With CaseFox you can search for trust or operating accounts; with just a few steps mentioned below: Login CaseFox -> Accounts -> Search Bar 1. Log in to CaseFox. 2. Select "Accounts" present on the navigation bar. 3. On the top straight left, you'll ...
You can easily search for tasks by following a few quick steps mentioned below with CaseFox; 1. Log in to CaseFox. 2. In the navigation bar, click on "Tasks" tab. 3. Towards the right you will find a search bar. 4. Type the name of the task you want ...
Login CaseFox -> Clients -> Billing -> Bills -> Record Payment 1. Login to CaseFox. 2. In the navigation bar, go to the "Clients" tab. 3. Select the client whose payment you want to record. 4. Navigate to the "Billing" tab and then to the "Bills" ...
Login -> Clients -> Search 1. Login to CaseFox. 2. In the navigation bar, go to the "Clients" tab. 3. On the right side, next to the "Add Client" button, you will find a search bar. 4. Type the name of the client you want to search for.
Login CaseFox -> Dashboard -> Cleints -> Billing & Payments -> Update Icon -> Save 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 the ...