Video Tutorials

  
User Settings & Quick Tips

Installing CURO Outlook plug-in
User Settings
CURO Qiuck tips
IT Troubleshooting Support
How to build and use CURO Reports, Dashboards & Charts
Using and Creating CURO Views & Advanced Finds
Windows 10 Important Communications
 
3rd Party Add ons

SharePoint Integration & Other helpful Instructions
Equifax Equifax (0)
XperiDo XperiDo (5)
   
Workplace

My Work My Work (15)
Client search, Dashboards, Activities, Time Spent, Services provided, Queues, Milestones, Reports & Goals
Leads, Accounts, Contacts, Professional Firms, Professional Contacts, Providers, Provider Contacts
  
Back Office

Reviews, Insights, Planning objectives, Requirements & Recommendations
Platforms, Holdings, Contributions, Withdrawals & Funds
Lending Lending (2)
Liabilities & Advances
Group Schemes
Financial Control

Income Income (9)
Time Spent, Income profiles, Accruals & Income
Bank receipts, Statements, Splits & Settlements
  
Marketing

Financial promotions, Marketing Lists, Quick Campaigns & Campaigns
Sales Literature
Events & Event attendance
 
Compliance

Client verification, Client satisfaction & Complaints
Case checks, Breaches & Financial promotions
Users, Competencies, Training & CPD
 
Settings

Chargeable services, Propositions, Risk profiles, Service promises, Milestone categories, Activity groups, Model portfolios, Custom Funds, Currencies & Products
Fund Setup, Templates, Headers & Footers, Autonumbers, Document config, SharepointFolders & CURO config
VAT rates, Matching rules, Split Templates, Client types & Revenue types
E-Service Schedules, Provider services, Schedule History & Certificates
Goals, Goal Metrics & Rollup Queries
Administration, Business Management, Data Management, System Jobs, Document Management, Auditing, Dev Messages, Payloads, Authentication Tokens & Foreign Keys
Processes (Workflows and Dialogs) & Imports