Getting the Most out of Curo365

Following these guides will take your Curo365 game to the next level, with features like Advanced Find and the Outlook Plugin.

15 articles in this collection
Written by Matthew Jones

Records Walkthrough

A guide to what constitutes a Record in Curo365, as well as some shortcuts to accessing and creating them.

Written by Matthew Jones
Updated over a week ago

Creating Notes

A guide to creating Notes in the Activity sections of Records.

Written by Matthew Jones
Updated yesterday

Making a Single Field Searchable

A guide to making a specific field searchable in global search that is not, by default, searchable.

Written by Matthew Jones
Updated this week

Tasks and Task Creation

Building and interacting with tasks in the Daily Work Entity

Written by Matthew Jones
Updated over a week ago

Quick Create

A brief guide to the Quick Create button.

Written by Matthew Jones
Updated over a week ago

Document Templates

A Guide to creating and utilizing Document Templates in Curo365.

Written by Matthew Jones
Updated over a week ago

Search Tool

This guide will show you how to use the Search tool to find exactly what you’re looking for and exclude what you don’t.

Written by Matthew Jones
Updated this week

Connections

A guide for Connecting Matters to other Matters, Contacts or other objects within Curo365

Written by Matthew Jones
Updated over a week ago

Email from within Curo365

This guide will show you how to send an email from within a Matter, thereby associating it that Matter.

Written by Matthew Jones
Updated over a week ago

Conflict Checks

A guide to searching a name or contact in order to see where else they may appear in your system.

Written by Matthew Jones
Updated over a week ago

Mass Update Guide

A Guide for setting a specific field to a specific value over multiple records.

Written by Matthew Jones
Updated over a week ago

Merge Contacts

A guide on merging multiple, duplicate Contacts and combining their data into one Contact.

Written by Matthew Jones
Updated over a week ago

Pinning Views

How to keep a View pinned so that it is easily accessible as you bounce back and forth between Views and Entities in Curo365.

Written by Matthew Jones
Updated over a week ago

Advanced Find and Creating Views

A brief overview of the extreme power of the Advanced Find tool as well as an example of Custom Views

Written by Matthew Jones
Updated over a week ago

Dynamics365/Curo365 Outlook Plugin

A guide to finding and using the Dynamics365/Curo365 plugin in Outlook.

Written by Matthew Jones
Updated over a week ago