The Businesses Entity is an Entity that allows you to access all, edit existing and enter new Businesses into your Curo365 Environment. For a guide on adding general Contacts, as opposed to Businesses, click here:
When first you login to your Curo365 Environment, you’ll be taken by default to the Daily Work Entity. On the left, in the Left Navigator, you’ll see many different Entities under a collection of Subheadings. The Businesses Entity is under the Matters Subheading. See the picture below.
Once you click the Businesses Entity, it will default to My Active Clients, showing you a list of Clients that you have created and that are considered Active in the system. Active, for the purposes of Curo365, means that they have not been deactivated. Rarely will you need or want to deactivate a client, but if you do, you can follow this guide here.
Note the dropdown menu to the right of My Active Clients. Clicking that carrot gives you the following options for filtering and looking through Businesses. See the breakdown below to understand what those options will show.
My Active Clients – All Clients that you’ve personally entered that are Active.
Active Clients – All Clients in the entire system that are Active.
Inactive Accounts – All Inactive Clients
Adding a New Business
To add a New Business, click the option at the top that says +New
Clicking +New takes you to a different screen asking you for various bits of information on the new Business. Note that all fields featuring an asterisk require info in order to save the contact. Below, we’ve filled in some dummy information in order to see how some of these fields work.
*Note* One quick note before we continue:
This carrot allows you to choose between different Contact Forms which will have been set up during Implementation.
*Fill out the Business information.
You can fill out as much or as little information that you need for this Business, but remember that the fields with an asterisk must be filled out in order to save and register the new Business.
Continue filling out the fields with the appropriate information, but when you get to Client Status, take a moment to consider the Business that you’re entering. Prospective, Active and Previous all deal with the status of an actual client, but in the event that you are using this tool to simply enter a Business that you want in your system for later reference, you can leave this as None.
If, however, you do choose Active as your Business’s status, you’ll be presented with a few more options at the top of the New Business screen. You can explore the Billing option on your own, but the Client Info portion is featured below. This includes new fields with asterisks that must be filled in.
In the Default Rate Type, simply choose a rate from a list of your preset rates. For a guide on how to create rates, click here.
The Bill Delivery will let you choose how the client receives their bill.
The Responsible Party section, while not required, will allow you to set who is the main point of contact for the Business -or- who will be paying the bill for the Business.
When You’re Done
*Save and Close
After setting everything in this Business the way that you like, click Save & Close at the top of the screen and you’ll exit back to the main Businesses Entity.
*Note* – If you ever come back to this Business to edit it again, you’ll have to save by either using the small save option in the bottom right corner of the screen, pictured here,
or you can simply press Ctrl + S, as you can in any other Microsoft program.
And there you have it! You can now create new Businesses within Curo365!