Outlook Integration with Curo | Articles RSS Feed
CURO Quick Search
Viewed 130 times since Tue, Nov 1, 2011
It is possible to conduct Quick Searches in both Outlook and Internet Explorer Outlook Navigate to the appropriate entity, i.e. Accounts Type in the quick search criteria in the Search field Click the Search button ... Read More
Adding Unsubscribing to Email campaigns
Viewed 112 times since Mon, Nov 21, 2011
When creating email marketing campaigns in Curo, it's important to be able to set an unsubscribe option for your contacts for email campaigns. This action will not automatically be set once you initiate Curo and start building campaigns. If you... Read More
Removing an attached file from an e-mail
Viewed 83 times since Mon, Nov 28, 2011
Within Curo, you will need to be able to remove attached files to either update a record or possibly due to an incorrect entry. This task requires permissions that are found in all default security roles. Open the record that you want. For most... Read More
Curo / Outlook Ribbon and Navigation
Viewed 195 times since Tue, Dec 20, 2011
CURO CRM for Outlook is an add-in that is installed on a desktop or laptop. It is possible to perform most of the same Advising, Marketing and Client Services tasks in the Outlook CURO view that you can in the Internet Explorer view of CURO. The CRM... Read More
Tracking and Untracking Outlook Contacts
Viewed 187 times since Tue, Dec 20, 2011
It is possible to Track communications to and from a Contact held within Outlook and associate it to a CURO entity. Tracking communications with a Contact Within Outlook, navigate to and open the appropriate Contact record From within the... Read More
Tracking and Untracking E-mails in Curo
Viewed 138 times since Tue, Dec 20, 2011
      It is possible to automatically  track e-mail messages in Outlook Note: That any attachments are also included in the conversion. If  these attachments are not  to be available to other users,... Read More
Associating a Tracked E-mail with an Entity in Curo
Viewed 99 times since Tue, Dec 20, 2011
Tracking e-mails from within Outlook and Associating them with an Entity in CURO Select (highlight) the message to be tracked by CURO On the Outlook CRM Ribbon, click the Set Regarding  button to associate the e-mail message to an... Read More
Converting an E-mail into a Lead
Viewed 77 times since Tue, Dec 20, 2011
It is possible Convert an e-mail into a Lead to be used in CURO Select (highlight) the message(s) to be converted and used  by CURO On the Outlook Home ribbon, CRM group, click the Track button      ... Read More
Creating a Connection from an E-mail to a Contact
Viewed 78 times since Tue, Dec 20, 2011
It is possible to create a Connection from an e-mail to a Contact Select / highlight the appropriate e-mail On the Outlook Home ribbon, CRM group, click the Track button       ... Read More
How to update the Outlook Client (Update Rollup 8)
Viewed 138 times since Mon, Jul 23, 2012
Estimated Download Time: 5 minutes Estimated Install Time: 10 minutes Please note this process requires local administrator rights for the computer you are installing the update on. To check your version of the Outlook Client, from Outlook... Read More
CURO Internet Explorer Settings
Viewed 64 times since Tue, Feb 25, 2014
Ensure that Internet Explorer is set as default browser. Microsoft Dynamics CRM 2011 / CURO for Outlook will not function correctly if this is not the case, as it uses Internet Explorer’s rendering engine.  Tool > Internet Options >... Read More