The Overview Tab
Table of Contents
SwiftCase Overview Panel
Configure in the Workflow Builder
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…
SwiftCase provides default questions to use in your forms, such as First Name or Email, although you may need to create your custom questions for your forms. Creating custom Questions
Discover the many kinds of widgets available to use on SwiftCase, and create a clear, simple approach for your team to complete tasks.
Never forget another meeting or task with SwiftCase reminders. Associate reminders with a task to make sure complex requirements are met.
The SMS Automated event automatically sends an SMS. You can tailor the content of the SMS by creating custom SMS Templates and choosing to who the SMS sends to. The message will trigger when specific requirements that you set are met. Adding a SMS Automated Event Select the SMS template you want to send from…
Discover how to change a users permissions on SwiftCase to control your teams and clients access to specific tasks.