Getting the Most out of Curo365

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

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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.
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Written by Matthew Jones
Updated over a week ago

Making a Single Field Searchable

A guide to making a specific field searchable in global search that is not, by default, searchable.
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Written by Matthew Jones
Updated over a week ago

Creating Notes

A guide to creating Notes in the Activity sections of Records.
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Written by Matthew Jones
Updated over a week ago

Tasks and Task Creation

Building and interacting with tasks in the Daily Work Entity
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Written by Matthew Jones
Updated over a week ago

Quick Create

A brief guide to the Quick Create button.
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Written by Matthew Jones
Updated over a week ago

Document Templates

A Guide to creating and utilizing Document Templates in Curo365.
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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.
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Written by Matthew Jones
Updated this week

Connections

A guide for Connecting Matters to other Matters, Contacts or other objects within Curo365
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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.
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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.
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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.
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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.
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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.
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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
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Written by Matthew Jones
Updated over a week ago

Dynamics365/Curo365 Outlook App

A guide to finding and using the Dynamics365/Curo365 App in Outlook.
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Written by Matthew Jones
Updated over a week ago