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Sending an Email in SwiftCase
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…
Workflow Builder – Workflow Configuration
Familiarise yourself with the basic workflow configuration on SwiftCase: Costs & Fees, inheriting answers and other details.
The Overview Tab
Discover how to manage the information on the Overview Tab in SwiftCase. Enable your team, clients and suppliers to see key information.
- Guides | Profile | Security | Together Guides | Users
Change a Users Permissions/Role
Discover how to change a users permissions on SwiftCase to control your teams and clients access to specific tasks.
How to add a URL Button
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.
How to add a Failed Appointment box
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.

