Schedule your workflow with Durell's Diary module.
Durell’s integrated diary enables you to effectively manage your time and client commitments.
Durell includes multi-user diaries, which can be viewed by day, week or month - easily allowing you to create and review tasks and appointments for yourself and others.
Diary entries can be linked to clients, prospects and policies providing the basis for detailed Management Information.
Ensure deadlines are met by creating diary reminders with the semi-automated chase-up facility from both the Client Notes and Policy Compliance screens.
Use Memos to create your own ‘To Do’ list and send reminders to other users.
Link to Outlook
Import your Durell diary to Outlook to keep on top of appointments on mobile devices, and export Outlook appointments to Durell to link them to client records.