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How to deactivate a tag?
Login -> Settings -> Manage -> Tags -> Deactivate 1. Login to CaseFox. 2. Select the "Settings" tab present on the navigation bar. 3. Then select the "Manage" option present on the left side. 4. Under Manage, you will find "Tags". 5. Go to "Tags", ...
How to update tag details?
Login -> Settings -> Manage -> Tags -> Update 1. Login to CaseFox. 2. Go to the "Settings" tab, and select the "Manage" option from the list. 3. Under manage, you will find "Tags". 4. Go to the "Tags", you will be prompted to a new window. 5. To ...
How to create a tag?
Login -> Settings -> Manage -> Tags -> Add Tags 1. Log in to CaseFox. 2. In the navigation bar, click on the "Settings" tab. 3. Select the "Manage" from the list. 4. Under Manage, select the "Tags" option. 5. You will be redirected to a new window ...
How to delete abbreviations?
Login -> Settings -> General -> Abbreviations 1. Login to CaseFox. 2. Select "Settings" from the navigation bar and go to "General". 3. Click on the "Abbreviations" option. 4. After clicking on it, you will be promoted to a new window. 5. Scroll ...
How to delete payment?
Login CaseFox -> Dashboard -> Clients -> Billing & Payments -> Delete Icon -> Confirm 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. Click on Clients from the sidebar. 4. Choose billing & payments from ...