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”.