Durell Solutions latest program updates

Durell Software
42 High Street
Taunton
Somerset
TA1 3PN

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...
Financial Adviser
General Broker
Mortgage Manager
Office Manager
Investment Management (part of Financial Adviser and Mortgage Manager)

Accounts (Part of all versions)
Accounts (Part of all versions)
Program Correction	F

Revisions for 2007


Program Revision 4.55	21 December 2007


General Insurance
	When selecting a contact for a claim more info is displayed (e.g. phone, mailshot fields, etc)
	Premium screen is now pre-populated with default commission rates when a quote is taken-up
Life and Investments
	Stopped commission screen from causing system crashes


Program Revision 4.54	14 December 2007


All Users
	Durell no longer clashes with Veritas Backup Exec 11d (now ok with all versions)
	Re-named insurers no longer appear with previous names in Remittance Advice
	Nominal Accounts Transaction report now defaults to “Nominal Selection List”
	Durell now installs its Outlook addin without repeated warning messages
	Temporary policy numbers may now start with first few characters of plan name
	Outlook emails may now be linked to policies, quotes or renewals, and now display dates
	Outlook link to clients can now search through all address sets
	Tick-boxes added to product setup to stop renewal commission to leads and advisers
	Diary link to policies now displays policy start and end dates
General Insurance
	Now possible to select claim contacts by postcode
	Transferable Commission report now shows names of Policy Holders
	Added full-cycle EDI for household insurance
Life and Investments
	No longer asks for “Indemnity end” date regarding early terminations (clawbacks)
	Mailshot Analysis report now displays negative commission (clawback)
	Mailshot Analysis report no longer ends prematurely (as a result of clashes in accounts)
	“Fixed sum” pay-aways are now negative (i.e. for clawbacks)
	Property and Group screens fixed


Program Revision 4.52	27 November 2007


All Users
	Nominal Account Listing can now be sorted by nominal account code
	Nominal Account listing now defaults to "Selected Nominals"
	Nominal Account Listing now has totals for individual nominals
	Added pop-up warning at log-on if inconsistencies exist between local and web-based data
	Outlook emails can now be linked to specific policies
	Outlook pop-up now links to just those clients belonging to the logged-on adviser
	Outlook linked emails no longer over-written if same subject line (i.e. on-going conversation)
General Insurance
	Included latest ABI code list of vehicles, occupations, etc
	Now prevents Insurecom renewals from being taken-up until all aspects are fully resolved
	Vehicle modifications now appear on printed quotes as text rather than as codes
	Reinstated commercial screen for Buildings & Property regarding Property Details
Life and Investments
	Added dropdown on policies indicating ownership by 1st, 2nd, Joint or Other life, with matching indicator on valuations
	Added facility to include a policy in both the single and the joint life's valuation and fact find
	Added facility to change a policy's policyholder directly on the policy screen
	Added facility for merging transactions from many policies into one
	Added option NOT to display the date of report on the Compliance Daybook report
	Changed name of "Suitability letters" to "Suitability reports" and added seven new point
Special
	Edited CSV file for Tactica Premium Credit


Program Revision 4.50	26 October 2007


All Users
	Added a "Durell" button in Outlook for saving emails in a client's document viewer
	The "Policy Selection" setup for reports now allows multiple insurers to be selected
	Changed the "back-door" password to Durell to make it more secure
General Insurance
	Added a "Signpost" button option to allow household policy references to be changed
	Fixed Driver screen so it now defaults to the correct occupation type for students
	Fixed Bordereau report so that it no longer omits brokerage charges on MTAs
	Fixed date format for motor convictions on Drivers screen
	Fixed link to Insurecom regarding vehicle modifications
Life and Investments
	Added on-line re-valuations for Prudential, Norwich Union, Zurich and Transact
	Fixed Commission screen so that the initial sum now defaults to "Single" for fees and mortgages
	Added two extra searches (by price or by sector) when selecting funds for investment contracts
	Fixed "Signpost" button on investment transactions screen so it is not greyed-out when adding new funds


Program Revision 4.49	11 October 2007


All Users
	Nominal Account report – after each listing you may now select nominals for the next one
	Nominal Account report – multiple nominal accounts may be included in each listing
	Nominal Account report – start and end dates added for current month and financial year
	Nominal Account report – facility added to save and re-load nominal account selections
	Client BACS details – now possible to reset date of last entry
	Cashbook listing – fixed report so that it now shows ledger allocation again (as it used to)
General Insurance
	Document viewer – now accessible from “W” button on all motor and household policy screens
	Word data fields – new fields added for “Prem + IPT” and “Net prem + IPT” in “Policy details 1” table
	Motor Traders Stock & Perils – fixed error when returning from Property screen
	Insurecom – fixed problem re discontinued ABI categories (e.g. occupation descriptions)
Life and Investments
	Policy schedule – policy notes may now be included in the report