How to search for clients?
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.
Related Articles
How to search for accounts?
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 ...
How to search for tasks?
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 ...
How to search for communication logs?
You can easily search in CaseFox by following the few steps mentioned below: Login -> Communication -> Search Bar 1. Login to CaseFox. 2. Navigate to the "Communication" tab located on the navigation bar. 3. Use the search bar within the ...
How to search for ledger entries?
Steps for searching ledger entries: Login -> Hover on the Accounts tab -> Ledger -> Search 1. Login to CaseFox. 2. Hover over the "Accounts" tab in the navigation bar, then click on "Ledger" from the drop-down menu. 3. Towards the right top you will ...
How to retrieve/search expense entries?
You can retrieve expense entries with CaseFox in few easy steps; to search follow the below steps: CaseFox -> Dashboard -> Time/Expense -> Search bar 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the side bar. 3. ...