Random Questions

General questions asked by users in the past

Client Online Portal URL is compromised or needs to be changed
If a client portal URL (which includes an almost impossible to remember code word) is compromised (suspected to have fallen into wrong hands), simply delete ...
Sat, 27 Aug, 2016 at 11:39 AM
Entering retainer payment in a multiple payer case
At the beginning of a case that involves multiple payers, create a client and a case as usual. Then create a client records (Add Client button) for the seco...
Fri, 26 May, 2017 at 11:58 AM
Connecting to multiple Google Calendars
CaseFox can import entries from one Google Calendar but sync to multiple google calendars. First, link a main Google calendar to CaseFox by going to Settings...
Sat, 27 Aug, 2016 at 11:39 AM
Box Cloud Storage Integration
CaseFox integrates with Box.net, Dropbox and Google Drive.  That means documents related to your cases, when stored in CaseFox, are actually stored in your o...
Sat, 27 Aug, 2016 at 11:39 AM
Billing Reports
Non-admin users can click on "My Billing" button on the dashboard to get a total number of hours logged in various periods.  In addition, towards t...
Sat, 27 Aug, 2016 at 11:39 AM
Recording Invoice Payments in Multiple Payer Cases
Q:  I have a matter where there are six different payers. When I go to post the payment from one of the payers, there is no place for me to select the corr...
Fri, 26 May, 2017 at 12:00 PM
Changing Staff Hourly Rates - Old Entries
When staff hourly rates for all clients/cases, a particular client or a particular case are changed, the new rates are applied to future time entries.  Old t...
Sat, 27 Aug, 2016 at 11:39 AM
Disable Black Popups (Black color tooltip texts)
 Help text or tooltips are provided on various screens to provide brief information about various controls on the screen.  Simply hover the mouse over a cont...
Sat, 27 Aug, 2016 at 11:39 AM
What is "Final" column in Invoice List on Dashboard
Using the checkbox in the invoice list on the Dashboard, an invoice can be turned into draft or final.  Checked means final.  A draft invoice will show "...
Sat, 27 Aug, 2016 at 11:39 AM
Fully Automated Billing - Recurring Billing
SETUP AND FORGET AUTOMATED BILLING: CaseFox offers fully automated billing for fixed price items that are billed at selected recurrences. Setup once and Case...
Sat, 27 Aug, 2016 at 11:39 AM