Articles on: Accounts

How to edit details of a trust account?

With CaseFox you can edit details of a particular trust account; by just few steps mentioned below

Login CaseFox -> Dashboard -> Accounts -> Trust -> Edit Icon -> Save

Login to CaseFox.
Go to the dashboard, to the left corner you will find the side bar.
Choose Accounts from the side bar, click on the edit icon on right.
Make the required edits.
Click on Save.

Updated on: 23/03/2023

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