How to close and archive a client?
Login -> Dashboard -> Clients -> Close/Archive
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, choose the desired client, and on the right you will find a close/ archive icon.
Click on it and confirm.
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, choose the desired client, and on the right you will find a close/ archive icon.
Click on it and confirm.
Updated on: 24/04/2023
Thank you!