How to add a private note to a trust account transaction? - CaseFox

How to add a private note to a trust account transaction?

With CaseFox you can add personal notes of a particular trust account transaction; with just a few steps mentioned below

1. Log in to CaseFox.
2. In the navigation bar, click on the "Accounts" tab.
3. Select a desired trust transaction
4. On the right side, click on the view/add a personal note icon.
5. Add your details and click on save.



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