Articles on: Clients

How to add trust funds under clients? (from Clients Module)

Login CaseFox -> Dashboard -> Clients -> Trust Transactions -> Add Funds -> Details -> Save

Login to CaseFox.
Go to the dashboard, to the left corner you will find the sidebar.
Click on Clients from the sidebar.
4.Go to the sub tab trust transaction, towards the right click on button “Add Funds”.
After clicking on add funds and fill in the details and click on save.

Updated on: 08/12/2023

Was this article helpful?

Share your feedback


Thank you!