How to customize the intake form?
Login -> Dashboard -> Settings -> Manage -> Intake form ->
Login to CaseFox.
Go to the dashboard, to the left corner you will find the sidebar.
Select settings from the sidebar and go to manage.
Under manage, you will find the intake form.
After clicking on the intake form, you will be promoted to a new window.
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 settings from the sidebar and go to manage.
Under manage, you will find the intake form.
After clicking on the intake form, you will be promoted to a new window.
Fill in the details and click on save.
Updated on: 13/04/2023
Thank you!