Settings
How to mark a staff/user as the first admin?
Login -> Dashboard -> Settings-> Organisation -> Users -> Staff Name -> Mark First Admin Only verified users and staff can be marked as first admin. 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. From ...
How to check the date when the client portal URL link client URL link was last opened?
Login -> Dashboard -> Settings -> General -> Client Portals 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. Select settings from the sidebar and go to general. 4. Click on client portals, from the list go ...
How to add invoice boilerplate text?
1. Log in to CaseFox. 2. In the navigation bar, click on the "Settings" tab. 3. From the list (left side), select "Invoice". 4. Under Invoice, click on the "Boilerplate Text" option. 5. Add or modify the text as desired, then click on the "Save" ...
How to edit the task group name?
1. Log in to CaseFox. 2. In the navigation bar, click on the "Settings" tab. 3. From the list (left side), select "General." 4. Under General, click on the "Task Group" option. 5. You will find the list of task groups. 6. To edit a desired task group ...
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 add new abbreviations?
1. Log in to CaseFox. 2. In the navigation bar, click on the "Settings" tab. 3. From the list (left side), select "General." 4. Under General, click on the "Abbreviations" option. 5. Towards the top right, you will find an "Add Abbreviation" button, ...
How to edit the event type?
1. Log in to CaseFox. 2. In the navigation bar, click on the "Settings" tab. 3. From the list (left side), select "Manage." 4. Under Manage, click on the "Event Types" option. 5. A list of all the event types will appear, click on the "edit icon" ...
How to customize your invoice email template?
1. Log in to CaseFox. 2. In the navigation bar, click on the "Settings" tab. 3. From the list (left side), select "Invoice." 4. Under Invoice, click on the "Invoice Email" option. 5. Edit the email template as you want, then click on the "Save" ...
How to add invoice text translations?
Login -> Dashboard -> Settings-> Invoice -> Invoice text translation -> Customise -> Save 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. From there select settings and choose the subhead “Invoice” . ...
How to create an event type?
Login -> Dashboard -> Settings -> Manage -> Event Types -> Add Event 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. Select settings from the sidebar and go to manage. 4. Under manage, you will find the ...
How to update/change invoice settings?
Login -> Dashboard -> Settings-> Invoice -> Invoice Preferences-> Customise -> Save 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. From there select settings and choose the subhead “Invoice”. 4. ...
How to create custom field groups?
1. Log in to CaseFox. 2. Navigate to the "Settings" tab on the navigation bar. 3. Select "General" from the right sidebar. 4. Click on "Manage Field Groups." 5. Click the "+ Add Field Group" button at the top right. 6. Fill out the details in the ...
How to delete a user/staff?
Login -> Dashboard -> Settings-> Organisation -> Users -> Staff Name -> Delete 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. From there select settings and choose the subhead “organization”. 4. ...
How to edit field groups in certain cases?
1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. From there select settings and choose the subhead “General”. 4. Click on custom field groups, to add a new custom field, click on the field group you ...
How to customize the intake form?
1. Log in to CaseFox. 2. In the navigation bar, click on the "Settings" tab. 3. From the list (left side), select "Manage". 4. Under Manage, click on the "Intake Form" option. 5. After clicking on the intake form, you will be redirected to a new ...
How to import time entries?
1. Log in to CaseFox. 2. In the navigation bar, click on the "Settings" tab. 3. From the list (left side), select "Import/Export". 4. Under Import/Export, click on the "Time Entries" option. 5. Upload the Excel file according to the template to ...
How to delete a tag?
Login -> Dashboard -> Settings -> Manage -> Tags -> Delete 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. Select settings from the sidebar and go to manage. 4. Under manage, you will find tags. 5. Go to ...
How to delete a particular client from staff compensation rules?
Login -> Dashboard -> Settings-> General -> Staff Compensation Rules 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. From there select settings and choose the subhead “General”. 4. Go to staff ...
How to update staff details?
Login -> Dashboard -> Settings-> Organisation -> Users -> Staff Name -> Update 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. From there select settings and choose the subhead “organization”. 4. ...
How to manage your subscription?
Login -> Dashboard -> Settings-> Organisation -> Manage Subscriptions 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the side bar. 3. From there select settings and choose sub head “organisation”. 4. Under the ...
How to export all data and documents?
1. Log in to CaseFox. 2. In the navigation bar, click on the "Settings" tab. 3. From the list (left side), select "Import/Export". 4. Under Import/Export, click on the "Export All" option. 5. Click on the "Export All Data" button to export data or ...
How to update staff under staff compensation rules?
1. Log in to CaseFox. 2. In the navigation bar, click on the "Settings" tab. 3. From the list (left side), select "General". 4. Under General, click on the "Staff Compensation Rules" option. 5. Click on the "edit icon" next to the client whose staff ...
How to edit firm preferences?
1. Log in to CaseFox. 2. In the navigation bar, click on the "Settings" tab. 3. From the list (left side), select "Organization". 4. Under Organization, click on the "Firm Preferences" option. 5. Update the desired fields. 6. Click on the "Save" ...
How to create a case category?
Login -> Settings -> Manage -> Case Category -> Add Case Category 1. Log in to CaseFox. 2. In the navigation bar, click on the "Settings" tab. 3. From the list (left side), select "Manage." 4. Under Manage, click on the "Case Category" option. 5. ...
How to download all staff entries for a particular staff?
Login -> Settings-> Organization -> Users -> Staff Name -> Export 1. Login to CaseFox. 2. Go to the "Settings" tab present in the navigation bar. 3. Select "Organization" from the list. 4. Under the Organization option choose "Users", a new window ...
How to connect with Xero?
1. Log in to CaseFox. 2. In the navigation bar, click on the "Settings" tab. 3. From the list (left side), select "Organization." 4. Under Organization, click on the "Billing Sync" option. 5. To connect with Xero, click on the "Connect" button next ...
How to assign custom hourly rates to staff?
Login -> Settings -> General -> Hourly Rate 1. Login to CaseFox. 2. Go to the "Settings" tab on the navigation bar. 3. Select "General" from the list. 4. Click on the "Hourly Rates" option. 5. After clicking on it, you will be promoted to a new ...
How to add expense type?
Login -> Settings -> Manage -> Expense Type -> Add Expense Group 1. Login to CaseFox. 2. Go to the "Settings" tab on the navigation bar. 3. Select "Manage" from the list. 4. Under manage, you will find the option "Expense Type". 5. After clicking on ...