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Set-up, Outlook Add-in

Durell’s Add-in for Outlook allows you to save duplicate copies of emails (along with their attachments) in your clients’ Document Viewers (n.b. the original emails will remain in Outlook – so this effectively creates a backup of important emails). Emails may be saved one at a time, or in blocks for one client. You may optionally choose to be prompted to save new emails at the point when you send them. Please note...

  1. The Durell Add-in works with Microsoft Outlook 2000, 2003, 2007 and 2010. It does not work with Outlook Express, which does not cater for “Add-in” features.
  2. You will need to exit Outlook and then re-start it before any changes to the Durell Add-in will take effect.

Initial Set-up

The system should automatically create a “Durell” button in your copy of Outlook, to allow you to save emails in your Durell clients’ Document Viewers. If this button does not appear automatically (after you’ve exited Outlook and re-started it), or if your wish to remove it, or if you wish to adjust its functionality, then starting from Durell’s Main Menu... 

To remove it... 

To install or re-instate it... 

To just stop the Send pop-up, shown below... 

Emails Marked As “Unsent”

The first tick-box option described above (i.e. “When an email is sent from Outlook the Add-in should prompt to save it in Durell”) makes it hard for you to forget to save copies of your emails in Durell. However it saves each such email immediately when you click the “Send” button, so the copy in Durell is saved before it has been sent from Outlook, and hence will be marked as “Unsent”. If you’d prefer to keep copies marked as “Sent” then you should clear this tick-box option and manually save each email after it’s been sent by clicking the “Durell” button (on the tool-bar at the top of your Outlook screen).

Outlook 2010

This works with Durell similarly to the other versions of Outlook except that you'll find the Durell icon on an "Add-ins" tab, rather than the main tool-bar shown below.

Saving One or More Emails

To save an existing email in Outlook, click and thereby highlight it, then click the “Durell” button on your Outlook tool-bar, as shown below...

This should activate a “Save Email in Durell” pop-up, as shown below, where you should... 

...or... 

Outlook add-on.png

Once you’ve found the matching client, and provided it does not already have an email address, you can also pass the current email address to it by clicking and thereby ticking the box to “Save email address in client record”. Note that this option will be greyed-out if the record already has an email address.

You can also optionally click the ">" button next to the "and policy or claim" field to immediately link the email to one of the found client's policies, quotes, renewals or claims, as shown below. 

Outlook linked to policies.png

However if a matching address set record (i.e. not necessarily a “client”) does not already exist then you can create one in Durell on-the-fly by clicking the “New” button, as shown below.

Saving All of a Client’s Emails in One Go

To save all the emails you’ve RECEIVED from a client, first select your “Inbox” in Outlook and then click the “From” column heading to sort your emails by sender. Next highlight all the emails from the client in question by holding down the “Shift” key at the same time as clicking them, then click the “Durell” button and save as described above for a single email. The only difference is that you won’t be able to edit the emails’ “Descriptions”, which will default to their “Subject” texts. To also save all the emails you’ve SENT to that client first select your “Sent” items in Outlook, then repeat this process.

If the Durell Button Does Not Appear In Outlook

Sometimes the setup routine cannot force Windows to place the “Durell” button in Outlook. In this event do the following....