Adding a URL button 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.

Note Buttons have the same functionality as Buttons except they also allow you to create a note. For example, you could create an ‘On-hold’ button where you can add the reason for putting the task on hold into the note section and then click the button to simultaneously log the note and change the status to On-hold (which…

The Create User automated event automatically creates a user. The User will be made when specific requirements you have set are met. Adding a Create User Automated Event Click the Automated Events tab on the Status to which you want to create the user in. Drag and drop the Create User automated event into the blank space on the right. Select…

As you and your Team Members use SwiftCase and start creating Tasks, you may wish to use the search form to find exact Tasks- whether those are active or archived! Starting a Search Advanced Search options

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