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CaseFox Mint Training Videos
CaseFox Overview
20
CaseFox Overview
How to Setup your Account
Dashboard Overview
Apps Integration Overview
Setting overview
See all 20 articles
Billing And Payments
13
How to Record A Payment
How to Pay an Invoice Using Client Trust Funds
How to Generate Payment Receipt
How to Create Trust Payment Request
How to Delete Payment Entry
See all 13 articles
Client
3
How to Add Client
How to Delete Client
Client Online Portals Overview
Case
7
How to Add Case
How to Add Note Time/Expense Log
How to Edit Or Delete Time Entry(Time/Expanse Log)
How to move Time or Expense Entries to Another Case
How to move a case under a Different Client
See all 7 articles
Hourly Rates
1
How to Set Case Hourly Rate
Staff
1
How to Add Staff
Account
4
Accounts Overview
How To Add Funds Entry in Account
How to Add Withdraw Fund Entry
How to Transfer Funds Entry In Account
Ledger
4
Ledger Overview
Income And Expense Overview
How to Add Income
How to Add Expense
Vendor
3
Vendor Overview
How to Add Vendor
How to Upload Vendor Documents
Calendar
3
Calendar Overview
How to Create Task In Calendar
How to Create Event In Calendar
Task
1
Task Overview
Call Logs
2
How to Add Incoming & Outgoing Phone Messages
Call Logs Overview
Setting
19
How to Edit Business Details
How to Change Time Zone And Currency Type
Account and Subscription Overview
Invoice General Setting
How to Customize the Invoice Number, Email Template & Boilerplate Text
See all 19 articles
Reports And Tools
1
Report and Tools Overview
Integration
2
App Integration Overview-CaseFox
How to Install CaseFox Chrome Extension