eric, Author at Durell Marketing Knowledge Base

This guide will show you how to create and save a Bulk Runner request, which will automatically update the values of every contract you have included. When proceeding through this for the first time, we would strongly recommend only selecting a...

31 August 2023

General Brokers Software support

Insurer Reconciliation

Select the Accounts icon from the main Dashboard upon logging in to Durell. From here, select the Cashbook as all Reconciliation will take place here. To set up a new payment to a General Insurer, select the blue snowflake (in the...

14 August 2023

General Brokers Software support

Client Reconciliation

Select the Accounts icon from the main Dashboard upon logging in to Durell. From here, select the Cashbook as all Reconciliation will take place here. To set up a new payment from a client/Finance source, select the blue snowflake (in the top...

14 August 2023

Schemes support

Cancellations

This guide shows you how to create a basic export layout saved filter in the Admin Dashboard and export it to Excel. Logging in Date Date Type Schemes Events Stages Tags Enrichments Addon Insurers Leads Advisers Export Layout Saving Input...

14 August 2023

Schemes support

Installing CFS Console

Passwords for all logins can be reset to the default initial setup password, users can then be provided with this password and will be prompted to change to their own upon login. Changing Passwords

14 August 2023

Schemes support

Removing Cookies from Browser

Occasionally, transactions from CFS can stall for a number of reasons. Notifications can be issued via email when this occurs, and transactions can then be attempted to be resumed. This guide will show you how to turn on these notifications...

14 August 2023

Schemes support

Export Layout

This guide shows you how to create a basic export layout saved filter in the Admin Dashboard and export it to Excel. Logging in Date Date Type Schemes Events Stages Tags Enrichments Addon Insurers Leads Advisers Export Layout Saving Input...

14 August 2023

Schemes support

Password Reset

Passwords for all logins can be reset to the default initial setup password, users can then be provided with this password and will be prompted to change to their own upon login. Changing Passwords

14 August 2023

Schemes support

Transactions

Occasionally, transactions from CFS can stall for a number of reasons. Notifications can be issued via email when this occurs, and transactions can then be attempted to be resumed. This guide will show you how to turn on these notifications...

14 August 2023

Author: eric

Contract Enquiry – Bulk Revaluations

Insurer Reconciliation

Client Reconciliation

Cancellations

Installing CFS Console

Removing Cookies from Browser

Export Layout

Password Reset

Transactions