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Diary, Views for Week, Day, List and Full Details

To change the start and end times of your diary refer to “Setup, Diary & Messages”.

Durell’s diary is a separate program from the rest of Durell and opens in a second window, so you can view the diary at the same time as client and policy details. The tasks and appointments can be seen via a number of different views, illustrated below …

  • “Weekly” view (the default setting, which may include weekends via the “Signpost” button options)
  • “Daily” view (click the white “Spectacles” button)
  • “List” view (click the white “Spectacles” button again)
  • “Full Details” for the editing or creation of appointments (double-click an existing appointment or click the “New / Starburst” button to start a new one)
  • Weekly View (click the white “Spectacles” button to switch between the Daily, Weekly & List views)

    Daily View (click the white “Spectacles” button to switch between the Daily, Weekly & List views)

    List View (click the white “Spectacles” button to switch between the Daily, Weekly & List views)

    Full Details View (double-click an existing record to edit it, or the “New / Starburst” button to create a new record)