The Button Clicked Moving Rule moves to a specified status once the User clicks the button. Adding a Button Clicked Moving Rule Note: The button must be ones that have been created in the current status that you are making the moving rules for.

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…

Document Templates can be configured in your workflows on your SwiftCase system. Discover how to create document templates by reading on. Creating a Document Template Note: Tags are used to generate and display information from the Task, allowing each document to be specific to that Task. With SwiftCase you can automate the information gathering process by adding information…

CRM for Modern Mortgage Brokers Do not waste any time chasing down client information. Our System will send your clients information requests, allowing them to fill out and upload their data and documents to a secure link, leaving the fact-finding to the client, not you. SwiftCase’s Mortgage System cuts out unnecessary meetings and speeds up…