This video walks you through how you can easily integrate Genovo with Curo, the back office software from Time4Advice. It will also demonstrate how, having ...

To set up the integration with Curo for your company and its user(s) you will in the first instance need to:  Send Genovo a support ticket and ask us to c...

As part of the initial set-up of the Curo integration your Account Admin would have provided details as to which Curo user account should be linked to which...

A small number of the fields in the Genovo Client library are not currently integrated. This could be for one of two reasons: 1) There is no correspondi...

Below is a summary of the fields that are currently integrated within each Genovo section, showing the equivalent Curo field mapping as well as any 'tra...

The clients you pull across from Curo will be stored in the Client Library within Genovo. If you’re subscribed to a multi-user Company Plan and view al...

Having created an integrated client within Genovo, you can refresh / update the data contained in the integrated fields at any time. To refresh an integ...

It is also possible to convert an existing non-integrated client that’s already saved within the Client Library into an integrated client. This has a number...

When building a report for an integrated client, you can pull details of their plans from Curo into the following review sections: - Review of Your Exis...

Having added a plan for an integrated client within Genovo, you can really easily update the data contained in the integrated fields at any time, for exampl...