Articles on: Accounts

How to add a trust account?

With CaseFox you can quickly add a trust account; by just few steps mentioned below

Login CaseFox -> Dashboard -> Accounts -> Add Account -> Save

Login to CaseFox.
From the top bar options, select Accounts.
Click on "Add Account" button present in the right side.
Fill in the account details, and don't check the box otherwise it will open an operating account.
Click on save.

Updated on: 08/12/2023

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