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A summary of the main changes, additions and corrections in the
latest release of the Durell Solutions product. As an aid in
determining whether particular items are relevant to the version you
are running the changes are colour coded thus... |
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Financial Adviser |
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General Broker |
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Mortgage Manager |
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Office Manager |
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Investment Management
(part of Financial Adviser and Mortgage Manager)
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Accounts
(Part of all versions) |
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Program Correction |
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Program Revision 3.72 |
29 September 2005 |
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Accounts |
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Added 'Signpost' option in Cashbook's 'Reconcile Account' screen to
'select all.' |
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Added 'Future Budget Years' to spreadsheet. |
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Life, Pensions and Investments |
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Fixed investment revaluation process so it skips fund holdings with zero
units |
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General Insurance |
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Added separate set of standard 'Actions' for claims notes |
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Added claims notes to the report for 'Client and Policy Notes' |
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Changed claims screen so you can enter and/or override default date of
birth |
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Added new product type for 'Motor / Fleet scheme' |
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Fixed bug in 'Client and Policy Notes' report that excluded policies
with MTA's |
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Added 'Policy selector' button to the 'Control' report (so you can list
by adviser etc.) |
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Added 'Main Insurer' via 'Signpost' button in policy and product set-up
screens |
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Other Changes |
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'Word' link. Fixed certain (long) datafield names that wouldn't load
into 'Word' |
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Fixed special NHFA report |
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Program Revision 3.69 |
25 August 2005 |
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General Insurance |
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New product types created for...
Directors & Officers (Commercial insurance) |
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General Insurance premium screen now has extra fields for...
Brokerage Discount (in addition to existing Brokerage Charge)
Insurer's Charge, Insurer's VAT, and Commission on Insurer's Charge
Posting methods for up to 5 credit sources (e.g. Premium Credit) |
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Added new field on General Insurance screens for "Original
inception" date |
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Policy screen for "Other / Photographic equipment" now has button
to "Expand list" of equipment |
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General insurance policies now passed to a "Historic policies"
file at renewal to allow (future) reports to include historic
information |
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Revised the "Client Bank" report which now additionally
lists all monies in & out of the Client Bank in a period |
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Common (Life and General) |
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Added fields at start of all policies for FSA reporting (n.b. new
reports to follow in Rev 3.69) re...
"Business" type (e.g. "Retail" = individual, "Commercial" =
business, etc)
"Basis of advice" = (e.g. "Full", "None", "Partial", etc)
"Advertising" = (e.g. "Magazine", "Newspaper", etc)
"Source of business" = ("Telephone", "Referral", etc) |
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Client screen now shows the "Business type" (e.g. Retail or
Commercial) |
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Client screen has new Signpost option to bulk update the
"Business type" in policies and address sets |
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Minimum screen size now 800 x 600 |
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Life Pensions and Investments |
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New product types created for...
Self Invested Personal Pension (Pensions)
Trustee Investment Plan (Pensions) |
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With regard to the Factfind the following questions have been added
for Sesame members...
"Do you agree to a review of your financial planning requirements?"
added to "Front Page" topic
"Do you have any dependants?" added to "Dependant Details" topic
"Do you want to look at them in detail?" added to "Monthly Nett Income
Details" topic
"Have you smoked in the last 12 months" moved from "Medical" topic to
"Personal Details" topic
...and also the "Nett Monthly Income" topic's "Total" column has been
replaced with a "Joint" one, and its totals corrected |
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Also in the Factfind the three "Total Assets", "Total Liabilites"
and "Net asset position"
fields have been made available to Word
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A new version of the template called "Factfind, default" has
replaced the old one, as certain field names have been changed |
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Factfind Changes
If you've created your own Word Factfind templates you may find that
after the update to 3-68 you will have to change certain fields and
optionally add some of the new ones. |
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Program Revision 3.67 |
27 June 2005 |
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Client Fact Find |
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A major redesign of the client fact find has been implemented on this
release. Please review the notes on your notification email and on the
'Download Update' screen carefully. |
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The factfind screens now contain questions for both lives |
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The factfind screens have been redesigned to display all the questions
per topic, so that 'More' buttons are no longer required. |
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A new 'Notes' section has been added to every factfind screen |
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Some new factfind topics have been added. |
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Some new factfind questions have been added to existing topics |
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A new Word template (i.e. 'Factfind, Default.doc') has been added. |
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A new Data Set for Word (i.e. Factfind, Default') has been added |
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System |
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Prevent a single user system getting locked after a crash |
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Client and Policy notes |
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Changed the Client and Policy notes program so that the pre-set standard
actions used by the associated 'Sales Analysis' report have asterisks in
front of them to make them obvious |
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Program Revision 3.66 |
9 May 2005 |
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Life and Investments |
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Added XML link to Friends Provident for pension & investment valuations |
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Added new fields to Investment Transactions dialogue for tax on
dividends |
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Added new "Dividends" report |
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Added "Clear all / Tick all" button on Life Compliance checklists |
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Clients |
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Added standard "Action" field to Client & Policy Notes |
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Added more selection options for Client & Policy Notes report |
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Added new "Sales Analysis" report (based on Client & Policy Notes) |
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Accounts |
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Fixed automatic fee entries in Diary, which now default to standard
action "FEES" |
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General Insurance |
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Fixed general policies, which now start with focus on policy ref to avoid
mistaken changes of adviser |
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System Fixes |
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Fixed program updates routine, which now only request one email, not two |
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Fixed bug when closing windows with "x" in top right corner |
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Fixed screen refreshes after reconciliation & when displaying bank
details |
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Program Revision 3.64 |
13 April 2005 |
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Added facility to confirm a successful update |
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Main system screens are now resizable |
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Life compliance dates |
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Changed some dialogues to accept a manual entry |
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Allow dates to be set , even with aspects unticked |
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System licence |
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Licence may now be loaded from any drive (including CD) |
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Accounts invoices |
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Changed to allow unlimited number of lines |
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Accounts reconciliation |
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Improved readability of reconciliation process |
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