DURELL VERSION 7.4.74-75 → Durell

DURELL VERSION 7.4.74-75

MAIN FEATURES

Includes new standalone document database as well as other improvements, bug fixes and bespoke developments.

Itemised List:-

Update will create a new “Documents” database. All pre-existing and new document links will be held/moved here. This will reduce the overall size of the main database.
Fixed an issue whereby activating “Instalments” on a renewal which is subsequently deleted, resulted in left over instalment rows on the instalment report.
“Financial Year” in the accounts will now automatically be shifted forward on active accounts sets via Durell updates.
Fixed an issue in Durell that caused the system occasionally crash when double clicking icons.
“Address Set” added to the column setup options to enable visibility of the associated address records
Added “Created User” to list of headers in policy screen column setup.

General Broker Only

New Product added ‘Commercial’ > ‘Factfind’
Full “Policy Wording” now available to download via Applied Systems EDI. “Policy summary” option at quote stage has been reworded to “Summary / wording”, when clicked, this will now show a menu popup to either retrieve the “Policy summary” or “Policy Wording”
At the request of Applied Systems, removed the option to add or remove PNCB at Renewal Invitation stage on an EDI renewal invite.
At the request of Applied Systems, if the “Date” OR “Time” is changed on a “Saved Quote”, Durell will now warn that this invalidates the original saved quote due to a change in risk info and will prompt to start a new quote.
Added two dropdown fields to Marine, Yacht policy screen.
- “Mast” > Aluminium / Wood / Carbon.
- “Rigging” > Wire / Rod / Synthetic