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.

Creating New Views

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

Records Walkthrough

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

Making a Single Field Searchable

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

Creating Notes

Building and interacting with tasks in the Daily Work Entity

Tasks and Task Creation

A brief guide to the Quick Create button.

Quick Create

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.

Search Tool

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

Email from within Curo365

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

Connections

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

Mass Update Guide

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

Conflict Checks

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

Merge Contacts

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

Pinning Views

Vaughn

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

Getting the Most out of Curo365

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.