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.
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
Thank you!