How to export all notes for staff?
Login -> Dashboard -> Reports -> Staff -> 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 “Staff” and click on “Export All Notes”.
A Word 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 “Staff” and click on “Export All Notes”.
A Word Or PDF file will be downloaded into your downloads folder.
Updated on: 27/03/2023
Thank you!