in case you change your mind). You can also use the “View” button to check the current document, or the “Edit” button to change it. The screen also includes facilities to change the sort order and include or exclude policy documents, etc.

The “Messages” Tab

Use this tab to view messages received from the client, or to compose new messages to send to the client. The system is very similar to email programs like Outlook, and even allows you to include attachments.

The “Fact Finds” Tab

Fact finds can only be set-up for individual web-link clients (i.e. not all clients at the same time). It can be done either on the “Factfind” tab of the Web-link Setup, shown below…

…or via the Factfind Menu (on the Individual Clients screen), as shown below, on which you should click the “Online Setup” button on the right of the pop-up.

In both cases you select the fact find layout to use on the web-link (which may differ from the one you’re using locally). This process ensures that you first save your current local fact find data before activating the web-link one in its place for your web-link client to edit. Alternatively you can select an historic one for the web-link client just to view (i.e. not edit).

NOTE: To remove all fact finds from your web-link you must set the “Layout to use online” dropdown to “Do not use online”.

The “Stats” Tab

Use this tab to check your web-link re the number of…

· log-ins

· users

· log-in per users

…where this information is displayed for both the current date and since you started. You can also use the “View User Login Log” button to check the names of the users who have been logging in.

The “Appearance” Tab

Use this tab to change the standard colours of your web-link to match those used throughout the rest of your website. Simply click the colour you wish to change, then pick the new colour from the “Color” pop-up. You can also use the “Browse” button to find a different logo, which should preferably be a JPG file of approx 200 x 100 pixels stored in the \Imw-Data\Weblink folder. After making changes to the logo or colours you should click the “Apply” button, then the “Preview” one to see how they look.

The “Settings” Tab

The Settings tab shows you which version of the Weblink program you’re using, where it’s located, and how many people can log into it at the same time, as shown below.

Contract Enquiry Setup

The “Settings” tab also allows you to select the user-name from your local copy of Durell (e.g. FAY, as shown below) of the person who has the most appropriate contract enquiry set-up for on-line valuations, which will then be used in the web-link. You should then click the “Upload” button to pass a copy of that user’s UNIPASS certificate to the web-link, after which you can test it via the “Test Certificate” button.