Add a User Email Account
Table of Contents
Email Accounts Overview
The Email Accounts Panel
Create or Edit an Email Account
The Manual Allocation actions allow you to allocate Tasks to your Team Members. You can filter by Skills or Role, saving you from having to scroll through your Users to find the right person. Adding a Manual Allocation action Note: You can add more than one question and also add a specific answer, so the box will…
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…
Discover how to use the Document Manager panel on SwiftCase so you can create, store and send documents to your team and clients.
Never forget another meeting or task with SwiftCase reminders. Associate reminders with a task to make sure complex requirements are met.
The Create User automated event automatically creates a user. The User will be made when specific requirements you have set are met. Adding a Create User Automated Event Click the Automated Events tab on the Status to which you want to create the user in. Drag and drop the Create User automated event into the blank space on the right. Select…
Adding a JavaScript action 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.