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

· Blank fact finds for prospective clients

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

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

b) set-up this module on your own website

c) set-up a schedule to pass the data every day between your website and your office Durell system

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

If you’re using the web-link module just to display fact finds on your website then the rest of this section will be irrelevant: it shows how to set-up the other aspects of Durell to be included on your website.

Use the search buttons at the top left of the screen to find an individual client (e.g. SMITH AKS), or alternatively select all the clients in the current set (i.e. as displayed at the top left), or the current set’s mailshot selection.

The password for all clients to access their details displayed on your website will be their client record number (e.g. 11969). 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

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 1 to 9 will never appear on the website because their “Display” boxes are clear, while mailshot fields 10 to 12 will be displayed though only mailshot field 12 will 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” then none of these fields will appear for the currently selected clients.