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 … Read More
Guides
Announcements
Keep all your staff informed of important decisions and changes within the company or workflow with SwiftCase announcements. … Read More
Tags: Admin, Announcements, Users
The Statistics Overview
Find out how to get an immediate report on the activity of your SwiftCase tasks by type, status and a specific time period. … Read More
Tags: Statistics, Statistics Overview, Tasks
The Statistics Builder
Discover the powerful Statistics Builder in SwiftCase. Configure timely email reports about the performance of your Tasks. … Read More
Tags: Statistics, Statistics Builder, Tasks
Reminders in SwiftCase
Never forget another meeting or task with SwiftCase reminders. Associate reminders with a task to make sure complex requirements are met. … Read More
Workflow Builder – Status settings
Discover the status settings panel on SwiftCase workflow builder: control what your stakeholders initially see at each stage of a workflow. … Read More
Workflow Builder – Workflow Configuration
Familiarise yourself with the basic workflow configuration on SwiftCase: Costs & Fees, inheriting answers and other details. … Read More
Automated Events
Discover how automated events in swiftcase can reduce the need for manual action on a Task. Send emails,documents, gather client data and allocate staff without lifting a finger! … Read More
Tags: Automated Events, Tasks, Workflow Builder
The Workflow Builder
Discover how the workflow builder can help you customise your workflows instantly. … Read More
Tags: Tasks, Workflow Builder
Configuring the User Listing Columns
Find out how to prioritise the display of additional key information about users in SwiftCase user index page. … Read More
Tags: User Information, User Listings, User Types, Users