Articles on: Clients

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.

Updated on: 24/04/2023

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