1. Log in to CaseFox. 2. In the navigation bar, click on the "Settings" tab. 3. From the list (left side), select "Import/Export". 4. Under Import/Export, click on the "Export All" option. 5. Click on the "Export All Data" button to export data or ...
Login -> Reports -> Account -> Operating Accounting Transaction 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the side bar. 3. Select Reports from the side bar. 4. Go to the sub-tab account and click on “Operating ...
1. Log in to CaseFox. 2. Choose "Accounts" from the navigation bar. 3. Click on the "Trust Accounts" tab, then click on the account whose data you want to download. 4. On the top right, you will find a download icon, click on that. 5. Select the ...
Login -> Dashboard -> Reports -> Clients -> “Export Transaction” 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. Select Reports from the sidebar. 4. Go to the sub-tab “Clients” and click on ...
Login -> Dashboard -> Reports -> Cases -> Export all notes 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. Select Reports from the sidebar. 4. Go to the sub-tab “Cases” and click on “Export all ...