How to download all client lists?
Login -> Dashboard -> Reports -> Clients -> Client List
Login to CaseFox.
Go to the dashboard, to the left corner you will find the sidebar.
Select Reports from the sidebar.
Go to the sub-tab Clients and click on “Client List”.
An excel or PDF file will be downloaded into your downloads folder.
Login to CaseFox.
Go to the dashboard, to the left corner you will find the sidebar.
Select Reports from the sidebar.
Go to the sub-tab Clients and click on “Client List”.
An excel or PDF file will be downloaded into your downloads folder.
Updated on: 27/03/2023
Thank you!