Curo (Time4Advice)

How do I update an integrated plan?
Having added an integrated plan for an integrated client, you can really easily update the data contained in the integrated fields at any time, for example ...
Fri, 26 Apr, 2024 at 7:57 PM
How do I unlink an integrated plan?
Having added an integrated plan to Genovo, it could be that you need to unlink it because you're changing back office systems for example.  To unlin...
Fri, 26 Apr, 2024 at 7:57 PM
How do I convert a non-integrated plan into an integrated plan?
To convert an existing non-integrated plan into an integrated plan you will, in the first instance, need to ensure that the client to whom the plan belongs ...
Fri, 26 Apr, 2024 at 7:57 PM