You can easily check for completed tasks by following a few quick steps mentioned below with CaseFox: 1. Log in to CaseFox. 2. In the navigation bar, click on "Tasks." 3. Select the "Completed" sub-tab. 4. You will see a list of all the completed ...
You can easily check for pending tasks by following a few quick steps mentioned below with CaseFox: 1. Log in to CaseFox. 2. In the navigation bar, click on "Tasks." 3. Select the "LATE" sub-tab. 4. You will see a list of all the pending tasks.
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 ...
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.
1. Log in to CaseFox. 2. In the navigation bar, click on the "Reports" tab. 3. Then, select "Task & Events" from the list. 4. Click on "Today's/Upcoming Tasks" to download all the tasks.