How to export all notes by staff and download case wise notes?
Login -> Dashboard -> Reports -> Note(Time/Expense) -> “Export all notes by staff”
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 “Export all notes by staff”.
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 “Export all notes by staff”.
A Word Or PDF file will be downloaded onto your downloads folder.
Updated on: 30/03/2023
Thank you!