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Policies, Description Line

The description line allows you to enter text against a policy record, which is then displayed at the bottom left of the scrolling view of all policies (“No 5 Via Poggio”, as shown below). This allows you to distinguish between a number of similar quotes or policies (e.g. mortgages for different properties, or quotes for the same vehicle but with a range of driver restrictions).

To enter or edit the description line, starting from Durell’s Main Menu…

  • Click the “Policies” button
  • Highlight the policy or quote in question (e.g. by scrolling to it, or using the “Binoculars” button to find it)
  • Either right-click it
  • or

  • Click the “Signpost” button, followed by “Edit description for list”
  • Enter or edit the text in the “Edit Policy Description” dialogue, as shown below
  • Click “OK”
  • If you need to clear a description line, simply re-enter the description as a single [space].