Workflow and Profile Questions
Table of Contents
Questions Overview
Workflow Questions
Profile Questions
Become versed in all the Quick Actions available on the Task Page of SwiftCase and allow your team to conveniently update task information.
Learn how to create new users on your SwiftCase app, to enable your team, clients, or suppliers to access their tasks.
Familiarise yourself with creating and editing a document template on SwiftCase and automate the generation of key business documents.
Familiarise yourself with adding a skill to a user on SwiftCase so you can allocate team members or suppliers to your tasks.
Add a User’s email to their account so they can send and receive emails through SwiftCase! Adding an Email Note: Please do bear in mind that you can only add an email to a User’s account if you are an Internal Admin . Note: Please note that you will have to enable access to third party applications…
Adding a Failed Appointment box Note: You can add more than one question and also add a specific answer, so the box will only show after this specified answer.