How to add a personal note in a case?
Login CaseFox -> Dashboard -> Cases -> Personal Notes -> Add Personal Note
Login to CaseFox.
Go to the dashboard, to the left corner you will find the sidebar.
Click on cases from the sidebar.
Once you have opened the the cases tab, go to the subsection personal notes.
Towards the right you will find an icon on the top right “Add Message”.
Add your message and click on save.
Login to CaseFox.
Go to the dashboard, to the left corner you will find the sidebar.
Click on cases from the sidebar.
Once you have opened the the cases tab, go to the subsection personal notes.
Towards the right you will find an icon on the top right “Add Message”.
Add your message and click on save.
Updated on: 27/04/2023
Thank you!