All Collections
In-Depth Workshops
A section for long-form guides that take you through a whole system, as opposed to the single issue/answer format.
New User Workshop
New Rates and Rate Types – Workshop
Document Templates - Workshop
Payment Plans for Flat Fee Services - Workshop
Business Process Flows - Workshop
Email Templates for Contacts - Workshop
Invoicing and Accounting - Workshop
Advanced Find and Creating Views - Workshop
Auto Allocation Configurations - Workshop
Rates - Workshop
Wealth Counsel Configuration and Use - Workshop
Dynamics365/Curo365 Outlook App - Workshop
Creating and Adding Custom Fields - Workshop