Articles on: Clients

How to add cases under clients?

Login -> Dashboard -> Clients -> Client -> Add Case -> Fill in Details -> Save

Login to CaseFox.
Go to the dashboard, to the left corner you will find the sidebar.
Select clients from the sidebar and a new window will open.
A list of clients will be shown, click on the desired client.
Once you have open the tab on your desired client, go to the sub-tab “Cases/Projects”.
In the sub-tab, you will be able to see an option on the top right corner “Add Case”.
Fill in the details and click on save.

Updated on: 08/12/2023

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