Knowledge Base
  • Main Platform
  • Client Portal
  • Contact
  • Contact

FAQ

  • Google Chrome and Microsoft Edge are Crashing while Using Casolve
  • Can I change the auto-numbering format of cases?
  • I've accidentally deleted a role, can I create a new role with the same name?
  • I've accidentally deleted a case, can I get it back?
  • Can I add relationships between contacts?
  • How do I mark an invoice as paid and show the amount already paid?
  • Can I use my company logo instead of the Casolve logo?
  • Can I delete a role currently assigned to a team member?
  • Can a contact be both a client and an immigration professional?
  • Why can't I delete a case?
  • How are cases auto-numbered?
  • How can I change the contact type?
  • How can I see all the cases for a client?
  • How can I customize the case deadline reminder notification days?
  • Faq
  • Why am I getting a page not found(404) error while trying to use the client portal?
  • Why cannot the client reset the password?
  • What is the difference between contacts and cases?
  • Why the Progress Tracker steps are not marked as completed?
  • Why can't I delete a contact?
  • 1
  • 2

Categories

  • Getting Started
  • Intake Questionnaires
  • Program Matching
  • Updates
  • Contacts
  • Cases
  • Accounting
  • Client Portal
  • Forms
  • Team Members
  • Agreements
  • Calendar
  • Tasks
  • Commissions
  • Documents
  • History
  • Analytics
  • FAQ
No results found

© Casolve 2025. Powered by Help Scout