Workflow and Profile Questions
Table of Contents
Questions Overview
Workflow Questions
Profile Questions
The Meeting Workflow helps you organise and track your meetings all the way through, from booking the meeting to post-meeting follow-up actions. Using the Meeting Workflow
To change a User’s password, follow the steps below. How to change a password Note: Do please bear in mind, that you have to be an Internal Admin in order to update Users’ passwords.
SwiftCase is a case management software. Our case management system allows your Team to work together, as well as with your Clients, and track Tasks. Follow the steps below to find out how to create your first Task. Create your first task
Learn how to add a user email account to a user profile in SwiftCase and enable the sending and logging of emails directly from a task.
Distinguish between the many question types on SwiftCase and fine tune the display of data provided to your team and clients.
Learn about the Task Log on SwiftCase, a way to track and account for every action performed by your team, clients and suppliers.