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:…
Familiarise yourself with creating and editing a document template on SwiftCase and automate the generation of key business documents.
SwiftCase is a case management software. Our case management system allows your Team to work together, as well as with your Clients, and track Tasks. Follow the steps below to find out how to create your first Task. Create your first task
Discover how to manage the information on the Overview Tab in SwiftCase. Enable your team, clients and suppliers to see key information.
Learn about profile and workflow questions on your SwiftCase system. Enable your team to collect specific task and client-related data.
The Manual Allocation actions allow you to allocate Tasks to your Team Members. You can filter by Skills or Role, saving you from having to scroll through your Users to find the right person. Adding a Manual Allocation action Note: You can add more than one question and also add a specific answer, so the box will…