Calendar
How to add a note in the calendar?
You can easily create a note in the calendar by following a few quick steps mentioned below with CaseFox: Login -> Calendar -> Note Calendar 1. Login to CaseFox. 2. In the navigation bar, click on the "Calendar" tab. 3. On the left side, locate the ...
How to update note details in the calendar?
You can easily update a note in the calendar by following a few quick steps mentioned below with CaseFox: Login -> Calendar -> Note Calendar -> Edit 1. Login to CaseFox. 2. In the navigation bar, click on the "Calendar" tab. 3. On the left side, ...
How to create a task in the calendar?
You can easily create a task in the calendar by following a few quick steps mentioned below with CaseFox: Login -> Calendar -> Task Calendar -> Add Task 1. Login to CaseFox. 2. In the navigation bar, click on the "Calendar" tab. 3. On the left side, ...
How to update event details?
You can easily update an event in the calendar by following a few quick steps mentioned below with CaseFox: Login -> Calendar -> Event Calendar -> Edit 1. Login to CaseFox. 2. In the navigation bar, click on the "Calendar" tab. 3. On the left side, ...
How to create an event in the calendar?
You can easily create an event in the calendar by following the few quick steps mentioned below with CaseFox: Login -> Calendar -> Event calendar 1. Login to CaseFox. 2. In the navigation bar, click on the "Calendar" tab. 3. On the left side, locate ...
How to delete an event from the calendar?
You can easily delete an event from the calendar by following a few quick steps mentioned below with CaseFox: Login -> Calendar -> Event Calendar -> Delete 1. Login to CaseFox. 2. In the navigation bar, click on the "Calendar" tab. 3. On the left ...
How to check the event list under the calendar?
You can easily check for the events list in the calendar by following a few quick steps mentioned below with CaseFox: Login -> Calendar -> Event List 1. Login to CaseFox. 2. In the navigation bar, click on the "Calendar" tab. 3. On the left side, ...
How to check the day, week, and monthly schedule respectively in the calendar?
You can easily check your schedule, tasks, and events created in the calendar by following a few quick steps mentioned below with CaseFox: Login -> Calendar -> Drop Down 1. Login to CaseFox. 2. In the navigation bar, click on the "Calendar" tab. 3. ...
How to update task details in the calendar?
You can easily update an event in the calendar by following a few quick steps mentioned below with CaseFox: Login -> Calendar -> Event Calendar -> Edit 1. Login to CaseFox 2. In the navigation bar, click on the "Calendar" tab. 3. On the left side, ...
How to delete a note in the calendar?
You can easily delete note from the calendar by following a few quick steps mentioned below with CaseFox: Login -> Dashboard -> Calendar -> Note -> Delete 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. ...
How to delete a task from the calendar?
You can easily delete a Task from the calendar by following a few quick steps mentioned below with CaseFox: Login -> Calendar -> Task Calendar -> Select Task -> Delete 1. Login to CaseFox. 2. In the navigation bar, click on the "Calendar" tab. 3. On ...
Popular Articles
How to create a tag?
Login -> Settings -> Manage -> Tags -> Add Tags 1. Log in to CaseFox. 2. In the navigation bar, click on the "Settings" tab. 3. Select the "Manage" from the list. 4. Under Manage, select the "Tags" option. 5. You will be redirected to a new window ...
How To Get Questions Answered
1. If your question is related to your data, please click on "Add Ticket" link to send the question to us. 2. If your question relates to general use and if you believe the answer may be helpful to other users, please click on "Forums" link in the ...
Vendor Management /Account Payable
In addition to timekeeping and invoicing features, CaseFox can also be used for maintaining and managing your vendor data, vendor invoices, and payments. Accounts payable is money owed by you to your vendors. CaseFox keeps track of your account ...
Client Intake Form
This feature is only available in the new UI. You may create or customize your own client intake form or contact us form and post the URL on your firm's website to enable visitors to send your queries. Submitted data will be available in your CaseFox ...
Editing Invoice
An invoice can be edited simply by editing notes (time/expense entries). Alternatively, the invoice may be deleted and recreated. After editing one or more notes that were previously added to the invoice, simply download the invoice again. No other ...