Update a Users Profile Information
Table of Contents
User Profile Overview
Contact Methods

Address

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:…
Track all your tasks using the Dashboard. The Dashboard gives a clear overview of all your tasks, their statuses, and RAG statuses. It lets you see what jobs may need addressing and how far off their completion. Discover how to use the Dashboard by viewing the guide below. How to View the Dashboard Click format_list_numbered Tasks to navigate…
The Red Alert automated event automatically changes a Task’s RAG status. You can set specific triggers so a red flag alert will be automatically placed on a Task when particular requirements are met. Adding a Red Alert Automated Event Check the Business Hours Only? checkbox if you want the Red Alert event to only happen during business…
Internal Admins can add and remove permissions for Users. Follow the steps below to update a User’s Permissions.
Gain an insight into the power of the Task Notes in SwiftCase, and always keep your team, clients and suppliers in the loop.
Find out how to get an immediate report on the activity of your SwiftCase tasks by type, status and a specific time period.