How to edit details of a trust account? - CaseFox | Law Trust Accounting Software

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. Then select the "Trust Accounts" tab, and click on the edit icon present on the right side.
4. Make the required edits.
5. Click on the "Save" button.