Durell Program Update Current Version: 6.6.46
Released: 3 days ago



TIP: check the bottom right hand corner of your main menu screen to see which version you're currently running.
Monitor



Download Update New Features

Notes on downloading and installing the update:


Click the 'Download Update' link above

At the file download window click 'Save' (not 'Open') and select 'Desktop' as the save location

When the download is complete..

Make sure all users have exited completely from the program

Double-click the 'Durell' icon of the downloaded file (on your Desktop)

Click 'OK' to start the automatic unpacking and enter the password supplied on your email

Start Durell on the updated computer and wait until the program and database changes are complete

Start Durell on each of your other computers, accepting the prompt to update each one

 

Why do I need to update?

Our in-house development team are always striving to improve the system by keeping abreast of the latest technologies, new requirements introduced by the FSA, and suggestions from our users. It's therefore advised you upgrade your system (at no additional cost) whenever a new update becomes available.  

Need help updating?

If you have not updated your Durell system since installation and have any questions about the update procedure feel free to call our support desk on 01823 334142 who will be happy to assist.

What's in this release?..

Loading time: approx 4 minutes

Version numbering: the first two numbers indicate the actual version, while the final one indicates minor revisions, which can largely be ignored. So if you find the update on our website has incremented to 6.6.47 or 6.6.49, etc, it'll probably just incorporate some further improvements.

This update includes entirely new features, while also resolving issues with the recent update to 6.6.42. It also includes some important fixes for both Life and General insurance users.

For All users we've added complex passwords for the Durell login, which may be defined in “Setup / Users”. All users will be prompted to reset theirs at least once in the next few months. Complex passwords are not technically enforced, though they are required for FSA compliance, so you are strongly recommended to create one when prompted.

The handy "Comments" field in the scrolling list of Policies is now searchable. To add a free format comment to any policy in the scrolling view just right-click it. Then to display these comments in the scrolling view use the new “Use column setup” dropdown, accessed via the Binoculars button. Also in this update the resolution checker for the new larger screen size is now by-passed, so although small screen devices like Netbooks will now always display Durell, the bottom 20% of certain screens may be missing. This can be resolved by upgrading them to Windows 7, which can increase resolution through software.

For our Life, Pensions & Investment customers we've significantly updated the Durell factfind to version 8, and the Cashbook Reconciliation system now proportionately adjusts adviser and lead pay-aways created by the Post Monthly Commission routine, which previously had to be done separately.

For our General Insurance customers we've added a fix for Insurecom so MTAs can be processed after the receipt of a renewal invitation, where the original renewal invitation must be deleted before the MTA, and subsequently replaced with a new one. The policy reference for iprism is now a searchable field, and can be displayed in the scrolling view of Policies via the Binoculars button “Use column setup” dropdown. We've also made further improvements to the new policy "Add-ons" facility.



Book a Training Session

As this update includes new features, it may be worthwhile for you to book some training. Simply fill in the details below, and a member of our team will contact you to confirm the appointment

Your Details...  (Fields marked with an '*' are required)

Click preferred date *:
 
Type of training: Training in your offices*, for all staff. (£600+VAT per day)
  Training in Durell's office*, for a maximum of 4 staff members (£400+VAT per day)
  On-line Training (one-to-one) (£55+VAT per hour)

*Durell's training hours are 9AM - 5PM unlike many of our competitors.
For more information on our training services please Click here
 

Please note: the date you have chosen is preliminary, and is subject to availability. You will be contacted by a member of the Durell team to confirm whether or not your chosen date is available, and to arrange an alternative if not.







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Durell provides solutions for IFAs and mortgage brokers, as well as general insurance brokers dealing in personal lines or commercial insurance. Its solutions include paperless office, complaint management, financial planners, factfinds, FSA compliance, diaries, contact management and accounting software. It is suitable for registered individual financial advisers, IFA networks and national IFAs. It includes a mortgage fact find and investment portfolio manager with on-line contract enquiry for instant valuations. It encompasses mortgage adviser software, mortgage broker software, wealth management software, back office software, financial planning software and software for independent financial advisers.

Software | Back Office | Financial Adviser | IFA | Provider | General Insurance | Life and Investments | Insurance Brokers | System | Database | Solution | CRM (Client Relationship Management Software) | Policy administration | Factfinds | Full Accounts | Pensions | Personal Lines | Commercial Insurance | Insurecom | Full cycle EDI | Online contract enquiry | Paperless office | Financial reports Durell's Life & General software is a combined back office paperless office system for advisers / brokers. It includes client information and accounts software with paperless office software for both financial advisers and general brokers. It is a paperless office software package with software for advisers and brokers, or a paperless office system for advisers / brokers. Also known as a CRM system with EDI, it is a combined System for IFAs and General Insurance Brokers and includes software for IFAs and Insurance Broker. Durell is Back Office Software with Insurance quotes. It is also IFA Software, which is software for Financial Advisers, also known as Back Office System for IFAs, CRM system for IFAs, Financial Adviser Software, IFA paperless office, IFA software, Financial adviser client software or IFA client database software. It includes fee timer software with retainers, which is ideal for RDR. Durell's "General Broker" software is EDI Software with a General insurance client database and paperless database for general brokers. It can be considered as Insurance software, General insurance software, General broker paperless office system, General Insurance Software with EDI, Software for Insurance Brokers, Back Office Software for Insurance Brokers, Insurance Broker Software or Software Solutions for Insurance Brokers.


 
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Data backup and security is required by both the FSA and the Data Protection Act so before downloading our latest update, please complete the following questions related to your backup procedure...

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