Task Notes in SwiftCase
Gain an insight into the power of the Task Notes in SwiftCase, and always keep your team, clients and suppliers in the loop.
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Quick Actions
Become versed in all the Quick Actions available on the Task Page of SwiftCase and allow your team to conveniently update task information.
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Task Widgets
Discover the many kinds of widgets available to use on SwiftCase, and create a clear, simple approach for your team to complete tasks.
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Guides | Profile | Tasks | Together Guides
Question Types
Distinguish between the many question types on SwiftCase and fine tune the display of data provided to your team and clients.
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Guides | Profile | Tasks | Together Guides
Using Question Answers in Email/Document Templates
Find out how to integrate vital information captured by SwiftCase into business documents as part of your automated workflow.
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Guides | Profile | Tasks | Together Guides
Creating and Editing Questions
Tailor your SwiftCase system to your data capture needs by creating and editing Workflow and Profile questions.
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Guides | Profile | Tasks | Together Guides
Workflow and Profile Questions
Learn about profile and workflow questions on your SwiftCase system. Enable your team to collect specific task and client-related data.
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The Task Log
Learn about the Task Log on SwiftCase, a way to track and account for every action performed by your team, clients and suppliers.
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The Overview Tab
Discover how to manage the information on the Overview Tab in SwiftCase. Enable your team, clients and suppliers to see key information.
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Maintain excellent customer relationships
Updated 09/12/2020 Maintaining a good relationship with your customers allows you to be more profitable, with it being much harder to gain a new customer than retain an existing client. Keep track of your leads as they progress from initial contact to a valued client. Know your clients in depth, with custom profile questions and…
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