How to export details of clients?
Login -> Dashboard -> Clients -> Client -> Export
Login to CaseFox.
Go to the dashboard, to the left corner you will find the sidebar.
Select clients from the sidebar and a new window will open.
A list of clients will be shown, click on the desired client.
On the top right you will find the export icon, click on the export icon.
A document will be downloaded to the system.
Login to CaseFox.
Go to the dashboard, to the left corner you will find the sidebar.
Select clients from the sidebar and a new window will open.
A list of clients will be shown, click on the desired client.
On the top right you will find the export icon, click on the export icon.
A document will be downloaded to the system.
Updated on: 24/04/2023
Thank you!