Setup

Everything you need to get things up and running smoothly the first time with Curo365.

8 articles in this collection
Written by Matthew Jones

First-Time Search Setup

This guide will show you how to configure your search options to have the greatest flexibility.

Written by Matthew Jones
Updated over a week ago

Creating Resource Types

How to create a Resource Type to later be used in the creation of Rates

Written by Matthew Jones
Updated over a week ago

Configuring the Dynamics365/Curo365 Outlook Plugin

Setting the plugin which will allow your Outlook App to link with Curo365 and provide a variety of new features and benefits.

Written by Matthew Jones
Updated over a week ago

Setting and Using an Email Signature

This guide will show you how to set and select an email signature for emailing with Curo365.

Written by Matthew Jones
Updated over a week ago

Creating Rates

A guide to creating Rates that can be assigned to Users and used for Billings.

Written by Matthew Jones
Updated over a week ago

Adding a New User to your Curo365 Environment

A guide for adding new Users to Curo365 and giving them access to the correct portions of the Environment.

Written by Matthew Jones
Updated over a week ago

Adding a New User to a Business Center

How to add a new user to a business center.

Written by Matthew Jones
Updated over a week ago

General Personalizations

How to change your landing page, limit or increase the number of records/results shown in a list by default, and how to change time zones

Written by Matthew Jones
Updated over a week ago