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How to create a case category?
Login -> Settings -> Manage -> Case Category -> Add Case Category 1. Log in to CaseFox. 2. In the navigation bar, click on the "Settings" tab. 3. From the list (left side), select "Manage." 4. Under Manage, click on the "Case Category" option. 5. ...
How to add cases under clients?
Login -> Dashboard -> Clients -> Client -> Add Case -> Fill in Details -> Save 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. Select clients from the sidebar and a new window will open. 4. A list of ...
How to add a personal note in a case?
Login CaseFox -> Cases -> Case-> Personal Notes -> Add Personal Note 1. Login to CaseFox. 2. Click on the "Cases" present on the navigation bar. 3. Select the case in which you want to add a personal note. 4. Then click on the "Personal Notes" tab. ...
How to add a calendar event for a case?
1. Log in to CaseFox. 2. In the navigation bar, click on the "Cases" tab. 3. Select the case in which you want to add a calendar event. 4. Navigate to the "Calendar Event" tab. 5. At the top of the page, click on the "Add Event (Simple)" button. 6. ...
How to add expense type?
Login -> Settings -> Manage -> Expense Type -> Add Expense Group 1. Login to CaseFox. 2. Go to the "Settings" tab on the navigation bar. 3. Select "Manage" from the list. 4. Under manage, you will find the option "Expense Type". 5. After clicking on ...