SwiftCase

Monthly Archives: December 2020

Workflow Prioritisation with Swiftcase

Updated 30/12/2020 Keeping your tasks in a manageable, doable, prioritised and SLA-monitored list can help you to focus on the work you need to do, so, that you are your most productive. If you need accurate and well-designed Workflow Prioritisation, … Read More

10 ways automation can improve your productivity – Part 1

Updated 23/12/2020 Automation and ‘robots’ are becoming high-profile subject matter across recent news stories and political commentary. Fear over automation leading to ‘robots’ taking over professional work, in the same way as the industrial and digital revolutions affected manual workers, … Read More

10 ways automation can improve your productivity – Part 2

Updated 23/12/2020 Following on from last week’s blog on the subject, we look at five additional ways in which automation can improve your productivity. 6) Cut forms down to size When gathering data required there can be a mass of … Read More

Configuring the User Listing Columns

Find out how to prioritise the display of additional key information about users in SwiftCase user index page. … Read More

Export a list of Users as a .csv file

Learn how to export all your key user information from SwiftCase as a versatile .csv file, enabling your team to export data to another app. … Read More

Creating/Editing a Document Template

Familiarise yourself with creating and editing a document template on SwiftCase and automate the generation of key business documents. … Read More

Creating/Editing an Email Template

Discover how to create and edit an email template on SwiftCase. Enable your team to automate the sending of captured data. … Read More

Case Relationships

Gain an insight into how case relationships work on SwiftCase, so your team can assign the right users at the right time. … Read More

User Types in SwiftCase

Familiarise yourself with the different user types in SwiftCase and enable your team to control the allocation of team members and suppliers … Read More