How to download all personal notes by client?
Login -> Dashboard -> Reports -> Note(Time/Expense) -> “Personal Notes by Client”
Login to CaseFox.
Go to the dashboard, to the left corner you will find the side bar.
Select Reports from the side bar.
Go to the sub tab “Note(Time/Expense) “and click on “Personal Notes by Client”.
A Word Or PDF file will be downloaded onto your downloads folder.
Login to CaseFox.
Go to the dashboard, to the left corner you will find the side bar.
Select Reports from the side bar.
Go to the sub tab “Note(Time/Expense) “and click on “Personal Notes by Client”.
A Word Or PDF file will be downloaded onto your downloads folder.
Updated on: 30/03/2023
Thank you!