Articles on: Accounts

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.

Updated on: 23/03/2023

Was this article helpful?

Share your feedback


Thank you!