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

The Note action allows you to quickly and easily add a Task note, which will get automatically logged for you and your Team Members to refer back to. Adding a Note Click on the Forms & Actions tab to configure the status page. This will display a blank box with an Available Actions bar on the right-hand side. Drag and drop…

Adding a URL button Note: You can add more than one question and also add a specific answer, so the box will only show after this specified answer is inputted.

You can send and receive emails in SwiftCase. Follow the steps below to learn how. Note: Please bear in mind that you have to have configured an Email Address before being able to send and receive emails. To find out how to add an email to SwiftCase, view our guide . How to send an email to a User When clicking the Email User button…