Add a User Email Account
Table of Contents
Email Accounts Overview
The Email Accounts Panel
Create or Edit an Email Account
Tailor your SwiftCase system to your data capture needs by creating and editing Workflow and Profile questions.
Adding a JavaScript action Note: You can add more than one question and also add a specific answer, so the box will only show after this specified answer is inputted.
Learn about the Task Log on SwiftCase, a way to track and account for every action performed by your team, clients and suppliers.
The On Hold box allows you to put a Task on hold with one click. You can also add a reason why the Task is going on hold in the box provided. Adding an On Hold box Note: You can add more than one question and also add a specific answer, so the box will only show…
The SMS Automated event automatically sends an SMS. You can tailor the content of the SMS by creating custom SMS Templates and choosing to who the SMS sends to. The message will trigger when specific requirements that you set are met. Adding a SMS Automated Event Select the SMS template you want to send from…
Find out how to prioritise the display of additional key information about users in SwiftCase user index page.