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Clients, Using Address Sets

Starting from Durell’s Main Menu…

Select Set

Use the “Address set” drop-down to select, or switch to, a different address set (e.g. Companies, Life & Investment). Optionally you can also re-set the search order (i.e. as used by the “Next” and “Previous” buttons) via the “Order by” drop-down. Finally you can optionally enter something in the “Search value” field for the system to locate the nearest match. Note that you can perform this same function by clicking the green “Binoculars” button.

For example, if you set the “Address set” to “Clients, Individual”, the “Order by” drop-down to “Occupation” and then enter “SADD” as the “Search value” you will find the nearest alphabetical occupation match on or after “SADDLER”.

Create Set

Starting from Durell’s Main Menu…

For example, if you want to set-up a set of prospects for Fred to chase you’d base this on the fundamental set called “Prospects, individual”. Then you’d give the new set the screen title “Fred’s Prospects”, while its menu title ought to be “Prospects, Fred’s” to ensure it gets listed alphabetically alongside the other prospect sets.

Delete Set

Starting from Durell’s Main Menu…

However you will not be allowed to delete…

Merge Sets (i.e. Move Records & Delete Set)

To merge two address sets you need to move all the records from the one to the other, then delete the empty set. Starting from Durell’s Main Menu…

After you’ve moved all the records out of the current set and into the target set…

Set-up Set

Use this to edit the details of any of your address sets, though note that you will not be allowed to change fundamental aspects. For example, whereas you can create a new set based on “Clients, Individual” and then call it what you like, you won’t be able to rename “Clients, Individual”. Starting from Durell’s Main Menu…

Titles

The separate “Menu title” and “Screen title” names allow you to structure your menus as “Noun, adjective” (e.g. “Members, Current”) while allowing the screen names to be “Adjective noun” (e.g. “Current Members” - in normal English). The menu titles need to be in the “Noun, adjective” form to group sets by their main type (e.g. all Clients, all Prospects, etc).

Name display

You can also specify which data field the system should use to display the insurer’s name in the title of policy screens. The title will include something like “STANDARD LIFE Pension” or “Standard Life Pension”). As the “Search name” field (e.g. STANDARD LIFE) is always in capitals you may prefer to use the “Address line 1” or “Address line 2” field for your titles (e.g. Standard Life).

Start “People” with…

There are tick-boxes that allow you to change which address sets you go to first, starting from the Main Menu. For example, most Main Menus have buttons for “People” and “Businesses”, which normally take you to “Individual Clients” and “Business Clients” respectively. If you’d prefer to start “People” with “Prospective Clients” instead, then with the “Setup Address Set” dialogue, use the “Address Set” drop-down to find “Prospects, Individual Clients” then tick the “Start People…” box at the bottom and save. Afterwards when you click the “People” button on the Main Menu you’ll go straight to “Prospective Clients”. Note that these selections are individual to each user. See also “Set-up Main Menu Buttons”.

Note Details

When a new client record is created the system can optionally create an automatic note in that client’s Note Lines (see “Additional Notes & Chase-up Reminders”), which for example, will then automatically appear in the “Client & Policy Notes” report that you are recommended to run daily or weekly to check that all outstanding actions have been completed (n.b. and also the “Sales Analysis” report). So if you tick the box to “Create an address note…” you can then…