Learn how to update a users profile information on SwiftCase and ensure that your team, clients and suppliers have key information at hand.
Never forget another meeting or task with SwiftCase reminders. Associate reminders with a task to make sure complex requirements are met.
Familiarise yourself with creating a skill on SwiftCase, a powerful way to filter and allocate users to a Task.
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…
Keep all your staff informed of important decisions and changes within the company or workflow with SwiftCase announcements.
Clients are the organisations your business deals with. You can add Client Contacts (client staff), who are the people who work for those organisations. With SwiftCase, you can access all your Client data and Client Contacts in one place. All your Clients and Client Contacts will be organised and streamlined on your SwiftCase system! Add your Clients to SwiftCase Note:…
