How to add a private note to a trust account transaction?
With CaseFox you can add personal note of a particular trust account transaction; by just few steps mentioned below
Login CaseFox -> Dashboard -> Accounts -> Trust -> Add
Login to CaseFox.
Go to the dashboard, to the left corner you will find the side bar.
Choose Accounts from the side bar.
Select a desired trust transaction
On the right side, click on the view/add a personal note.
Add your details and click on save.
Login CaseFox -> Dashboard -> Accounts -> Trust -> Add
Login to CaseFox.
Go to the dashboard, to the left corner you will find the side bar.
Choose Accounts from the side bar.
Select a desired trust transaction
On the right side, click on the view/add a personal note.
Add your details and click on save.
Updated on: 15/11/2023
Thank you!