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How to import time entries?
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 "Time Entries" option. 5. Upload the Excel file according to the template to ...
How to check the list of case contacts?
Login CaseFox -> Cases -> Case -> Contact 1. Login to CaseFox. 2. Select "Cases" present on the navigation bar. 3. Go to the tab "Contact" and you will see a list of contacts assigned in the case.
How to import a case list for another system?
Login -> Settings -> Import/Export -> Import case list 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 import/export. 4. Click on export all data and documents, ...
How to sync a client with Google Contacts?
Login -> Clients -> Select a desired client -> 3 Dots -> Send to Google Contact -> Google Sync -> Yes 1. Login to CaseFox. 2. In the navigation bar, go to the "Clients" tab. 3. Select the client for whom you want to sync with Google Contacts. 4. In ...
How to export all data and documents?
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 ...