• Home
  • Close the Loop
  • Features
  • Pricing
  • Documentation
  • Contact Us

Documentation Categories

  • Getting Started

  • Working with Contacts

  • Working with Schedules

  • Working with Reports

  • How do I...

  • Video Tutorials

  • FAQ

How do I...

Answers to common questions about how to use Curanotis.

Filters
List of articles in category How do I...
Title
Change a user to a client
Create a follow-up request
Add a new user
Deactivate a user
Prevent users from seeing confidential (private) notes
Grant access to a client's data to a volunteer
Scheduling group activities
Record that a client has passed away
Edit a client's email address or phone number
See a list of only my clients
Edit a client's address
Set Up and Manage Follow-ups
Create a shortcut to Curanotis [iOS]
Create a shortcut to Curanotis [Android]
© 2018 DCLL Partners LLC. All rights reserved.