How to export all notes at once?
Login -> Dashboard -> Reports -> Clients -> Export All Notes at Once
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 “Export All Notes at Once”.
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 “Export All Notes at Once”.
An excel or PDF file will be downloaded into your downloads folder.
Updated on: 27/03/2023
Thank you!