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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 4.14 |
31 October 2006 |
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Insurecom Users |
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Auto-lapsing now occurs 5 days after
the renewal date (or 7 for Cornhill). It no longer allows for week-ends |
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It is no longer possible to edit the
on-cover date for a "Renew Amended Risk" (i.e. it must use the renewal
due date). |
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It is no longer possible to create an
MTA after the renewal date for lapsed policies |
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When a renewal invitation has been
received the policy's stage is now set to "Active, Invite received". |
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Selection of documents to download is
revised, NIG now works correctly |
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Program Revision 4.12 |
17 October 2006 |
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Life & Investment Users |
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Fixed problem with Fee entries being lost if sent to the Diary when it's
minimised on the task bar |
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Insurecom |
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Added security devices to Motorcyles screen |
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Fixed "UK Resident" field on Drivers screen so it now correctly applies
to each driver individually |
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Added Gross Vehicle Weight (GVW) to Commercial Vehicles screen |
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Program Revision 4.11 |
11 October 2006 |
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Accounts |
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Fixed Cashbook Report, which would print journal entries even when these
were not requested |
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Fixed "This payment" figure for manually created invoices in the new
Cashbook Remittance Advice for Financial Advisers. |
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Added a new Cashbook Remittance Advice for the NHFA |
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Clients |
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Fixed problem where if you re-name a client the system also moves the
client's scan folder, but leaves any manually created sub-folders |
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When you create a new client the system automatically generates a
default empty fact find, which is now dated rather than blank as before |
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Insurecom |
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Fixed problem that prevented MTAs from being created |
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Fixed problem entering Specified Items for Household policies |
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Program Revision 4.10 |
9 October 2006 |
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Insurecom Motor & Household Quotes |
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System no longer auto-lapses renewal invites for policies where a
renewal exists that has been taken-up in Insurecom, even though it may
not have been taken-up in Durell |
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System correctly removes redundant rebroke and renewal invite records
when you take-up a renewal in Durell |
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System correctly removes duplicate renewal invites |
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Mortgages |
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Added new mortgage product types for "Reversions". |
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Added fields on mortgage screens for gender, date of birth, drawn down
and reserve sums. |
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Changed wording on mortgage "Compliance Dates" pop-up. |
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Added buttons on "Supporting Documents" pop-up for mortgages to allow
user-defined lists to be saved and re-loaded. Also added "Print" button. |
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Added "Replacement" tick-box on mortgage screens |
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All Systems |
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Date fields sent to an Excel spreadsheet are now be correctly formatted
(n.b. only applies to Office XP and 2003 - not possible to fix in 2000
or earlier) |
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Added "Signpost" option when reconciling an account in the Cashbook to
display "All advisers" or "All leads" commission |
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Changed wording "Full" to "Full advice" in FSA's "Basis of advice"
dropdown |
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Program Revision 4.08 |
29 September 2006 |
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Insurecom |
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Fixed error with Insurecom where a renewal invite would be issued for a
policy not in Durell (e.g. deleted or not transferred). |
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Claims |
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.Colours can now be allocated to claim stages so that claims in the
scrolling list can easily be identified by stage. |
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Mailshot selection has been added to claims for the identification of
claims by multiple criteria. |
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The claims scrolling list may now be sorted by the current mailshot
selection. |
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New fields have been added for the claims total values, re estimated,
retained, actual and fees. |
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A new claim "Fault" type has been added for "No driver error" (in motor
claims only). |
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A new "Awaiting" date has been added to claims for "Notification with
solicitor" (available to Word & the Binoculars search). |
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The "Add" button for claim "Contacts" now defaults to the most recently
found contact (to speed-up data entry). |
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The "Print Claims List" can now print the mailshot selection. |
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Program Revision 4.06 |
25 September 2006 |
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All Users |
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Transaction Trail of user-activity now records log-on and log-off and
includes a new report. |
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On the Client Details screens the Introducer is now entered first.
The Adviser may then be selected automatically based on either the...
* selected introducer
* client's postcode |
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Now possible to pass client's policy schedule to Word |
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Fixed problem with Leads screen losing its toolbar |
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Added Data Protection Act fields to address set screens |
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The Cashbook "Signpost" option to "Include outstanding invoices" now has
sub-selections for "Sales only", "Purchase only" |
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Life & Investments |
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"Review Date" and "Reason for Review" added to policies, with ability to
select for mailshots (and hence to list via the "Green Binoculars"
button and via File / Print / List). |
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Fixed XML link to Friends Provident for policy revaluation (n.b. users
should check their passwords) |
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Added a new "Remittance Advice" in the Cashbook called "Financial
Adviser" for payments to advisers and introducers. |
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Add a button on the "Save Fee Timer" pop-up to make client or adviser
notes in addition to the diary entry |
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Added "Existing policy" as a choice in the "Basic of Advice" dropdown |
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General Insurance |
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Reinstated ability to "Pass claim details to policy" for motor claims |
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Reinstated ability to start a quote for a new client |
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Compulsory Excess in Household is now free-format |
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Only one driver can now be set as the proposer (provided checks are
turned on) |
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Fixed spelling of "until" in the Policy Cancellation pop-up |
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F |
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Fixed the erroneous symbol in the notes at the bottom of private car
quotation summaries |
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F |
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Renewal invitations are no longer duplicated |
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F |
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Report now provided re the auto-lapsing and downloading of renewal
invites |
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When a re-broke is taken-up all associated renewal invites are
auto-lapsed, and associated renewal versions get deleted |
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Improved the auto-calculator for "Numbers of Years Licence Held" on
Drivers screen |
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Documents now passed correctly to re-broked policies |
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F |
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The data field "Cover from time" is now passed correctly to Word |
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F |
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Added new product type "Marine / Personal Accident" |
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Program Revision 4.05 |
17 August 2006 |
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General Broker |
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Fixed certain types of motor policies (e.g. 'Fleet') which report
'Invalid use of null' on the motor details screen. |
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