How to check the details of a client?
Login -> Dashboard -> Clients -> Client -> Details
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, click on the desired client you want to check the details of.
Related Articles
How to check the date when the client portal URL link client URL link was last opened?
Login -> Dashboard -> Settings -> General -> Client Portals 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. Select settings from the sidebar and go to general. 4. Click on client portals, from the list go ...
How to check user history?
Login -> Settings-> Organisation -> Users -> Staff Name -> Client details 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. From there select settings and choose the subhead “organization”. 4. Under the ...
How to edit client details?
Login -> Clients -> Select a Client -> Edit -> Save 1. Login to CaseFox. 2. In the navigation bar, go to the "Clients" tab. 3. A list of clients will be displayed. Locate the desired client and click the edit icon on the right side. 4. After clicking ...
How to retrieve details through Invoice Number?
CaseFox enables clients to retrieve details through Invoice Number to do the same you just need to follow quick steps 1. Login to CaseFox. 2. After logging in, you'll be prompted to the dashboard. 3. From the dashboard go to the left sidebar, select ...
How to set up check-up printing?
Login -> Dashboard -> Settings-> Organisation -> Check Printing -> Fill in the details 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. From there select settings and choose the subhead “organization”. ...