Adding & Updating Records | Articles RSS Feed
Curo 2011 - Keyboard Shortcuts
Viewed 296 times since Fri, Sep 9, 2011
Top 10 Keyboard shortcuts To aid productivity and further utilise the benefits of the system we've added a few keyboard short cuts for use with Curo 2011. To do this Press Select all text in the current field or current list... Read More
Merging Records in Curo
Viewed 141 times since Thu, Sep 8, 2011
A simple but key feature in Curo is the ability to merge records. On the contextual ribbon, select the Merge icon. You can manually merge a maximum of two records at any one time. The merge functionality within Curo is easy to use and... Read More
Edit Multiple Records
Viewed 95 times since Mon, Sep 12, 2011
Within Curo, it is possible to edit or delete or make an action against multiple records. Caution; When multiple records have been edited, it is not possible undo the changes.  Record types that can be bulk edited Accounts Cases ... Read More
Checking for Duplicate Records
Viewed 107 times since Mon, Sep 12, 2011
Checking for duplicates in Curo is a key feature to ensure all your data is up to date and in a position to give you valuable intelligence. This task requires permissions that are found in all default security roles. More information about specific... Read More
Deleting, Deactivating and Reactivating Items
Viewed 74 times since Wed, Nov 9, 2011
Curo allows you to easily delete records. Caution: After a Record has been deleted, it cannot be retrieved. Deactivation is the prefered method Deleting a record Navigate to and select the approapriate record Click the Delete button  Typically... Read More
Add or remove a customer relationship for an Account or Contact
Viewed 91 times since Wed, Nov 9, 2011
In Curo, you can set specific Customer Relationships to help define the network of clients within your database and understand how they connect with one another. This task requires permissions that are found in all default security roles. In Curo,... Read More
Deactivate or activate an Account or Contact
Viewed 244 times since Wed, Nov 9, 2011
Within Curo, you have the option to activate or deactivate a record. This is preferable to deletion as a Deleted record cannot be reinstated. Instead of deleting an account or contact, you can deactivate it and still have an audit trail for your... Read More
Know your Client - Recording Liabilities
Viewed 128 times since Wed, Dec 21, 2011
Recording Liabilities Curo allows Liabilities (debts) to be recorded at either a summary level, against either a Household Account or individual Contact level, or as detailed individual records, depending on the nature of the Client and the... Read More
Know your Client - Recording Portfolios
Viewed 182 times since Thu, Dec 22, 2011
Recording Portfolios Curo allows users to record a Client's investment funds against relevant Holdings and Portfolios. The system comes complete with a daily Price Feed from a Fund Data Provider, covering a wide range of quoted investments and... Read More
Updating Valuations
Viewed 147 times since Thu, Dec 22, 2011
A Holding or Portfolio in Curo can hold an unlimited number of Funds (which can include Custom funds, Equities etc.), which are added through the Fund Picker. Curo has an optional daily price feed, which will maintain the list of available funds and... Read More
Updating Portfolios
Viewed 148 times since Thu, Dec 22, 2011
Curo holds details of a Client's funds within Holdings and the unit prices can be updated on a daily basis via an automated feed from a Fund data provider, which will have been configured at implementation. Portfolios can be set up and managed... Read More
When to use Activities and Notes
Viewed 105 times since Wed, Dec 28, 2011
Activities Activities are business interactions such as Telephone calls, Tasks, Letters, E-mails and Appointments that may be tracked in CURO and Outlook. Please see the articles in Managing Tasks & Activities for a more detailed explanation of... Read More
Adding Directors and Employees
Viewed 93 times since Fri, Dec 30, 2011
Curo allows an effectively unlimited number of Contacts to be associated with an Account. Accounts and Contacts have a "Parent & Child” type relationship, so that certain types of information recorded against a Contact, such as Activities will... Read More
Creating ’Clients’
Viewed 147 times since Tue, Jan 3, 2012
Curo records two types of ‘Client' record – Accounts and Contacts. Contacts relates to the Individuals that the firm will deal with, either as Clients in their own right or individuals representing the Client in the case of corporate... Read More
Adding Contacts
Viewed 141 times since Tue, Jan 3, 2012
A ‘Contact' in Curo is an individual, typically associated with an Account, whether that is a Household, Company (Corporate) or Trust Account. An individual Contact can only be associated primarily with one Account, but can be &lsquo... Read More
Creating Prospects
Viewed 123 times since Tue, Jan 3, 2012
Curo allows either an Account or a Contact to be flagged with a number of different statuses, including ‘Prospect'. This allows details of Accounts and/or Contacts which have yet to become Clients to be recorded fully in the system,... Read More
Recording and Managing Requirements
Viewed 319 times since Wed, Jan 4, 2012
Curo allows users to record specific Requirements against a Client (Contact or Account), which can be thought of as a specific ‘need' (in the financial planning sense). A Requirement is a specific need, as opposed to a Planning... Read More
Recording Employees as Key Persons, Directors or Shareholders
Viewed 113 times since Wed, Oct 19, 2011
This article will explain how to record a member of staff as a 'key person' , 'Director' or 'Shareholder' of a business. This may be useful to help understand who may need to be covered for protection or retirement based... Read More
Creating and Managing Recommendations - Overview
Viewed 147 times since Wed, Jan 4, 2012
Curo allows the advice given to clients to be recorded within the Recommendations entity. Recommendations can be product-based, i.e. to take out, amend or indeed cancel a Holding, Asset or Liability, or Action-based – where specific actions are... Read More
Audit History in Curo records
Viewed 125 times since Tue, Sep 13, 2011
It is possible to view the audit history of individual records only when auditing is enabled for the organisation and enabled for the record types and fields. In any list of records, open the individual record for which you want to view the changes... Read More
Creating Action-only Recommendations
Viewed 125 times since Mon, Jan 9, 2012
The Curo system allows two distinct types of Recommendations to be recorded: Product based and Action based (or Advice only) Recommendations. This article will deal with the creation of Action based Recommendations. Product based Recommendations are... Read More
Creating Product Recommendations
Viewed 146 times since Mon, Jan 9, 2012
The Curo system allows two distinct types of Recommendations to be recorded: Product based and Action based (or Advice only) Recommendations. This article will deal with the creation of Product based Recommendations. Action based Recommendations are... Read More
Storing, Viewing and Editing Documents in CURO
Viewed 127 times since Tue, Jan 10, 2012
It is possible to store entity related documents within CURO, this enables other users to collaborate on the appropriate documents.The first time a document is to be stored against an entity, the users will be required to create the relevent folder ... Read More