Curo365

A Guide to using the Timer Window found in the Matters Entity.

Timer Window

A guide showing the new, simpler way of creating and sharing new Views within Curo365.

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

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

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

Building and interacting with tasks in the Daily Work Entity

A brief guide to the Quick Create button.

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.

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

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

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

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

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

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

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

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

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