How to view a private note?
With CaseFox you can view personal note of a particular trust account transaction; by just few steps mentioned below
Login CaseFox -> Dashboard -> Accounts -> Trust -> View
Login to CaseFox.
Go to the dashboard, to the left corner you will find the side bar.
Choose Accounts from the side bar.
Select a desired trust transaction
On the right side, click on the view/add a personal note.
Login CaseFox -> Dashboard -> Accounts -> Trust -> View
Login to CaseFox.
Go to the dashboard, to the left corner you will find the side bar.
Choose Accounts from the side bar.
Select a desired trust transaction
On the right side, click on the view/add a personal note.
Updated on: 23/03/2023
Thank you!