How to export all notes?
Login -> Dashboard -> Reports -> Cases -> Export all notes
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 “Cases” and click on “Export all notes”.
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 “Cases” and click on “Export all notes”.
An Excel Or PDF file will be downloaded into your downloads folder.
Updated on: 27/03/2023
Thank you!