How to archive call logs? - CaseFox

How to archive call logs?

You can easily export call records in CaseFox; by following the few steps mentioned below:

Login -> Communication -> Export

1. Log in to CaseFox.
2. In the navigation bar, go to the "Communication" tab.
3. Locate the desired communication log and scroll to the right.
4. Click on the archive icon to archive the call log.




    • Related Articles

    • How to delete call records?

      You can easily export call records in CaseFox; by following the few steps mentioned below Login -> Communication -> Archived Message Tab -> Delete 1. Log in to CaseFox. 2. In the navigation bar, go to the "Communication" tab. 3. Select the "Archived ...

    • How to close and archive a client?

      Login -> Dashboard -> Clients -> Close/Archive 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 clients will be shown, choose the ...

    • How to mark a call returned?

      You can easily mark call status as returned in CaseFox; by following the few steps mentioned below: Login -> Communication -> Call Returned 1. Log in to CaseFox. 2. Go to the "Communication" tab in the navigation bar. 3. Select the desired call you ...

    • How to export all call records?

      You can easily export call records in CaseFox; by following the few steps mentioned below Login -> Communication -> Export 1. Login to CaseFox. 2. Navigate to the "Communication" tab located on the navigation bar. 3. On the top right click on the ...

    • How to export call records for non returned calls?

      You can easily export call records in CaseFox; by following the few steps mentioned below: Login -> Communication -> Export 1. Log in to CaseFox. 2. In the navigation bar, go to the "Communication" tab. 3. In the top right corner, click on the ...