Test Client and Test Case

Test Client and Test Case

After registering a new account, to enable you quickly test and get used to CaseFox features, we have added "Create Test Client" and "Create Test Case" buttons. If you click on "Create Test Client", CaseFox will create a test client with dummy data. Similarly, if you click on "Create Test Case", CaseFox will create a dummy case. 

You may edit these dummy client/case and use them for your productive use later on. Alternatively, you may delete them later on.
    • Related Articles

    • Personal Notes for Client or Case

      You may enter personal notes about a client or a case. For entering personal notes about a client, click on "Clients" tab, select the client in the left side list. On the right side pane, click on "Client Details/Edit" and then click on "Personal ...
    • How to delete a case and client

      1. Delete all payments under the Payments tab of the case being deleted. 2. Delete all invoices of the case 3. Delete all time/expense entries. Entries may be deleted one by one or all in one click ( Classic UI -> under More.. button located above ...
    • Invoice In Client's Currency

      CaseFox supports generating invoices in a client's currency if the client's currency is different from your firm's standard currency. This feature is useful for firms that cater to clients in foreign countries and if these clients require invoices in ...
    • Import into CaseFox Client List Case List and Time Entries From Other Software

      Please click for more information: Importing Data Client List Login to your CaseFox account, Click onSettings/Tools/Reports - Import Clients/Contactsfor importing your client list into CaseFox. Case List Login to your CaseFox account, Click on ...
    • Setting Up Client Portals

      CaseFox® offers automatic online payment functionality so that your clients can pay your invoices online. The payments are automatically recorded by CaseFox®. You may configure an online payment surcharge too if your agreement with your client allows ...