Program Update- 2008
A summary of the main changes, additions and corrections in the latest release of the Durell Solutions product.
Update: 5.05 | Released:28/07/2008
Life & Investments
Removed spurious client reference numbers appearing on the valuation report
General Insurance
Renewal policies may now be given a finance payment method (payment methods F1 to F5)
All Users
Option in Adviser Setup to reset commission rates now works for renewals as well as policies
New section added to Help screens (under Reports) explaining how to setup RMAR reports
Update: 5.04 | Released:23/07/2008
Life and Investments
Added templates for RMAR P & L and Balance Sheet reports
Now displays the client ref for Co-funds on the policy screen and valuation reports
On-line valuation of pensions now includes both protected and non-protected rights
Added options to re-value and print valuations by mailshot selection
Option to pass compliance details from one policy to another now includes all data
General Insurance
White “Notes” button on toolbar now works on all Household policy screens
Re-broked Household policies now start at 00:01 rather than the current time
Insurecom Referrals & Declined no longer include all companies unless “Open Market” selected
Date field on Household pop-up to Edit Claim may now be adjusted
Insurecom policies now refer to Setup/General Insurance to get the invoice date (Today or On-risk)
Added templates for RMAR P & L and Balance Sheet reports
Photographic policies
Fixed renewal NCD for photographic policies
Added prof indemnity to liability cover in photographic policies
Added prof indemnity details on bordereau for photographic policies
Fixed premium table for photographic policies
Added latest car makes and models
Deleted claims are now fully removed (no longer reappear in linked Word docs)
Special
Added branch names and sort codes to Sales Analysis report for NHFA
Valuations with investments in trust are now correctly grouped for Fogwill & Jones
Update: 5.02 | Released:30/06/2008
Life and Investments
The funds list has been fixed re transferred-out and closed funds that were the wrong way around
General Insurance
The Date field on pop-up for Household Claims may now be edited
The Invoice date for policies taken-up via Insurecom is now as set in Setup/General Insurance
Where an MTA has a sales invoice of zero value the remaining purchase invoices may now be posted
All Users
Added the "Other phone" and "email" fields to Setup /Import
Fixed link to Word, which was not picking-up all the records for "All Sets, mailshot = Y"
Stopped diary from displaying all memos when logging in
Stopped pop-up appearing with message “No version information available”
Update: 5.00 | Released:18/06/2008
All Users
New look main menus with themes for backgrounds and buttons
Rename button in the Doc Viewer now shows the filename and path, and allows re-selection
You can now retrospectively link a scheme policy to a client
Extra option added to Client Notes report to list all address sets
Extra options added to Diary listing for “Time Spent” (e.g. to list fees entered by all users)
Life
Clerical Medical investments may be re-valued via on-line contract enquiry (from July 14th)
Standard Life investments may be re-valued via on-line contract enquiry (from July 14th)
The commission screen now allows repeat consultancy fees to post periodically (e.g. monthly)
Life commission invoice date now defaults to the policy start instead of the date entered
Top-up investment events (with compliance) now appear in compliance reports
Variations and top-up investment events now appear in KPI reports
Financial Adviser Remittance may now report by financial year (in addition to calendar year)
Reinstated missing note fields in fact find
New fact find system now allows multiple fact finds to be saved on same date
New fact find system no longer crashes when moving quickly through sections
New fact find system no longer sometimes incorrectly jumps to the previous section
General
New “Signpost” option added for Leads & Advisers to reset commission rates in existing policies
Latest car makes and models added to dropdown selections
Special
Routine added for Home Call to load policy data
Created Management Info and HSBC Allocations reports for NHFA
Update: 4.72 | Released:23/04/2008
Life and Investments
New on-line valuation routine load funds, units and prices into brand new policies (without existing fund details)
Added new Mortgage Fact Find (requires new fact find system)
General Insurance
Added new Mortgage Fact Find (requires new fact find system)
Fixed the problem with EDI cancellations that have zero-value premiums
Motor quotes with errors (previously disappearing) now listed as “Declined”
All Users
New on-line Help system works via the Internet, so is always up to date
Update: 4.67 | Released:02/04/2008
Special
Further additions to fields on NHFA Commission Analysis report (csv file)
General insurance premiums funded by Tactica will not be added to the tactica csv file till the “WEB” temp ref is changed
Life and Investments
Indemnified liability period (in months) can now be entered on the Setup / Product screen (i.e. on a per product basis)
Fixed data transfer from old fact finds to new system
Fact finds cannot now be changed locally while also on the web-link
Fact finds now prompt to save the current page on exit (n.b. all other pages are saved by default)
Added a £Standard answers” button to create default answers for new fact finds (e.g. set field to “N/A” instead of blank)
The web-link report now includes fact finds
All Users
Fixed locking problem when setting-up new mail shot dropdown fields
Update: 4.65 | Released:26/03/2008
Special
More improvements for Churchills Monthly Report
Extra fields added to the NHFA Commission Analysis report (csv file)
Life and Investments
Optionally added the new fact find system (n.b. user must activate this via the Setup screen)
The title "Miss" has been added to the dropdown for "Policy held by"
The Commission Analysis report (that creates a csv file) now includes the
General Insurance
Percentage of Business report now shows figures for premiums as well as commissions
The start date and time for renewals by EDI is now synchronised with the insurers
The monthly Instalments report now shows the policy holder as well as the insurer
All Users
While a client record is on your website a "world" icon is displayed next to its "Search name"
Now possible to copy address records between non-client address sets
The Document Viewer now supports XIF graphic files (requires third party viewing software)
Update: 4.63 | Released:11/03/2008
Special
Further developments for the Monthly Report for Churchills
Life and Investments
A button has been added to pass a revised fund name to all affected contracts
General Insurance
The Percentage of Business (by Type, Insurer, etc) report now works correctly
All Users
The web-link log may now be printed
Update: 4.62 | Released:04/03/2008
Special
Fixed Churchills "Salary" date field to accept dates in the future
Added postcode search for Gas Fitters for Homecall
Life and Investments
Added "Dr" to list of "Policy held by" options
Fixed the "New Business Compliant" tick box so that it links to the correct user-name
Fixed non-unitised fund holdings to appear in revaluations
General Insurance
Fixed the "Directors & Officers" product so that screens can be linked to it
All Users
Fixed diary so that it correctly displays the selected user
Update: 4.61 | Released:29/02/2008
Special
Created Monthly Report for Churchills via a Word template
Life and Investments
Valuation Report can now be run from the "Reports" button on the Durell Main Menu
Stopped Fin Express downloads from blanking-out sector names (a further fix may be required)
Monthly commission renewals now work correctly
All Users
System now correctly returns to the original client record after exiting from a partner or other linked record
Fixed the Sales and Purchase Ledgers (which were stopping after a given number of entries)
The print-out of a Client's Personal Details can now include the additional mailshot fields
Mailshot markers are now set per user (not globally, as before)
System now retains the last-used address set when creating invoices
Added option to remove date from Compliance Details report
Update: 4.58 | Released:24/01/2008
General
Fixed Monthly Installments report
Added standard Posting Defaults for type IN (same as CH)
Added extra checks and messages re household policies with zero contents
Fixed .csv output file for Tactica Premium Credit
Latest motor vehicles added
Life and Investments
Added alternative valuation report with different layout
Added option to show funds in pie chart on alternative valuation
Added Signpost option in individual Policy screens to display on-line Contract Enquiry details
Fixed Group Scheme screens which were mistakenly displaying "Beneficiary" fields, etc
Fixed standard Posting Defaults for type DD
All Users
When sending an email the prompt to save in Durell now is always on top
Web-link report has been fixed
Web-link now does not crash if you try to update a record with blank DOB
Web-link is now available on a secure server at no extra cost
Update: 4.56 | Released:07/01/2008
Fixes
Fixed commission screen, which no longer defaults all investments to "Indemnified" and no longer sets renewal commission to "None"
Fixed system so it no longer crashes on one of the Fact Find screens
Life and Investments
Added on-line contract enquiry (i.e. automated re-valuations) for Selestia
Now possible to select historic fact find data to pass to Word (i.e. to print an historic fact find)
When merging the transactions of two investment contracts (by deleting one and passing its transactions to the other) the system now also passes the compliance and commission details.
Archive
2007
2006
2005
© Durell Software Ltd 2008 | Designed and Managed by Durell
Durell provides solutions for IFAs and mortgage brokers, as well as general insurance brokers dealing in personal lines or commercial insurance. Its solutions include paperless office, complaint management, financial planners, factfinds, FSA compliance, diaries, contact management and accounting software. It is suitable for registered individual financial advisers, IFA networks and national IFAs. It includes a mortgage fact find and investment portfolio manager with on-line contract enquiry for instant valuations. It encompasses mortgage adviser software, mortgage broker software, wealth management software, back office software, financial planning software and software for independent financial advisers.
Software | Back Office | Financial Adviser | IFA | Provider | General Insurance | Life and Investments | Insurance Brokers | System | Database | Solution | CRM (Client Relationship Management Software) | Policy administration | Factfinds | Full Accounts | Pensions | Personal Lines | Commercial Insurance | Insurecom | Full cycle EDI | Online contract enquiry | Paperless office | Financial reports