How to edit client details? - CaseFox

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 on the edit icon, a new window will open, make the desired edits and click on save.
    • Related Articles

    • How to edit details of a trust account?

      With CaseFox you can edit the details of a particular trust account; with just a few steps mentioned below: Login CaseFox -> Accounts -> Trust Accounts-> Edit Icon -> Save 1. Log in to CaseFox. 2. Choose the "Accounts" tab on the navigation bar. 3. ...
    • 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 ...
    • How to update staff details?

      Login -> Dashboard -> Settings-> Organisation -> Users -> Staff Name -> Update 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. ...
    • How to edit, delete or unarchive cases under clients?

      Login -> Clients -> Select a desired Client -> Add Case -> Fill in Details -> Save 1. Login to CaseFox. 2. In the navigation bar, go to the "Clients" tab. 3. Select the client whose cases you want to edit, delete, or unarchive. 4. Navigate to the ...
    • 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 ...