Advanced and Administrator Guides

These guides will take you through various advanced options and options only available to firm administrators.

7 articles in this collection
Written by Matthew Jones

Deactivate a Client

How to Deactivate a Client in Curo365.

Written by Matthew Jones
Updated over a week ago

Email Templates for Contacts

A guide for creating and using email templates in Curo365 built on Contact info.

Written by Matthew Jones
Updated over a week ago

Auto Allocation Configurations

A Guide for explaining, setting up, and activating your Auto Allocations Configurations.

Written by Matthew Jones
Updated over a week ago

Removing a User

A guide to removing a User from your Curo365 Environment

Written by Matthew Jones
Updated over a week ago

Wealth Counsel Configuration and Use

A guide to installing, configuring and using the Add to Wealth Counsel option in Curo365.

Written by Matthew Jones
Updated over a week ago

Creating and Adding Custom Fields

A short Guide to the huge world of Field Creation and Field Management. Experimentation will be required if you hope to tackle this beast!

Written by Matthew Jones
Updated over a week ago

Customizing SharePoint Display Settings

A guide to setting the default display options for your SharePoint interface.

Written by Matthew Jones
Updated over a week ago