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/Tools/Reports → Google Settings. Individual users can then click on the “Google” link on the upper right corner of the screen to link their own Google calendars. Whenever a calendar entry is then created in CaseFox, that entry will be synced to the main Google calendar and also to the Google calendars of the primary and secondary responsible staff members of that event. You may pull entries that were created directly in Google by going to the Dashboard and clicking on “Pull Events from Google” button.
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Google
CaseFox offers tight integration with various Google services. You may login to CaseFox using your Google credentials. Tasks created in CaseFox are seamlessly copied to your Google Tasks. Calendar entries /events created in CaseFox are seamlessly ...
Automatic Calendar Sync with Your Google Calendar
To enable CaseFox to automatically create calendar entries in your Google Calendar: 1. log in to your CaseFox account. Go to "Settings/Tools/Reports" -> "Google Settings". 2. Use the button to link to your Google Contacts and Calendar. The screen ...
Login Using Google Credentials
If you use GMail (or have a Google account) and are currently logged in, you may click on the Login Using Google Credentials link to log in without going to the CaseFox login page.
Tasks and Events Not Syncing with Google?
Visit Settings/Tools/Reports. Scroll down the page and find "Google Settings" on the left side bar. On the right side, link your account to Google. If already linked, unlink and link again. Re-linking may be required after you change your Google ...
Single or Multiple Trust Accounts
CaseFox can handle multiple trust accounts. Hence, if you have multiple trust accounts with your bank(s), you can replicate those accounts in CaseFox and then "Add" or "Withdraw" funds. Alternatively, you may also create just one trust account in ...