Creating and Editing Questions
Table of Contents
Workflow Questions Overview
Workflow Questions
Profile Questions
Gather all the recent activity of a user on SwiftCase to help achieve a full overview of your teams performance.
Discover how to use the Document Manager panel on SwiftCase so you can create, store and send documents to your team and clients.
So, you’ve just landed on SwiftCase, and you may encounter some issues with the system, or you may have some general questions that the current guides do not answer. This guide will show you each different method of contacting SwiftCase support. Here are the different methods of contacting us here at SwiftCase: Sending an Email to SwiftCase…
Learn about profile and workflow questions on your SwiftCase system. Enable your team to collect specific task and client-related data.
The Send Email automated event automatically sends an email. You can tailor the content of the Email by creating custom Email Templates and choosing who the Email sends to. The message will trigger when specific requirements that you set are met. Adding a Send Email Automated Event Select an email template from the Email Template dropdown box….
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…