Articles on: Settings

How to import contacts?

Login -> Dashboard -> Settings -> Import/Export -> Clients/Contacts ->

Login to CaseFox.
Go to the dashboard, to the left corner you will find the sidebar.
Select settings from the sidebar and go to import/export.
Click on contacts/clients, you will be promoted to a new window.
You will be provided with various options, move forward with the ones needed, and import contacts accordingly.

Updated on: 13/04/2023

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