The Overview Tab
Table of Contents
SwiftCase Overview Panel
Configure in the Workflow Builder
Clients are the organisations your business deals with. You can add Client Contacts (client staff), who are the people who work for those organisations. With SwiftCase, you can access all your Client data and Client Contacts in one place. All your Clients and Client Contacts will be organised and streamlined on your SwiftCase system! Add your Clients to SwiftCase Note:…
Discover how automated events in swiftcase can reduce the need for manual action on a Task. Send emails,documents, gather client data and allocate staff without lifting a finger!
You can send and receive emails in SwiftCase. Follow the steps below to learn how. Note: Please bear in mind that you have to have configured an Email Address before being able to send and receive emails. To find out how to add an email to SwiftCase, view our guide . How to send an email to a User When clicking the Email User button…
If you have forgotten your password, or need to reset it, do not worry! Follow the steps below to find out how to change your password and get back into your SwiftCase quickly. Changing your Password
Discover the status settings panel on SwiftCase workflow builder: control what your stakeholders initially see at each stage of a workflow.
When you and your Team Members create tasks, each task will have its own task page. This page will be dedicated to that task- it houses all the information, relevant Clients and Team Members, and communication channels in one place. Finding the Task Note: You can also use the Search Form to find the task you wish…