Managing Tasks & Activities | Articles RSS Feed
Curo Work Queues
Viewed 213 times since Thu, Jan 5, 2012
Queues are lists of activities that require completion. All users have their own Queues and may also assign activities to any other users. Items can appear in a queue for several different reasons: E-mail - E-mail sent to an individual appears in... Read More
Curo Activities
Viewed 175 times since Tue, Dec 20, 2011
CURO enables users to record the details of an Activity. They may be created in both Outlook and Internet Explorer and are synchronised between both applications. Activities are business interactions, such as: Phone Calls E-mails... Read More
Activities - Phone Call
Viewed 117 times since Tue, Dec 20, 2011
Phone Call Records Click the New Activity button Select Phone Call The New Phone Call window appears:  Type in or select the following: The Phone number The Sender or Recipients name The... Read More
Activities - E-mails
Viewed 104 times since Tue, Dec 20, 2011
E-mail Records Click the New Activity button Select E-mail The New E-mail message window appears: Compose the e-mail in the usual manner Attach a document if applicable If the e-mail is... Read More
Activities - Appointments
Viewed 89 times since Tue, Dec 20, 2011
Appointments Click the New Activity button Select Appointment or Recurring Appointment as required The New Appointment window appears: Type in or select the following: The subject of the appointment The location... Read More
Activities - Letters
Viewed 108 times since Tue, Dec 20, 2011
Letters Click the New Activity button Select Letter The New Letter window appears: Type in or select the following:  The Senders / Recipients Name and Address ... Read More
Activities - Faxes
Viewed 69 times since Tue, Dec 20, 2011
Faxes Click the New Activity button Select Fax The New Fax window appears: Type in or select the following: The Senders / Recipients Fax number The Direction of the Fax The Subject of the letter  A... Read More
Creating a Duplicate Detection Rule
Viewed 112 times since Thu, Jan 5, 2012
It is possible to create a Duplicate Detection Rule which may be used to ensure that only one instance of a record is stored. Creating a Duplicate Record Click Settings > Data Management > Duplicate Detection Rules The Duplicate... Read More