Communication
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 add a new outgoing message?
You can easily add a new outgoing message in CaseFox; by following the few steps mentioned below: Login -> Communications -> New Outgoing Message -> Fill Details -> Save 1. Log in to CaseFox. 2. In the navigation bar, go to the "Communication" tab. ...
How to export all call records?
You can easily export call records in CaseFox; by following the few steps mentioned below Login -> Communication -> Export 1. Login to CaseFox. 2. Navigate to the "Communication" tab located on the navigation bar. 3. On the top right click on the ...
How to check records for archived calls?
You can easily export call records in CaseFox; by following the few steps mentioned below Login -> Communication -> Archived Calls Tab 1. Login to CaseFox 2. Navigate to the "Communication" tab located on the navigation bar. 3. Go to the "Archived ...
How to mark a call returned?
You can easily mark call status as returned in CaseFox; by following the few steps mentioned below: Login -> Communication -> Call Returned 1. Log in to CaseFox. 2. Go to the "Communication" tab in the navigation bar. 3. Select the desired call you ...
How to archive call logs?
You can easily export call records in CaseFox; by following the few steps mentioned below: Login -> Communication -> Export 1. Log in to CaseFox. 2. In the navigation bar, go to the "Communication" tab. 3. Locate the desired communication log and ...
How to assign a case to a communication entry?
You can easily mark call status as returned in CaseFox; by following the few steps mentioned below: Login -> Communication -> Assign case 1. Log in to CaseFox. 2. In the navigation bar, go to the "Communication" tab. 3. Click on the communication log ...
How to export call records for non returned calls?
You can easily export call records in CaseFox; by following the few steps mentioned below: Login -> Communication -> Export 1. Log in to CaseFox. 2. In the navigation bar, go to the "Communication" tab. 3. In the top right corner, click on the ...
How to delete call records?
You can easily export call records in CaseFox; by following the few steps mentioned below Login -> Communication -> Archived Message Tab -> Delete 1. Log in to CaseFox. 2. In the navigation bar, go to the "Communication" tab. 3. Select the "Archived ...
How to add a new incoming message?
You can easily add a new incoming message in CaseFox; by following the few steps mentioned below Login -> Communications -> Add Incoming Message -> Fill Details -> Save 1. Login to CaseFox 2. Go to the "Communications" tab present on the navigation ...
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 ...