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Microsoft Office functionality in Curo - Exporting to an Excel Static Worksheet
Viewed 257 times since Thu, Sep 8, 2011
Curo was developed within the Microsoft Dynamics CRM platform and comes with built in Microsoft Office functionality. One of the core features is being able to export records to Excel Worksheets. There are three types based on the user's choice:... Read More
Exporting to Excel from Curo - Common Error
Viewed 124 times since Fri, Sep 9, 2011
When exporting records from Curo to Excel, you may get the following error message when opening the exported file. If this happens, locate the file and ‘right click’ to select Properties. Under the ‘General’ tab, select ... Read More
Export data to an Excel PivotTable
Viewed 431 times since Mon, Sep 12, 2011
Important: To refresh data in a dynamic Excel PivotTable or worksheet, you must have Curo for Outlook installed. This task requires permissions that are found in all default security roles. In any area with a list of records, on the tab, in... Read More
Export Data to an Excel Dynamic Worksheet
Viewed 170 times since Mon, Sep 12, 2011
Important: To refresh data in a dynamic Excel PivotTable or worksheet, you must have Curo for Outlook installed. In Curo you can export data that is dynamic in nature to an Excel worksheet so that you can refresh the worksheet and get the most... Read More
CURO - Exporting and re-importing data to and from Excel
Viewed 273 times since Thu, Jan 5, 2012
It is possible to Export CURO data to a Static worksheet and re-import the cleansed data into CURO. Exporting Data to a Static Worksheet Navigate to and select the records to be included in the data to be exported to... Read More
System Backup
Viewed 94 times since Tue, Jan 10, 2012
As part of the hosted solution Time4Advice have a structured and well tested backup process in place, all CRM data is backed up on a nightly basis, these backups are then copied to tape and on a 7 day rotation are kept off site. At any point a... Read More