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.

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